Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2026 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.11K- 3.67% |
$48.9K - $49.5K
|
55.5K
$1.29M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.19K- 95.71% |
$50.6K - $51.2K
|
98
$2.27K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.58K- 3.6% |
$59.7K - $60.4K
|
69.1K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-3.64K- 1.16% |
$84.1K - $85.2K
|
311K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.12K- 10.13% |
$95.2K - $96.4K
|
36.5K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.21K- 10.29% |
$97.4K - $98.5K
|
36.7K
$850K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4.33K- 31.79% |
$100K - $101K
|
9.29K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.43K- 3.19% |
$102K - $104K
|
134K
$3.12M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.5K- 2.19% |
$127K - $129K
|
245K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.3K- 13.15% |
$146K - $147K
|
41.6K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.7K- 9.45% |
$155K - $157K
|
64.1K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 32.82% |
$174K - $176K
|
15.4K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-13.9K- 40.35% |
$322K - $326K
|
20.6K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.2K- 98.6% |
$490K - $496K
|
300
$6.95K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.6K- 15.28% |
$800K - $809K
|
192K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-281K- 97.52% |
$6.51M - $6.59M
|
7.15K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-303K- 71.33% |
$7M - $7.08M
|
122K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-671K- 96.68% |
$15.5M - $15.7M
|
23.1K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-921K- 30.54% |
$21.3M - $21.6M
|
2.1M
$48.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.54M- 95.69% |
$128M - $130M
|
249K
$5.78M
|