Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.21MNew |
$27.3M - $28.1M
|
1.21M
$28.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
297KNew |
$6.71M - $6.91M
|
297K
$6.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
206K+ 66.17% |
$4.65M - $4.79M
|
517K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
160K+ 36.55% |
$3.61M - $3.72M
|
598K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
150KNew |
$3.39M - $3.49M
|
150K
$3.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
99K+ 13.11% |
$2.23M - $2.3M
|
854K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.3K+ 6.99% |
$1.72M - $1.77M
|
1.17M
$27.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
69.2KNew |
$1.56M - $1.61M
|
69.2K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62.2K+ 44.27% |
$1.4M - $1.45M
|
203K
$4.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
56K+ 15.57% |
$1.26M - $1.3M
|
416K
$9.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.6K+ 66.83% |
$1.25M - $1.29M
|
139K
$3.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40.5K+ 460.44% |
$915K - $941K
|
49.3K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.5K+ 25.35% |
$576K - $592K
|
126K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.1KNew |
$499K - $514K
|
22.1K
$513K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
21.4K+ 11.4% |
$484K - $498K
|
210K
$4.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3K+ 10.97% |
$322K - $331K
|
144K
$3.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.8K+ 57.09% |
$311K - $320K
|
37.9K
$879K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
12.8K+ 4.38% |
$288K - $297K
|
304K
$7.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6KNew |
$284K - $292K
|
12.6K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.5K+ 17.66% |
$282K - $290K
|
83.3K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.4KNew |
$281K - $289K
|
12.4K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.8K+ 12.11% |
$243K - $250K
|
99.8K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.07KNew |
$205K - $211K
|
9.07K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.79K+ 41.77% |
$198K - $204K
|
29.8K
$692K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.31K+ 3.15% |
$187K - $193K
|
272K
$6.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.9K+ 5.82% |
$178K - $183K
|
144K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.38K+ 12.33% |
$167K - $171K
|
67.2K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.06K+ 14.5% |
$159K - $164K
|
55.7K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7K+ 27.29% |
$158K - $163K
|
32.7K
$757K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.78K+ 50.06% |
$153K - $157K
|
20.3K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 40.35% |
$140K - $144K
|
21.6K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.21K+ 9.74% |
$140K - $144K
|
69.9K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.11K+ 3.56% |
$138K - $142K
|
178K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.57KNew |
$126K - $129K
|
5.57K
$129K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.9K+ 23.66% |
$88K - $90.6K
|
20.4K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.78K+ 52.35% |
$85.3K - $87.8K
|
11K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 12.67% |
$65.6K - $67.5K
|
25.9K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 2.56% |
$52.9K - $54.5K
|
94K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16K+ 1.61% |
$48.8K - $50.2K
|
137K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$45.1K - $46.5K
|
2K
$46.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.96KNew |
$44.2K - $45.5K
|
1.96K
$45.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.68K+ 8.39% |
$37.8K - $38.9K
|
21.6K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.1K+ 19.46% |
$24.8K - $25.5K
|
6.73K
$156K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
815+ 1.68% |
$18.4K - $18.9K
|
49.2K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
594+ 1.38% |
$13.4K - $13.8K
|
43.5K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
519+ 1.6% |
$11.7K - $12.1K
|
33K
$765K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$9.03K - $9.29K
|
400
$9.27K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333+ 62.13% |
$7.52K - $7.74K
|
869
$20.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
297+ 2.06% |
$6.7K - $6.9K
|
14.7K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
211+ 2.27% |
$4.76K - $4.9K
|
9.49K
$220K
|