Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2027 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.98M+ 2709.1% |
$111M - $112M
|
5.17M
$116M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
440K+ 901.79% |
$9.78M - $9.94M
|
489K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
372KNew |
$8.25M - $8.38M
|
372K
$8.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
317K+ 58.6% |
$7.03M - $7.14M
|
857K
$19.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139K+ 40.18% |
$3.1M - $3.15M
|
487K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
128K+ 992.51% |
$2.84M - $2.89M
|
141K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110K+ 191.77% |
$2.44M - $2.47M
|
167K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
80K+ 776.83% |
$1.78M - $1.81M
|
90.3K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
69K+ 747.41% |
$1.53M - $1.56M
|
78.2K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65K+ 30.19% |
$1.44M - $1.47M
|
281K
$6.29M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.9K+ 7.23% |
$1.15M - $1.17M
|
771K
$17.3M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
51.3KNew |
$1.14M - $1.16M
|
51.3K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.3KNew |
$1.14M - $1.16M
|
51.3K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
48.3K+ 212.99% |
$1.07M - $1.09M
|
70.9K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.4K+ 148.12% |
$1.05M - $1.07M
|
79.3K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.8K+ 67.74% |
$818K - $831K
|
91.2K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.9K+ 81.83% |
$798K - $810K
|
79.8K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33KNew |
$734K - $746K
|
33K
$741K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 11.1% |
$653K - $664K
|
294K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29K+ 15.4% |
$644K - $654K
|
217K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
27.8KNew |
$618K - $628K
|
27.8K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.3KNew |
$540K - $549K
|
24.3K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
21K+ 44.91% |
$466K - $473K
|
67.7K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$346K - $351K
|
15.6K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
15.3K+ 50.09% |
$340K - $345K
|
45.8K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.5KNew |
$322K - $327K
|
14.5K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.8K+ 103.34% |
$284K - $288K
|
25.2K
$564K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.2K+ 37.65% |
$272K - $276K
|
44.7K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.1K+ 7.63% |
$268K - $272K
|
170K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.7K+ 21.23% |
$215K - $219K
|
55.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.44KNew |
$210K - $213K
|
9.44K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.85K+ 17.63% |
$197K - $200K
|
59.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.96K+ 5.47% |
$177K - $179K
|
153K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.74K+ 2.03% |
$172K - $175K
|
389K
$8.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 12.81% |
$137K - $139K
|
54.2K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.09K+ 369.15% |
$135K - $137K
|
7.74K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 18.79% |
$126K - $128K
|
35.9K
$805K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4.75K+ 6.36% |
$106K - $107K
|
79.5K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.49K+ 42.13% |
$99.6K - $101K
|
15.1K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.42K+ 6.27% |
$98.2K - $99.7K
|
74.9K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.34KNew |
$96.3K - $97.9K
|
4.34K
$97.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.82K+ 35.44% |
$84.8K - $86.1K
|
14.6K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.23K+ 30.56% |
$71.8K - $73K
|
13.8K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.08K+ 18.22% |
$46.3K - $47K
|
13.5K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.84K+ 3.82% |
$40.9K - $41.6K
|
50.1K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.58K+ 8.53% |
$35K - $35.6K
|
20.1K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.25K+ 3.47% |
$27.8K - $28.2K
|
37.3K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 2.45% |
$25.3K - $25.7K
|
47.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
663+ 4.79% |
$14.7K - $15K
|
14.5K
$325K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
600+ 14.43% |
$13.3K - $13.5K
|
4.76K
$107K
|