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
$115M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
317K+ 58.6% |
$7.03M - $7.14M
|
857K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 11.1% |
$653K - $664K
|
294K
$6.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
27.8KNew |
$618K - $628K
|
27.8K
$620K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.5KNew |
$322K - $327K
|
14.5K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.8K+ 103.34% |
$284K - $288K
|
25.2K
$561K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.2K+ 37.65% |
$272K - $276K
|
44.7K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.85K+ 17.63% |
$197K - $200K
|
59.1K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 12.81% |
$137K - $139K
|
54.2K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4.75K+ 6.36% |
$106K - $107K
|
79.5K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.82K+ 35.44% |
$84.8K - $86.1K
|
14.6K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.08K+ 18.22% |
$46.3K - $47K
|
13.5K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.58K+ 8.53% |
$35K - $35.6K
|
20.1K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.1% |
$200 - $203
|
826
$18.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.1K- 65.94% |
$624K - $634K
|
14.5K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.94M- 95.52% |
$110M - $111M
|
232K
$5.16M
|