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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
431+ 3.57% |
$9.57K - $9.72K
|
12.5K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
291+ 0.78% |
$6.46K - $6.56K
|
37.6K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 0.82% |
$1.33K - $1.35K
|
7.4K
$166K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.1% |
$200 - $203
|
826
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51- 1.12% |
$1.13K - $1.15K
|
4.5K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-571- 21.52% |
$12.7K - $12.9K
|
2.08K
$46.7K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-829- 5.18% |
$18.4K - $18.7K
|
15.2K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.28K- 6.61% |
$28.3K - $28.8K
|
18K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.27K- 4.68% |
$72.7K - $73.8K
|
66.7K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.54K- 1.02% |
$78.6K - $79.8K
|
342K
$7.66M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.73K- 64.29% |
$105K - $107K
|
2.63K
$58.9K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 8.51% |
$267K - $271K
|
129K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-12.7K- 39.26% |
$283K - $287K
|
19.7K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.1K- 65.94% |
$624K - $634K
|
14.5K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29K- 22.18% |
$645K - $655K
|
102K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.94M- 95.52% |
$110M - $111M
|
232K
$5.19M
|