Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
309K+ 35.99% |
$6.65M - $6.95M
|
1.17M
$26.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
188KNew |
$4.05M - $4.23M
|
188K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 44.73% |
$2.71M - $2.83M
|
406K
$9.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
93.2KNew |
$2.01M - $2.1M
|
93.2K
$2.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.1K+ 56.17% |
$1.86M - $1.94M
|
239K
$5.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
57.7K+ 15.53% |
$1.24M - $1.3M
|
429K
$9.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
39.2KNew |
$844K - $882K
|
39.2K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29K+ 17.03% |
$625K - $653K
|
199K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20.2K+ 261.58% |
$437K - $456K
|
28K
$627K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 14.37% |
$282K - $295K
|
104K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13KNew |
$281K - $293K
|
13K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
11.4K+ 14.38% |
$246K - $258K
|
90.9K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.1KNew |
$239K - $250K
|
11.1K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$230K - $240K
|
10.7K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.2K+ 69.66% |
$219K - $229K
|
24.8K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.95KNew |
$193K - $202K
|
8.95K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.13K+ 1.06% |
$175K - $183K
|
779K
$17.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.27K+ 8.05% |
$157K - $164K
|
97.6K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.22K+ 9.05% |
$156K - $163K
|
87.1K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.36K+ 38.76% |
$115K - $121K
|
19.2K
$430K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.32K+ 29.52% |
$115K - $120K
|
23.3K
$523K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.07K+ 1.72% |
$109K - $114K
|
299K
$6.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.87K+ 6.56% |
$83.5K - $87.3K
|
62.9K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.6K+ 48.65% |
$77.6K - $81.1K
|
11K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32K+ 6.48% |
$71.6K - $74.8K
|
54.6K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.19KNew |
$68.7K - $71.8K
|
3.19K
$71.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.82K+ 5.92% |
$60.9K - $63.7K
|
50.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.81K+ 29.72% |
$60.5K - $63.2K
|
12.2K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.75KNew |
$59.3K - $62K
|
2.75K
$61.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.28K+ 1.05% |
$49.2K - $51.4K
|
220K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.15K+ 0.44% |
$46.4K - $48.5K
|
491K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2K+ 5.55% |
$43K - $45K
|
37.9K
$850K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.96K+ 5.92% |
$42.2K - $44.1K
|
35K
$785K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79KNew |
$38.7K - $40.4K
|
1.79K
$40.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 8.65% |
$37.4K - $39.1K
|
21.8K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 2.37% |
$34.6K - $36.2K
|
69.3K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
1.48K+ 9.52% |
$32K - $33.4K
|
17.1K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.12KNew |
$24.1K - $25.2K
|
1.12K
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 1.85% |
$22K - $23K
|
56.4K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.02K+ 12.72% |
$22K - $23K
|
9.04K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
888New |
$19.1K - $20K
|
888
$19.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
768+ 1.53% |
$16.6K - $17.3K
|
50.9K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
608+ 1.36% |
$13.1K - $13.7K
|
45.3K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 3.45% |
$10.8K - $11.3K
|
15K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
373+ 1.53% |
$8.04K - $8.41K
|
24.7K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
324+ 0.09% |
$6.99K - $7.3K
|
342K
$7.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
211+ 0.99% |
$4.55K - $4.76K
|
21.6K
$483K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
160+ 0.2% |
$3.45K - $3.61K
|
78.4K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35New |
$755 - $789
|
35
$784
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.69% |
$302 - $316
|
840
$18.8K
|