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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 2.15% |
$259 - $270
|
570
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72- 0.5% |
$1.55K - $1.62K
|
14.4K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-81- 1.87% |
$1.75K - $1.83K
|
4.26K
$95.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-242- 11.62% |
$5.22K - $5.45K
|
1.84K
$41.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-449- 3.59% |
$9.68K - $10.1K
|
12K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1K- 2.68% |
$21.6K - $22.5K
|
36.3K
$813K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.24K- 1.97% |
$26.7K - $27.9K
|
61.5K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-1.28K- 9.49% |
$27.7K - $28.9K
|
12.2K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.41K- 5.59% |
$30.3K - $31.7K
|
23.7K
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.97K- 10.01% |
$42.5K - $44.4K
|
17.7K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 15.81% |
$51.6K - $53.9K
|
12.7K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.72K- 7.24% |
$58.7K - $61.3K
|
34.9K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 4.58% |
$101K - $105K
|
97.2K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.67K- 28.15% |
$101K - $105K
|
11.9K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5K- 6.68% |
$108K - $113K
|
69.9K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.01K- 1.29% |
$108K - $113K
|
384K
$8.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.65K- 37.21% |
$122K - $127K
|
9.54K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15K- 22.51% |
$324K - $338K
|
51.7K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.1K- 32.93% |
$563K - $589K
|
53.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.7K- 20.8% |
$748K - $783K
|
132K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-42.9K- 60.43% |
$924K - $966K
|
28.1K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-107K- 83.08% |
$2.31M - $2.41M
|
21.8K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-127K- 26.11% |
$2.74M - $2.86M
|
360K
$8.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-173K- 74.8% |
$3.73M - $3.9M
|
58.3K
$1.31M
|