Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
293K+ 25.14% |
$6.56M - $6.6M
|
1.46M
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282K+ 69.37% |
$6.3M - $6.35M
|
688K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
147K+ 523.89% |
$3.28M - $3.3M
|
175K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 174.34% |
$2.73M - $2.75M
|
192K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
101KNew |
$2.26M - $2.27M
|
101K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.2K+ 17.13% |
$1.88M - $1.9M
|
576K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
76.5K+ 141.27% |
$1.71M - $1.72M
|
131K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.7K+ 5.35% |
$933K - $939K
|
821K
$18.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.8K+ 11.97% |
$802K - $807K
|
335K
$7.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33K+ 309.74% |
$739K - $744K
|
43.7K
$974K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.4K+ 17.24% |
$724K - $729K
|
220K
$4.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.7K+ 1206.81% |
$710K - $714K
|
34.3K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29.8KNew |
$667K - $671K
|
29.8K
$665K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
21.9K+ 244.38% |
$489K - $493K
|
30.8K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20.1KNew |
$450K - $453K
|
20.1K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
16.6K+ 18.3% |
$372K - $375K
|
108K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 7.55% |
$371K - $374K
|
236K
$5.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
15.9K+ 40.61% |
$356K - $358K
|
55.1K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 31.3% |
$354K - $356K
|
66.3K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$352K - $354K
|
15.7K
$351K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
15.7KNew |
$352K - $354K
|
15.7K
$350K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
15.3KNew |
$343K - $345K
|
15.3K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 16.77% |
$327K - $329K
|
102K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14.3K+ 158.65% |
$321K - $323K
|
23.4K
$521K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11.2KNew |
$251K - $253K
|
11.2K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $233K
|
10.3K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$232K - $233K
|
10.3K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3KNew |
$231K - $233K
|
10.3K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2KNew |
$229K - $230K
|
10.2K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.48KNew |
$212K - $214K
|
9.48K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.24K+ 2.57% |
$207K - $208K
|
369K
$8.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.22KNew |
$206K - $208K
|
9.22K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.47K+ 266.03% |
$190K - $191K
|
11.7K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.33K+ 6.3% |
$186K - $188K
|
141K
$3.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.05K+ 53.67% |
$180K - $181K
|
23.1K
$514K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.93K+ 29.67% |
$155K - $156K
|
30.3K
$675K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.89K+ 27.83% |
$154K - $155K
|
31.6K
$706K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.07K+ 1.41% |
$136K - $137K
|
435K
$9.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5.95KNew |
$133K - $134K
|
5.95K
$133K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.53K+ 1.62% |
$124K - $125K
|
348K
$7.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.42K+ 11.66% |
$99K - $99.6K
|
42.4K
$944K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.51K+ 16.29% |
$78.6K - $79.1K
|
25.1K
$559K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.18K+ 7.03% |
$71.3K - $71.7K
|
48.5K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3K+ 27.27% |
$67.1K - $67.6K
|
14K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.65K+ 23.89% |
$59.3K - $59.7K
|
13.7K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 12.97% |
$55.6K - $56K
|
21.7K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.66K+ 0.83% |
$37.1K - $37.3K
|
201K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 2.72% |
$34.3K - $34.5K
|
57.9K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 6.53% |
$31.8K - $32.1K
|
23.2K
$518K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.29K+ 5.22% |
$28.9K - $29.1K
|
26K
$579K
|