Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2029 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 30.91% |
$2.26M - $2.41M
|
431K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
77.3KNew |
$1.71M - $1.83M
|
77.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
73.9K+ 497.03% |
$1.64M - $1.75M
|
88.7K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48.6K+ 10.5% |
$1.08M - $1.15M
|
512K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
36.1K+ 10.14% |
$800K - $855K
|
392K
$9.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32.7KNew |
$725K - $775K
|
32.7K
$777K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 118.17% |
$657K - $703K
|
54.8K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26.7KNew |
$591K - $633K
|
26.7K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
25.3K+ 21.1% |
$561K - $600K
|
145K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 64.49% |
$518K - $554K
|
59.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2K+ 33.03% |
$380K - $407K
|
69.1K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.3KNew |
$316K - $338K
|
14.3K
$339K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6KNew |
$300K - $321K
|
13.6K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 4.31% |
$297K - $317K
|
324K
$7.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9.24K+ 17.82% |
$205K - $219K
|
61.1K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$190K - $203K
|
8.56K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.56K+ 89.44% |
$190K - $203K
|
18.1K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.03K+ 4.0% |
$178K - $190K
|
209K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.95K+ 2.76% |
$176K - $188K
|
296K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.75K+ 18.12% |
$172K - $184K
|
50.6K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.56K+ 10.19% |
$167K - $179K
|
81.8K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.91K+ 19.82% |
$131K - $140K
|
35.7K
$849K
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.04K+ 163.24% |
$89.4K - $95.6K
|
6.51K
$155K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 15.5% |
$67.7K - $72.4K
|
22.8K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 3575.76% |
$52.3K - $55.9K
|
2.43K
$57.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 20.41% |
$46.5K - $49.7K
|
12.4K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.06K+ 28.95% |
$45.6K - $48.8K
|
9.18K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.94KNew |
$43.1K - $46.1K
|
1.94K
$46.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.32K+ 2.77% |
$29.3K - $31.4K
|
49.1K
$1.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
903+ 52.56% |
$20K - $21.4K
|
2.62K
$62.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
601+ 0.2% |
$13.3K - $14.2K
|
306K
$7.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
500+ 4.96% |
$11.1K - $11.8K
|
10.6K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
452+ 0.83% |
$10K - $10.7K
|
54.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.32% |
$842 - $900
|
12K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.79% |
$310 - $332
|
794
$18.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$288 - $308
|
541
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7+ 1.69% |
$155 - $166
|
421
$10K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-75- 0.64% |
$1.66K - $1.78K
|
11.6K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-166- 1.54% |
$3.68K - $3.93K
|
10.6K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-230- 20.32% |
$5.09K - $5.45K
|
902
$21.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-380- 0.99% |
$8.42K - $9K
|
37.9K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-581- 25.27% |
$12.9K - $13.8K
|
1.72K
$40.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-750- 2.7% |
$16.6K - $17.8K
|
27K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.28K- 10.01% |
$28.4K - $30.4K
|
11.5K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.68K- 18.17% |
$59.3K - $63.5K
|
12.1K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.99K- 3.82% |
$66.1K - $70.7K
|
75.1K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.53K- 63.49% |
$123K - $131K
|
3.18K
$75.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.57K- 21.54% |
$190K - $203K
|
31.2K
$741K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.5K- 21.06% |
$255K - $273K
|
43.2K
$1.03M
|