Purchases and Sales Made in Q3 2025 in Ishares Ibonds 2025 Term High (IBHE)

IBHE Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2025 TERM HIGH .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2025 Q3 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
208K
+ 100.56%
$4.82M - $4.84M
415K $9.61M
Nov 14, 2025 Q3 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
98.4K
New
$2.28M - $2.29M
98.4K $2.28M
Oct 07, 2025 Q3 2025
Lbmc Investment Advisors, LLC

BUY
 -
43.5K
+ 17.23%
$1.01M - $1.01M
296K $6.85M
Nov 14, 2025 Q3 2025
Northwestern Mutual Wealth Management CO

BUY
 -
34.1K
+ 43.02%
$790K - $793K
114K $2.63M
Oct 20, 2025 Q3 2025
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
34.1K
+ 5.7%
$790K - $793K
632K $14.6M
Oct 21, 2025 Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
32.1K
New
$742K - $745K
32.1K $742K
Nov 03, 2025 Q3 2025
Foundations Investment Advisors, LLC

BUY
 -
31.4K
New
$726K - $729K
31.4K $726K
Oct 28, 2025 Q3 2025
Csenge Advisory Group

BUY
 -
20.2K
+ 173.06%
$467K - $469K
31.9K $738K
Oct 24, 2025 Q3 2025
Phillips Financial Management, LLC

BUY
 -
20K
+ 44.02%
$463K - $465K
65.4K $1.51M
Nov 10, 2025 Q3 2025
Siligmueller & Norvid Wealth Advisors LLC

Glen Ellyn, IL
BUY
 -
16.6K
New
$385K - $387K
16.6K $385K
Nov 04, 2025 Q3 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
14.5K
New
$335K - $336K
14.5K $335K
Nov 10, 2025 Q3 2025
Cowa, LLC

Tulsa, OK
BUY
 -
12.3K
+ 10.71%
$285K - $286K
127K $2.94M
Oct 31, 2025 Q3 2025
Belpointe Asset Management LLC

BUY
 -
11.8K
New
$273K - $274K
11.8K $273K
Nov 14, 2025 Q3 2025
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.92K
New
$230K - $231K
9.92K $230K
Nov 14, 2025 Q3 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.76K
+ 97.37%
$203K - $203K
17.8K $411K
Nov 05, 2025 Q3 2025
Cyr Financial Inc.

Hennepin, IL
BUY
 -
8.64K
New
$200K - $201K
8.64K $200K
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
7.89K
+ 9.2%
$183K - $183K
93.7K $2.17M
Nov 04, 2025 Q3 2025
Keeler T Homas Management LLC

BUY
 -
6.92K
+ 1.98%
$160K - $161K
356K $8.24M
Nov 13, 2025 Q3 2025
Kestra Advisory Services, LLC

BUY
 -
6.42K
+ 10.15%
$149K - $149K
69.7K $1.61M
Nov 14, 2025 Q3 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.51K
+ 7.04%
$127K - $128K
83.7K $1.94M
Nov 18, 2025 Q3 2025
Advisory Services Network, LLC

BUY
 -
5.5K
New
$127K - $128K
5.5K $127K
Nov 03, 2025 Q3 2025
High Note Wealth, LLC

Deephaven, MN
BUY
 -
5.1K
+ 20.11%
$118K - $119K
30.5K $705K
Nov 06, 2025 Q3 2025
Stratos Wealth Partners, Ltd.

BUY
 -
5.02K
+ 2.2%
$116K - $116K
232K $5.38M
Oct 29, 2025 Q3 2025
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
4.87K
+ 1.27%
$113K - $113K
388K $8.97M
Nov 10, 2025 Q3 2025
Heartland Bank & Trust CO

BUY
 -
4.46K
+ 23.42%
$103K - $103K
23.5K $543K
Nov 05, 2025 Q3 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
4.37K
+ 14.69%
$101K - $102K
34.1K $790K
Nov 14, 2025 Q3 2025
Old Mission Capital LLC

BUY
 -
3.66K
+ 41.17%
$84.7K - $85K
12.5K $290K
Nov 06, 2025 Q3 2025
Krilogy Financial LLC

BUY
 -
3.56K
+ 4.87%
$82.4K - $82.7K
76.7K $1.78M
Nov 10, 2025 Q3 2025
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.2K
+ 0.37%
$74.1K - $74.4K
875K $20.2M
Oct 16, 2025 Q3 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
3.14K
+ 7.25%
$72.8K - $73K
46.5K $1.08M
Oct 21, 2025 Q3 2025
Delta Wealth Advisors LLC

Indianapolis, IN
BUY
 -
2.23K
+ 4.73%
$51.5K - $51.7K
49.3K $1.14M
Nov 12, 2025 Q3 2025
Parallel Advisors, LLC

BUY
 -
2.15K
+ 7.02%
$49.8K - $49.9K
32.8K $759K
Nov 12, 2025 Q3 2025
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.81K
+ 3.67%
$41.9K - $42K
51.1K $1.18M
Nov 10, 2025 Q3 2025
Tableaux LLC

Stockbridge, MA
BUY
 -
1.6K
+ 16.0%
$37K - $37.2K
11.6K $268K
Oct 28, 2025 Q3 2025
Nbt Bank N A

BUY
 -
1.59K
New
$36.8K - $36.9K
1.59K $36.8K
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.52K
+ 99.67%
$35.2K - $35.3K
3.05K $70.5K
Nov 14, 2025 Q3 2025
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.36K
+ 9.62%
$31.4K - $31.5K
15.4K $357K
Nov 14, 2025 Q3 2025
Great Valley Advisor Group, Inc.

BUY
 -
1.13K
+ 4.91%
$26.2K - $26.3K
24.2K $559K
Oct 23, 2025 Q3 2025
Cx Institutional

BUY
 -
998
New
$23.1K - $23.2K
998 $23.1K
Nov 14, 2025 Q3 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
553
+ 0.4%
$12.8K - $12.8K
140K $3.24M
Oct 17, 2025 Q3 2025
Hm Payson & CO

Portland, ME
BUY
 -
431
New
$9.97K - $10K
431 $9.97K
Nov 14, 2025 Q3 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
377
+ 1.17%
$8.72K - $8.76K
32.6K $754K
Nov 19, 2025 Q3 2025
Captrust Financial Advisors

Raleigh, NC
BUY
 -
280
+ 2.43%
$6.48K - $6.5K
11.8K $273K
Nov 10, 2025 Q3 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
257
+ 1.34%
$5.95K - $5.97K
19.4K $450K
Nov 07, 2025 Q3 2025
Bedel Financial Consulting, Inc.

BUY
 -
254
+ 0.82%
$5.88K - $5.9K
31.1K $721K
Oct 17, 2025 Q3 2025
Pure Financial Advisors, LLC

BUY
 -
254
+ 2.27%
$5.88K - $5.9K
11.5K $265K
Oct 15, 2025 Q3 2025
Johnson Bixby & Associates, LLC

BUY
 -
238
+ 1.17%
$5.51K - $5.53K
20.6K $476K
Nov 10, 2025 Q3 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
148
New
$3.42K - $3.44K
148 $3.42K
Oct 30, 2025 Q3 2025
Vista Private Wealth Partners. LLC

BUY
 -
135
+ 0.36%
$3.12K - $3.14K
37.6K $870K

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