Purchases and Sales Made in Q4 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
992KNew |
$22.9M - $23.1M
|
992K
$23.1M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
783K+ 3032.53% |
$18.1M - $18.2M
|
809K
$18.8M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
708K+ 203.05% |
$16.3M - $16.5M
|
1.06M
$24.6M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
329K+ 77122.07% |
$7.58M - $7.65M
|
329K
$7.65M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
244KNew |
$5.62M - $5.67M
|
244K
$5.67M
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
210KNew |
$4.85M - $4.89M
|
210K
$4.88M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 22.48% |
$4.17M - $4.21M
|
985K
$22.9M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
111K+ 31.37% |
$2.57M - $2.59M
|
466K
$10.8M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102K+ 73.39% |
$2.36M - $2.38M
|
241K
$5.61M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62.1K+ 9.98% |
$1.43M - $1.45M
|
685K
$15.9M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
61K+ 304.9% |
$1.41M - $1.42M
|
81K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
54.3KNew |
$1.25M - $1.27M
|
54.3K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
52.5KNew |
$1.21M - $1.22M
|
52.5K
$1.22M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$1.2M - $1.22M
|
52.2K
$1.21M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.6K+ 42.22% |
$1.03M - $1.04M
|
150K
$3.5M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
42.1K+ 2.93% |
$973K - $981K
|
1.48M
$34.4M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.6K+ 20.67% |
$960K - $968K
|
243K
$5.65M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
41.1K+ 23.23% |
$949K - $957K
|
218K
$5.07M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.3K+ 26.47% |
$861K - $868K
|
178K
$4.14M
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 5.47% |
$855K - $863K
|
715K
$16.6M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.4KNew |
$840K - $848K
|
36.4K
$847K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.6K+ 20.93% |
$821K - $828K
|
206K
$4.78M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.5KNew |
$774K - $781K
|
33.5K
$780K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
32.6K+ 243.45% |
$754K - $760K
|
46.1K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31.2K+ 285.41% |
$720K - $726K
|
42.1K
$979K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
28.3KNew |
$654K - $659K
|
28.3K
$658K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$626K - $632K
|
27.1K
$631K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 38.42% |
$622K - $627K
|
97K
$2.26M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 22.95% |
$590K - $595K
|
137K
$3.18M
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
23.7KNew |
$547K - $552K
|
23.7K
$551K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23.4K+ 107.76% |
$539K - $544K
|
45K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21.8KNew |
$503K - $508K
|
21.8K
$507K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21KNew |
$485K - $490K
|
21K
$489K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9K+ 93.18% |
$482K - $486K
|
43.3K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.9K+ 2.47% |
$436K - $439K
|
784K
$18.2M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.1KNew |
$417K - $421K
|
18.1K
$420K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 5.29% |
$410K - $414K
|
354K
$8.23M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.6K+ 6.56% |
$407K - $410K
|
286K
$6.66M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.3KNew |
$400K - $404K
|
17.3K
$403K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13.9KNew |
$320K - $322K
|
13.9K
$322K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.4K+ 10.11% |
$309K - $312K
|
146K
$3.39M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 27.29% |
$299K - $302K
|
60.4K
$1.41M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$293K - $295K
|
12.7K
$295K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7KNew |
$292K - $295K
|
12.7K
$294K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8KNew |
$273K - $276K
|
11.8K
$275K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.2KNew |
$258K - $260K
|
11.2K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$245K - $247K
|
10.6K
$247K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10KNew |
$231K - $233K
|
10K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.69KNew |
$224K - $226K
|
9.69K
$225K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.32KNew |
$215K - $217K
|
9.32K
$217K
|