Latest Institutional Transactions on Ishares Ibonds 2025 Term High (IBHE)
This table provides information on the latest institutional transactions involving Ishares Ibonds 2025 Term High (IBHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
17.1K+ 6.87% |
$393K - $398K
|
266K
$6.15M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 7.72% |
$39.5K - $39.9K
|
20.5K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4KNew |
$332K - $336K
|
14.4K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 11.59% |
$26.1K - $26.4K
|
10.9K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.21K+ 10.01% |
$51K - $51.6K
|
24.3K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.09K+ 32.63% |
$94.3K - $95.4K
|
16.6K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58.7K+ 81.29% |
$1.35M - $1.37M
|
131K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 1.81% |
$138K - $139K
|
336K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 11.45% |
$231K - $234K
|
77.6K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-285K- 99.85% |
$6.56M - $6.64M
|
426
$9.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.92K+ 5.17% |
$159K - $161K
|
141K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-535K- 43.87% |
$12.3M - $12.5M
|
685K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.7K+ 5.99% |
$454K - $459K
|
349K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
348+ 1.77% |
$8.01K - $8.11K
|
20K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.3K- 37.92% |
$1.78M - $1.8M
|
127K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.9K+ 31.95% |
$1.98M - $2M
|
355K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.2K- 55.14% |
$1.98M - $2.01M
|
70.1K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.7K+ 10.66% |
$1.7M - $1.72M
|
765K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.23KNew |
$167K - $168K
|
7.23K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
645+ 8.85% |
$14.9K - $15K
|
7.94K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.74K+ 25.03% |
$40K - $40.5K
|
8.68K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
986+ 4.08% |
$22.7K - $23K
|
25.1K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.6K+ 26.83% |
$543K - $549K
|
111K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 7.02% |
$302K - $305K
|
200K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
414+ 23.85% |
$9.53K - $9.65K
|
2.15K
$49.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.65K+ 4.6% |
$107K - $108K
|
106K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.8K- 20.88% |
$1.19M - $1.21M
|
196K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-500- 5.37% |
$11.5K - $11.7K
|
8.81K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
169+ 0.2% |
$3.89K - $3.94K
|
85.5K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$1.97M - $1.99M
|
85.5K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
13.4KNew |
$309K - $312K
|
13.4K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.95KNew |
$114K - $115K
|
4.95K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.77KNew |
$202K - $204K
|
8.77K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
368+ 16.18% |
$8.48K - $8.57K
|
2.64K
$61.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40Closed |
$921 - $932
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$294K - $298K
|
12.8K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 5.33% |
$826K - $835K
|
708K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.32K- 34.14% |
$191K - $194K
|
16K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.55K+ 3.27% |
$105K - $106K
|
144K
$3.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
421K+ 109.75% |
$9.69M - $9.8M
|
804K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.02K+ 6.62% |
$69.6K - $70.4K
|
48.7K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.49K+ 14.27% |
$126K - $128K
|
44K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
458+ 1.31% |
$10.5K - $10.7K
|
35.5K
$822K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
696+ 6.37% |
$16K - $16.2K
|
11.6K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.41K+ 3.68% |
$55.5K - $56.1K
|
67.8K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.1% |
$622 - $629
|
25.8K
$598K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17K- 2.66% |
$392K - $396K
|
623K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.2K+ 1.97% |
$120K - $121K
|
269K
$6.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
977New |
$22.5K - $22.8K
|
977
$22.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1KNew |
$486K - $492K
|
21.1K
$489K
|