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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
74.7K+ 98.76% |
$1.72M - $1.74M
|
150K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.12K+ 35.74% |
$94.8K - $95.9K
|
15.6K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
135+ 0.33% |
$3.11K - $3.15K
|
41.3K
$956K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
162K+ 12.74% |
$3.74M - $3.79M
|
1.44M
$33.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54.1K+ 68.96% |
$1.24M - $1.26M
|
132K
$3.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102K+ 274.52% |
$2.35M - $2.38M
|
139K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
841+ 5.95% |
$19.4K - $19.6K
|
15K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
183+ 1.21% |
$4.21K - $4.26K
|
15.2K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
23+ 1.82% |
$530 - $536
|
1.29K
$29.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
54+ 0.23% |
$1.24K - $1.26K
|
23.9K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
227+ 3.49% |
$5.23K - $5.29K
|
6.72K
$156K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.9K+ 20.52% |
$666K - $674K
|
170K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3K+ 4.24% |
$237K - $240K
|
252K
$5.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-50- 0.19% |
$1.15K - $1.17K
|
25.7K
$596K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.4K+ 36.67% |
$1.07M - $1.08M
|
173K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.3K- 69.56% |
$168K - $170K
|
3.2K
$74K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-4.27K- 24.12% |
$98.4K - $99.6K
|
13.4K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 17.66% |
$49.5K - $50.1K
|
10K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-108- 13.45% |
$2.49K - $2.52K
|
695
$16.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21.7KNew |
$499K - $505K
|
21.7K
$502K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-13.5K- 2.58% |
$311K - $314K
|
508K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
23.1KNew |
$531K - $537K
|
23.1K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.83K+ 3.64% |
$134K - $136K
|
166K
$3.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 32.2% |
$120K - $121K
|
10.9K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
175+ 1.54% |
$4.03K - $4.08K
|
11.6K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-66.4K- 6.82% |
$1.53M - $1.55M
|
907K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112K+ 159.37% |
$2.58M - $2.61M
|
182K
$4.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.63K- 3.56% |
$130K - $131K
|
153K
$3.53M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.77K+ 14.99% |
$133K - $134K
|
44.3K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.33K- 1.14% |
$53.6K - $54.3K
|
201K
$4.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.17K+ 10.17% |
$26.9K - $27.2K
|
12.6K
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 0.88% |
$1.57K - $1.58K
|
7.79K
$180K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10.3K+ 22.09% |
$238K - $241K
|
57.1K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-64.9K- 47.3% |
$1.49M - $1.51M
|
72.3K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$46.1 - $46.6
|
10.1K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50+ 0.27% |
$1.15K - $1.17K
|
18.3K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
11.4K+ 5.08% |
$262K - $265K
|
236K
$5.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
743+ 7.58% |
$17.1K - $17.3K
|
10.5K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.91K+ 18.8% |
$182K - $184K
|
50K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 23.01% |
$763K - $772K
|
177K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.16M- 96.75% |
$26.7M - $27M
|
38.9K
$901K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.5KNew |
$1.09M - $1.11M
|
47.5K
$1.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
47.4K+ 7.53% |
$1.09M - $1.1M
|
677K
$15.7M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-153- 2.46% |
$3.55K - $3.58K
|
6.07K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.5K- 12.88% |
$128K - $129K
|
37.2K
$862K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.39K+ 41.09% |
$218K - $219K
|
32.2K
$746K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.4KNew |
$1.08M - $1.08M
|
46.4K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23.4K- 99.24% |
$544K - $548K
|
179
$4.14K
|
|