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 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-243K- 91.21% |
$5.62M - $5.65M
|
23.4K
$542K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-665- 66.7% |
$15.4K - $15.4K
|
332
$7.68K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
254+ 0.82% |
$5.88K - $5.9K
|
31.1K
$721K
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$23.1 - $23.2
|
27.1K
$626K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
116+ 1.17% |
$2.68K - $2.69K
|
10K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 11.15% |
$60.1K - $60.3K
|
20.7K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.6K- 2.38% |
$37.1K - $37.2K
|
65.7K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.56K+ 4.87% |
$82.4K - $82.7K
|
76.7K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.02K+ 2.2% |
$116K - $116K
|
232K
$5.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.37K+ 14.69% |
$101K - $102K
|
34.1K
$790K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.64KNew |
$200K - $201K
|
8.64K
$200K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.77K- 13.25% |
$41.1K - $41.2K
|
11.6K
$269K
|
|
|
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
|
Savant Capital, LLC
|
SELL
|
- |
-4.29K- 13.77% |
$99.2K - $99.6K
|
26.9K
$621K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.92K+ 1.98% |
$160K - $161K
|
356K
$8.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.47K- 45.95% |
$173K - $173K
|
8.78K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$335K - $336K
|
14.5K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.36K- 1.73% |
$31.4K - $31.6K
|
77.2K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.6K- 82.48% |
$1.66M - $1.66M
|
15.2K
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.4KNew |
$726K - $729K
|
31.4K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5.1K+ 20.11% |
$118K - $119K
|
30.5K
$705K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-290- 0.89% |
$6.71K - $6.74K
|
32.3K
$748K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9+ 0.1% |
$208 - $209
|
8.62K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
28+ 0.33% |
$648 - $650
|
8.63K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.8KNew |
$273K - $274K
|
11.8K
$273K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
135+ 0.36% |
$3.12K - $3.14K
|
37.6K
$870K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.87K+ 1.27% |
$113K - $113K
|
388K
$8.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.46K- 5.67% |
$33.8K - $33.9K
|
24.3K
$563K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
20.2K+ 173.06% |
$467K - $469K
|
31.9K
$738K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
118+ 1.06% |
$2.73K - $2.74K
|
11.2K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
1.59KNew |
$36.8K - $36.9K
|
1.59K
$36.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-12.5K- 50.32% |
$289K - $290K
|
12.3K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23+ 0.13% |
$532 - $534
|
17.2K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20K+ 44.02% |
$463K - $465K
|
65.4K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
998New |
$23.1K - $23.2K
|
998
$23.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
110+ 0.19% |
$2.55K - $2.56K
|
56.6K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 21.17% |
$53.5K - $53.8K
|
8.62K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.6K- 42.87% |
$1.43M - $1.43M
|
82.1K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-199K- 22.92% |
$4.61M - $4.63M
|
670K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 0.56% |
$1.09K - $1.09K
|
8.41K
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-14.1K- 11.5% |
$327K - $328K
|
109K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.73K- 14.81% |
$40K - $40.2K
|
9.95K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
2.23K+ 4.73% |
$51.5K - $51.7K
|
49.3K
$1.14M
|
|
|
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 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.99K- 23.25% |
$92.2K - $92.6K
|
13.2K
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.75K- 10.35% |
$179K - $180K
|
67.1K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
431New |
$9.97K - $10K
|
431
$9.97K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
254+ 2.27% |
$5.88K - $5.9K
|
11.5K
$265K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.14K+ 7.25% |
$72.8K - $73K
|
46.5K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.32% |
$208 - $209
|
2.81K
$65.1K
|
|