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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.88K- 7.49% |
$43.5K - $43.7K
|
23.2K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
238+ 1.17% |
$5.51K - $5.53K
|
20.6K
$476K
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-85.8K- 55.82% |
$1.99M - $1.99M
|
67.9K
$1.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
43.5K+ 17.23% |
$1.01M - $1.01M
|
296K
$6.85M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.8KNew |
$342K - $344K
|
14.8K
$342K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 18.8% |
$402K - $407K
|
111K
$2.56M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-697- 6.01% |
$16K - $16.2K
|
10.9K
$252K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.03K+ 9.43% |
$69.6K - $70.4K
|
35.1K
$813K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-14.5K- 10.72% |
$333K - $337K
|
121K
$2.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
66.8K+ 7.39% |
$1.53M - $1.55M
|
970K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$281K - $284K
|
12.2K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 30.8% |
$419K - $425K
|
41K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10K- 44.02% |
$230K - $233K
|
12.7K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
41+ 0.42% |
$942 - $954
|
9.86K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18New |
$414 - $419
|
18
$417
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51K- 9.55% |
$1.17M - $1.19M
|
483K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.01K- 1.29% |
$23.3K - $23.6K
|
77.9K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 38.31% |
$143K - $145K
|
10K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.1K- 54.0% |
$324K - $328K
|
12K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.53KNew |
$196K - $198K
|
8.53K
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$408K - $413K
|
17.8K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.9KNew |
$596K - $603K
|
25.9K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22.3K+ 2225.5% |
$511K - $518K
|
23.3K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.1K+ 18.78% |
$760K - $770K
|
209K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
979+ 2.04% |
$22.5K - $22.8K
|
48.9K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
307+ 0.57% |
$7.05K - $7.14K
|
54.4K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-175- 8.14% |
$4.02K - $4.07K
|
1.98K
$45.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.97KNew |
$45.2K - $45.7K
|
1.97K
$45.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
54.4KNew |
$1.25M - $1.27M
|
54.4K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 1.28% |
$391 - $396
|
1.34K
$31.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-400- 0.69% |
$9.19K - $9.31K
|
57.6K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.23K+ 57.95% |
$143K - $145K
|
17K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-196- 7.79% |
$4.5K - $4.56K
|
2.32K
$53.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-234- 11.76% |
$5.38K - $5.45K
|
1.76K
$40.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.69K+ 139.42% |
$177K - $179K
|
13.2K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 1.25% |
$43.1K - $43.7K
|
148K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$9.19K - $9.31K
|
400
$9.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.55K+ 18.35% |
$35.6K - $36K
|
9.98K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1KNew |
$23K - $23.3K
|
1K
$23.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.25K- 6.94% |
$51.6K - $52.2K
|
30.1K
$696K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.37K+ 1.1% |
$54.6K - $55.2K
|
218K
$5.04M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 37.56% |
$317K - $319K
|
22.7K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-666K- 97.24% |
$15.4M - $15.5M
|
18.9K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.17K- 68.66% |
$96.6K - $97.2K
|
1.9K
$44K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$2.34K - $2.36K
|
101
$2.34K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 16.77% |
$41.2K - $41.5K
|
8.83K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$25.2K - $25.4K
|
1.09K
$25.2K
|
|