Latest Institutional Purchases of Ishares Ibonds 2025 Term High (IBHE)
This list provides information on the latest institutional transactions involving Ishares Ibonds 2025 Term High (IBHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
208K+ 100.56% |
$4.82M - $4.84M
|
415K
$9.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98.4KNew |
$2.28M - $2.29M
|
98.4K
$2.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
43.5K+ 17.23% |
$1.01M - $1.01M
|
296K
$6.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.1K+ 43.02% |
$790K - $793K
|
114K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34.1K+ 5.7% |
$790K - $793K
|
632K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.4KNew |
$726K - $729K
|
31.4K
$726K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
20.2K+ 173.06% |
$467K - $469K
|
31.9K
$738K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20K+ 44.02% |
$463K - $465K
|
65.4K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.6KNew |
$385K - $387K
|
16.6K
$385K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.8KNew |
$342K - $344K
|
14.8K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$335K - $336K
|
14.5K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
12.3K+ 10.71% |
$285K - $286K
|
127K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.8KNew |
$273K - $274K
|
11.8K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.92KNew |
$230K - $231K
|
9.92K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.76K+ 97.37% |
$203K - $203K
|
17.8K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.64KNew |
$200K - $201K
|
8.64K
$200K
|
|
|
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
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.92K+ 1.98% |
$160K - $161K
|
356K
$8.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.42K+ 10.15% |
$149K - $149K
|
69.7K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.51K+ 7.04% |
$127K - $128K
|
83.7K
$1.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5KNew |
$127K - $128K
|
5.5K
$127K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5.1K+ 20.11% |
$118K - $119K
|
30.5K
$705K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.02K+ 2.2% |
$116K - $116K
|
232K
$5.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.87K+ 1.27% |
$113K - $113K
|
388K
$8.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.46K+ 23.42% |
$103K - $103K
|
23.5K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.37K+ 14.69% |
$101K - $102K
|
34.1K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.66K+ 41.17% |
$84.7K - $85K
|
12.5K
$290K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.56K+ 4.87% |
$82.4K - $82.7K
|
76.7K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.2K+ 0.37% |
$74.1K - $74.4K
|
875K
$20.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.14K+ 7.25% |
$72.8K - $73K
|
46.5K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
2.23K+ 4.73% |
$51.5K - $51.7K
|
49.3K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.15K+ 7.02% |
$49.8K - $49.9K
|
32.8K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.81K+ 3.67% |
$41.9K - $42K
|
51.1K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
1.59KNew |
$36.8K - $36.9K
|
1.59K
$36.8K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.36K+ 9.62% |
$31.4K - $31.5K
|
15.4K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.13K+ 4.91% |
$26.2K - $26.3K
|
24.2K
$559K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
998New |
$23.1K - $23.2K
|
998
$23.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
553+ 0.4% |
$12.8K - $12.8K
|
140K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
431New |
$9.97K - $10K
|
431
$9.97K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
377+ 1.17% |
$8.72K - $8.76K
|
32.6K
$754K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
280+ 2.43% |
$6.48K - $6.5K
|
11.8K
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
257+ 1.34% |
$5.95K - $5.97K
|
19.4K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
254+ 0.82% |
$5.88K - $5.9K
|
31.1K
$721K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
254+ 2.27% |
$5.88K - $5.9K
|
11.5K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
238+ 1.17% |
$5.51K - $5.53K
|
20.6K
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
148New |
$3.42K - $3.44K
|
148
$3.42K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
135+ 0.36% |
$3.12K - $3.14K
|
37.6K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
118+ 1.06% |
$2.73K - $2.74K
|
11.2K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
116+ 1.17% |
$2.68K - $2.69K
|
10K
$232K
|
|