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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
110+ 0.19% |
$2.55K - $2.56K
|
56.6K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 0.56% |
$1.09K - $1.09K
|
8.41K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 0.5% |
$1.02K - $1.02K
|
8.83K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.07% |
$694 - $697
|
44.8K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
28+ 0.33% |
$648 - $650
|
8.63K
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23+ 0.13% |
$532 - $534
|
17.2K
$399K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
14+ 0.13% |
$324 - $325
|
10.5K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9+ 0.1% |
$208 - $209
|
8.62K
$199K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.32% |
$208 - $209
|
2.81K
$65.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.5% |
$116 - $116
|
996
$23K
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$23.1 - $23.2
|
27.1K
$626K
|
|
| Q2 2025 | |||||||
|
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 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
54.4KNew |
$1.25M - $1.27M
|
54.4K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.1K+ 18.78% |
$760K - $770K
|
209K
$4.84M
|
|
|
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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$408K - $413K
|
17.8K
$411K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 18.8% |
$402K - $407K
|
111K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$281K - $284K
|
12.2K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.53KNew |
$196K - $198K
|
8.53K
$197K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.69K+ 139.42% |
$177K - $179K
|
13.2K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.23K+ 57.95% |
$143K - $145K
|
17K
$393K
|
|
|
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
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.37K+ 1.1% |
$54.6K - $55.2K
|
218K
$5.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.97KNew |
$45.2K - $45.7K
|
1.97K
$45.5K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
979+ 2.04% |
$22.5K - $22.8K
|
48.9K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$9.19K - $9.31K
|
400
$9.26K
|
|
|
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 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
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 1.28% |
$391 - $396
|
1.34K
$31.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8KNew |
$365K - $368K
|
15.8K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4KNew |
$92.6K - $93.3K
|
4K
$92.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 198700.0% |
$46K - $46.3K
|
1.99K
$46K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$25.2K - $25.4K
|
1.09K
$25.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
223+ 1.88% |
$5.16K - $5.2K
|
12.1K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$2.34K - $2.36K
|
101
$2.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 1.1% |
$811 - $816
|
3.23K
$74.8K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.3KNew |
$400K - $404K
|
17.3K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.32KNew |
$215K - $217K
|
9.32K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
378New |
$8.72K - $8.8K
|
378
$8.75K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
323+ 3.22% |
$7.45K - $7.52K
|
10.3K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
271New |
$6.25K - $6.31K
|
271
$6.27K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112K+ 159.37% |
$2.58M - $2.61M
|
182K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$1.97M - $1.99M
|
85.5K
$1.98M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
39.8KNew |
$917K - $928K
|
39.8K
$922K
|
|