Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.16M- 96.75% |
$26.7M - $27M
|
38.9K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-535K- 43.87% |
$12.3M - $12.5M
|
685K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-285K- 99.85% |
$6.56M - $6.64M
|
426
$9.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.2K- 55.14% |
$1.98M - $2.01M
|
70.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.3K- 37.92% |
$1.78M - $1.8M
|
127K
$2.93M
|
|
|
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 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-64.9K- 47.3% |
$1.49M - $1.51M
|
72.3K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.8K- 20.88% |
$1.19M - $1.21M
|
196K
$4.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17K- 2.66% |
$392K - $396K
|
623K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-13.5K- 2.58% |
$311K - $314K
|
508K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 11.45% |
$231K - $234K
|
77.6K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.32K- 34.14% |
$191K - $194K
|
16K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.3K- 69.56% |
$168K - $170K
|
3.2K
$74K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.63K- 3.56% |
$130K - $131K
|
153K
$3.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 32.2% |
$120K - $121K
|
10.9K
$253K
|
|
|
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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.33K- 1.14% |
$53.6K - $54.3K
|
201K
$4.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 17.66% |
$49.5K - $50.1K
|
10K
$232K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 7.72% |
$39.5K - $39.9K
|
20.5K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-500- 5.37% |
$11.5K - $11.7K
|
8.81K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-108- 13.45% |
$2.49K - $2.52K
|
695
$16.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-50- 0.19% |
$1.15K - $1.17K
|
25.7K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40Closed |
$921 - $932
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23.4K- 99.24% |
$544K - $548K
|
179
$4.14K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 24.82% |
$348K - $351K
|
45.4K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.5K- 12.88% |
$128K - $129K
|
37.2K
$862K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-297- 22.9% |
$6.89K - $6.94K
|
1K
$23.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-153- 2.46% |
$3.55K - $3.58K
|
6.07K
$141K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.67K- 16.5% |
$61.5K - $62.5K
|
13.5K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-919- 37.6% |
$21.2K - $21.5K
|
1.53K
$35.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 1.27% |
$2.3K - $2.34K
|
7.75K
$179K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.39% |
$45.2 - $46.5
|
509
$11.8K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2- 0.48% |
$45.4 - $46.1
|
412
$9.54K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.91K- 36.74% |
$43K - $44.1K
|
3.3K
$76.3K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-223KClosed |
$4.92M - $5.22M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|