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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 38.31% |
$143K - $145K
|
10K
$232K
|
|
|
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 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 1.25% |
$43.1K - $43.7K
|
148K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.01K- 1.29% |
$23.3K - $23.6K
|
77.9K
$1.8M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-697- 6.01% |
$16K - $16.2K
|
10.9K
$252K
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-234- 11.76% |
$5.38K - $5.45K
|
1.76K
$40.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-196- 7.79% |
$4.5K - $4.56K
|
2.32K
$53.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-175- 8.14% |
$4.02K - $4.07K
|
1.98K
$45.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-666K- 97.24% |
$15.4M - $15.5M
|
18.9K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-283K- 98.91% |
$6.56M - $6.61M
|
3.11K
$71.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-22K- 70.05% |
$509K - $513K
|
9.4K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 37.56% |
$317K - $319K
|
22.7K
$526K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-6.56K- 30.09% |
$152K - $153K
|
15.2K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.17K- 68.66% |
$96.6K - $97.2K
|
1.9K
$44K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 16.77% |
$41.2K - $41.5K
|
8.83K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.37K- 9.9% |
$31.8K - $32K
|
12.5K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-279- 0.43% |
$6.46K - $6.51K
|
64.3K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-43- 0.1% |
$996 - $1K
|
40.9K
$947K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.04K- 25.82% |
$93.2K - $94K
|
11.6K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.11K- 19.35% |
$71.7K - $72.3K
|
12.9K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-765- 6.63% |
$17.7K - $17.8K
|
10.8K
$249K
|
|
| Q3 2024 | |||||||
|
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 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 32.2% |
$120K - $121K
|
10.9K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-108- 13.45% |
$2.49K - $2.52K
|
695
$16.1K
|
|
|
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
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-297- 22.9% |
$6.89K - $6.94K
|
1K
$23.1K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.67K- 16.5% |
$61.5K - $62.5K
|
13.5K
$313K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.39% |
$45.2 - $46.5
|
509
$11.8K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.91K- 36.74% |
$43K - $44.1K
|
3.3K
$76.2K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-223KClosed |
$4.92M - $5.22M
|
0
$0
|
|