Latest Institutional Transactions on Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds 2027 Term Hi (IBHG) 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 |
---|---|---|---|---|---|---|---|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 8.51% |
$267K - $271K
|
129K
$2.89M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$346K - $351K
|
15.6K
$349K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.25K+ 3.47% |
$27.8K - $28.2K
|
37.3K
$835K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.3KNew |
$1.14M - $1.16M
|
51.3K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
69K+ 747.41% |
$1.53M - $1.56M
|
78.2K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.7K+ 21.23% |
$215K - $219K
|
55.4K
$1.24M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110K+ 191.77% |
$2.44M - $2.47M
|
167K
$3.74M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29K+ 15.4% |
$644K - $654K
|
217K
$4.87M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.96K+ 5.47% |
$177K - $179K
|
153K
$3.43M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
663+ 4.79% |
$14.7K - $15K
|
14.5K
$325K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29K- 22.18% |
$645K - $655K
|
102K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 2.45% |
$25.3K - $25.7K
|
47.7K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51- 1.12% |
$1.13K - $1.15K
|
4.5K
$101K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.9K+ 7.23% |
$1.15M - $1.17M
|
771K
$17.3M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.34KNew |
$96.3K - $97.9K
|
4.34K
$97.1K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 0.82% |
$1.33K - $1.35K
|
7.4K
$166K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-829- 5.18% |
$18.4K - $18.7K
|
15.2K
$340K
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
15.3K+ 50.09% |
$340K - $345K
|
45.8K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
80K+ 776.83% |
$1.78M - $1.81M
|
90.3K
$2.02M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
440K+ 901.79% |
$9.78M - $9.94M
|
489K
$11M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.1K+ 7.63% |
$268K - $272K
|
170K
$3.81M
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
600+ 14.43% |
$13.3K - $13.5K
|
4.76K
$107K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
48.3K+ 212.99% |
$1.07M - $1.09M
|
70.9K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.44KNew |
$210K - $213K
|
9.44K
$211K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.28K- 6.61% |
$28.3K - $28.8K
|
18K
$404K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.73K- 64.29% |
$105K - $107K
|
2.63K
$58.8K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.4K+ 148.12% |
$1.05M - $1.07M
|
79.3K
$1.78M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139K+ 40.18% |
$3.1M - $3.15M
|
487K
$10.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.74K+ 2.03% |
$172K - $175K
|
389K
$8.71M
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-12.7K- 39.26% |
$283K - $287K
|
19.7K
$441K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
291+ 0.78% |
$6.46K - $6.56K
|
37.6K
$842K
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
372KNew |
$8.25M - $8.38M
|
372K
$8.32M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.54K- 1.02% |
$78.6K - $79.8K
|
342K
$7.65M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.84K+ 3.82% |
$40.9K - $41.6K
|
50.1K
$1.12M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.09K+ 369.15% |
$135K - $137K
|
7.74K
$173K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65K+ 30.19% |
$1.44M - $1.47M
|
281K
$6.28M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.49K+ 42.13% |
$99.6K - $101K
|
15.1K
$339K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 18.79% |
$126K - $128K
|
35.9K
$805K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.42K+ 6.27% |
$98.2K - $99.7K
|
74.9K
$1.68M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.8K+ 67.74% |
$818K - $831K
|
91.2K
$2.04M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.27K- 4.68% |
$72.7K - $73.8K
|
66.7K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.9K+ 81.83% |
$798K - $810K
|
79.8K
$1.79M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.23K+ 30.56% |
$71.8K - $73K
|
13.8K
$309K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
431+ 3.57% |
$9.57K - $9.72K
|
12.5K
$280K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-571- 21.52% |
$12.7K - $12.9K
|
2.08K
$46.6K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33KNew |
$734K - $746K
|
33K
$740K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.3KNew |
$540K - $549K
|
24.3K
$544K
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
21K+ 44.91% |
$466K - $473K
|
67.7K
$1.52M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 11.1% |
$653K - $664K
|
294K
$6.59M
|