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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.95K+ 28.29% |
$176K - $179K
|
36.1K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
22.4K+ 7994.64% |
$495K - $505K
|
22.7K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46K+ 17.45% |
$165K - $168K
|
50.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
10.3KNew |
$228K - $232K
|
10.3K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.6K+ 31.05% |
$986K - $1.01M
|
188K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 2.55% |
$26.4K - $26.9K
|
45.7K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.8KNew |
$306K - $312K
|
13.8K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16KNew |
$354K - $361K
|
16K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 47.03% |
$926K - $944K
|
131K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
7.34KNew |
$162K - $165K
|
7.34K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
900+ 7.5% |
$19.9K - $20.3K
|
12.9K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.41K+ 6.14% |
$186K - $189K
|
145K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.6KNew |
$367K - $374K
|
16.6K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.16KNew |
$91.9K - $93.7K
|
4.16K
$93.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.81K- 11.1% |
$128K - $131K
|
46.5K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.23KNew |
$204K - $208K
|
9.23K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.67K+ 33.94% |
$169K - $173K
|
30.3K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
30.5KNew |
$675K - $688K
|
30.5K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55K+ 2.78% |
$34.2K - $34.9K
|
57.2K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.55KNew |
$101K - $103K
|
4.55K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.8K+ 47.71% |
$504K - $513K
|
70.5K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.13K+ 40.62% |
$47K - $47.9K
|
7.36K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.98K- 7.39% |
$65.8K - $67.1K
|
37.3K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 36.5% |
$289K - $294K
|
48.8K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$36.5K - $37.2K
|
1.65K
$37K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-96.1K- 30.84% |
$2.12M - $2.17M
|
215K
$4.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508K+ 241.34% |
$11.2M - $11.5M
|
719K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
302New |
$6.68K - $6.81K
|
302
$6.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 4.05% |
$328K - $335K
|
381K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$11.1K - $11.3K
|
500
$11.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
558New |
$12.3K - $12.6K
|
558
$12.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41+ 0.44% |
$907 - $924
|
9.4K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
398New |
$8.8K - $8.97K
|
398
$8.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.44K+ 15.84% |
$98.1K - $100K
|
32.4K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.02KNew |
$177K - $181K
|
8.02K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.92K- 5.68% |
$42.5K - $43.4K
|
32K
$717K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
32.5KNew |
$718K - $732K
|
32.5K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.4KNew |
$1.2M - $1.23M
|
54.4K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 4.06% |
$299K - $305K
|
347K
$7.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
158KNew |
$3.5M - $3.56M
|
158K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
5.45K+ 7.86% |
$120K - $123K
|
74.7K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.54K+ 5.55% |
$56.1K - $57.2K
|
48.3K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 4.58% |
$67.7K - $69K
|
70K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6KNew |
$234K - $239K
|
10.6K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.71K+ 8.71% |
$37.8K - $38.5K
|
21.3K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$385K - $392K
|
17.4K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 2.25% |
$398 - $406
|
817
$18.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.4KNew |
$253K - $258K
|
11.4K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$1.84M - $1.88M
|
83.2K
$1.87M
|