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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-127K- 26.11% |
$2.74M - $2.86M
|
360K
$8.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.36K+ 38.76% |
$115K - $121K
|
19.2K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.97K- 10.01% |
$42.5K - $44.4K
|
17.7K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
768+ 1.53% |
$16.6K - $17.3K
|
50.9K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 14.37% |
$282K - $295K
|
104K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5K- 6.68% |
$108K - $113K
|
69.9K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.72K- 7.24% |
$58.7K - $61.3K
|
34.9K
$782K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.22K+ 9.05% |
$156K - $163K
|
87.1K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.02K+ 12.72% |
$22K - $23K
|
9.04K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2K+ 5.55% |
$43K - $45K
|
37.9K
$850K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.27K+ 8.05% |
$157K - $164K
|
97.6K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79KNew |
$38.7K - $40.4K
|
1.79K
$40.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.96K+ 5.92% |
$42.2K - $44.1K
|
35K
$785K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
93.2KNew |
$2.01M - $2.1M
|
93.2K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.87K+ 6.56% |
$83.5K - $87.3K
|
62.9K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
57.7K+ 15.53% |
$1.24M - $1.3M
|
429K
$9.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.6K+ 48.65% |
$77.6K - $81.1K
|
11K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13KNew |
$281K - $293K
|
13K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.12KNew |
$24.1K - $25.2K
|
1.12K
$25.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
373+ 1.53% |
$8.04K - $8.41K
|
24.7K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
11.4K+ 14.38% |
$246K - $258K
|
90.9K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.07K+ 1.72% |
$109K - $114K
|
299K
$6.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 2.15% |
$259 - $270
|
570
$12.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-242- 11.62% |
$5.22K - $5.45K
|
1.84K
$41.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.2K+ 69.66% |
$219K - $229K
|
24.8K
$555K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15K- 22.51% |
$324K - $338K
|
51.7K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.1KNew |
$239K - $250K
|
11.1K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.75KNew |
$59.3K - $62K
|
2.75K
$61.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.24K- 1.97% |
$26.7K - $27.9K
|
61.5K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 8.65% |
$37.4K - $39.1K
|
21.8K
$488K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.95KNew |
$193K - $202K
|
8.95K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 2.37% |
$34.6K - $36.2K
|
69.3K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-1.28K- 9.49% |
$27.7K - $28.9K
|
12.2K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.41K- 5.59% |
$30.3K - $31.7K
|
23.7K
$532K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 3.45% |
$10.8K - $11.3K
|
15K
$336K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.4KNew |
$209K - $212K
|
9.4K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51- 1.12% |
$1.13K - $1.15K
|
4.5K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.3KNew |
$1.14M - $1.16M
|
51.3K
$1.15M
|
|
|
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
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
15.3K+ 50.09% |
$340K - $345K
|
45.8K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.73K- 64.29% |
$105K - $107K
|
2.63K
$58.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.1K- 65.94% |
$624K - $634K
|
14.5K
$325K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380+ 3.63% |
$8.4K - $8.57K
|
10.9K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
302New |
$6.68K - $6.81K
|
302
$6.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
398New |
$8.8K - $8.97K
|
398
$8.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$11.1K - $11.3K
|
500
$11.2K
|
|
|
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
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-3- 0.01% |
$66.3 - $67.6
|
33.3K
$746K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.97KNew |
$218K - $225K
|
9.97K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9KNew |
$327K - $337K
|
14.9K
$334K
|
|