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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.4KNew |
$253K - $258K
|
11.4K
$255K
|
|
|
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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7K+ 32.22% |
$237K - $241K
|
43.9K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.63K+ 27.84% |
$58.1K - $59.2K
|
12.1K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 5.12% |
$50.8K - $51.8K
|
42.6K
$951K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.13K+ 13.04% |
$47.2K - $48.1K
|
18.5K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.24K+ 1.54% |
$116K - $118K
|
345K
$7.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.05K+ 5.74% |
$23.2K - $23.6K
|
19.3K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.8KNew |
$238K - $243K
|
10.8K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.4KNew |
$274K - $279K
|
12.4K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-3- 0.01% |
$66.3 - $67.6
|
33.3K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
255K+ 2676.07% |
$5.65M - $5.76M
|
265K
$5.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$235K - $240K
|
10.6K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.09K+ 17.32% |
$157K - $160K
|
48K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
193K+ 55.67% |
$4.27M - $4.36M
|
540K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.14K+ 12.37% |
$114K - $116K
|
46.7K
$1.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56.9K+ 44.73% |
$1.26M - $1.28M
|
184K
$4.11M
|
|
| 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 & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 25.63% |
$223K - $230K
|
50K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9KNew |
$327K - $337K
|
14.9K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
6+ 0.06% |
$131 - $136
|
9.84K
$220K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$15.3K - $15.6K
|
705
$15.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
42.9KNew |
$933K - $949K
|
42.9K
$958K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.82K- 10.84% |
$172K - $175K
|
64.3K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.58K+ 26.76% |
$101K - $103K
|
21.7K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-966Closed |
$21.3K - $21.6K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42KNew |
$31.2K - $31.8K
|
1.42K
$31.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$224K - $228K
|
10.2K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
225New |
$4.95K - $5.04K
|
225
$5.02K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.58KNew |
$34.8K - $35.4K
|
1.58K
$35.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.02KNew |
$198K - $202K
|
9.02K
$201K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7KNew |
$278K - $283K
|
12.7K
$283K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$105K - $112K
|
5K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
902New |
$18.9K - $20.2K
|
902
$20.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
813+ 44.18% |
$17.1K - $18.2K
|
2.65K
$59.2K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 1.83% |
$492 - $505
|
1.28K
$28.6K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.73KNew |
$37.1K - $38K
|
1.73K
$38.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$2.06K - $2.21K
|
100
$2.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-65K- 21.67% |
$1.34M - $1.43M
|
235K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
315New |
$6.5K - $6.95K
|
315
$7.03K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
800New |
$16.9K - $18.9K
|
800
$17.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$24.3K - $27.2K
|
1.15K
$25.7K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
245New |
$6K - $6.12K
|
245
$5.47K
|
|