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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$224K - $228K
|
10.2K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.58KNew |
$34.8K - $35.4K
|
1.58K
$35.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.02KNew |
$198K - $202K
|
9.02K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7KNew |
$278K - $283K
|
12.7K
$284K
|
|
| 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
$20.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
813+ 44.18% |
$17.1K - $18.2K
|
2.65K
$59.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$220K - $234K
|
10.5K
$235K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 1.83% |
$492 - $505
|
1.28K
$28.7K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.73KNew |
$37.1K - $38K
|
1.73K
$38.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$2.06K - $2.21K
|
100
$2.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-65K- 21.67% |
$1.34M - $1.43M
|
235K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
315New |
$6.5K - $6.95K
|
315
$7.06K
|
|
| 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
$25.8K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
245New |
$6K - $6.12K
|
245
$5.49K
|
|