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 |
|---|---|---|---|---|---|---|---|
|
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
$25.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
373+ 1.53% |
$8.04K - $8.41K
|
24.7K
$555K
|
|
|
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
$6.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 2.15% |
$259 - $270
|
570
$12.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.2K+ 69.66% |
$219K - $229K
|
24.8K
$556K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
324+ 0.09% |
$6.99K - $7.3K
|
342K
$7.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-242- 11.62% |
$5.22K - $5.45K
|
1.84K
$41.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.69% |
$302 - $316
|
840
$18.9K
|
|
|
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
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.75KNew |
$59.3K - $62K
|
2.75K
$61.8K
|
|
|
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 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
39.2KNew |
$844K - $882K
|
39.2K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 8.65% |
$37.4K - $39.1K
|
21.8K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 15.81% |
$51.6K - $53.9K
|
12.7K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.95KNew |
$193K - $202K
|
8.95K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
608+ 1.36% |
$13.1K - $13.7K
|
45.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 2.37% |
$34.6K - $36.2K
|
69.3K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-1.28K- 9.49% |
$27.7K - $28.9K
|
12.2K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-173K- 74.8% |
$3.73M - $3.9M
|
58.3K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-449- 3.59% |
$9.68K - $10.1K
|
12K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.41K- 5.59% |
$30.3K - $31.7K
|
23.7K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
309K+ 35.99% |
$6.65M - $6.95M
|
1.17M
$26.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 3.45% |
$10.8K - $11.3K
|
15K
$337K
|
|
| 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
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
15.3K+ 50.09% |
$340K - $345K
|
45.8K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
600+ 14.43% |
$13.3K - $13.5K
|
4.76K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.73K- 64.29% |
$105K - $107K
|
2.63K
$59K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
27.8KNew |
$618K - $628K
|
27.8K
$625K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.1K- 65.94% |
$624K - $634K
|
14.5K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 12.81% |
$137K - $139K
|
54.2K
$1.22M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380+ 3.63% |
$8.4K - $8.57K
|
10.9K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
302New |
$6.68K - $6.81K
|
302
$6.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
398New |
$8.8K - $8.97K
|
398
$8.94K
|
|
|
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
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-3- 0.01% |
$66.3 - $67.6
|
33.3K
$748K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.97KNew |
$218K - $225K
|
9.97K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9KNew |
$327K - $337K
|
14.9K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 25.63% |
$223K - $230K
|
50K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
6+ 0.06% |
$131 - $136
|
9.84K
$221K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$15.3K - $15.6K
|
705
$15.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
42.9KNew |
$933K - $949K
|
42.9K
$964K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.82K- 10.84% |
$172K - $175K
|
64.3K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.58K+ 26.76% |
$101K - $103K
|
21.7K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-966Closed |
$21.3K - $21.6K
|
0
$0
|
|