Latest Institutional Purchases of Ishares Tr Ibonds 2027 Term Hi (IBHG)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds 2027 Term Hi (IBHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
332KNew |
$7.21M - $7.34M
|
332K
$7.41M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 136.55% |
$3.25M - $3.31M
|
259K
$5.8M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142K+ 690.16% |
$3.08M - $3.13M
|
162K
$3.62M
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86K+ 78.74% |
$1.87M - $1.9M
|
195K
$4.36M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45K+ 143.92% |
$978K - $996K
|
76.3K
$1.7M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
42.9KNew |
$933K - $949K
|
42.9K
$959K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
33.5K+ 11.53% |
$728K - $741K
|
324K
$7.24M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24KNew |
$522K - $531K
|
24K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24K+ 44.26% |
$522K - $531K
|
78.3K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3KNew |
$353K - $360K
|
16.3K
$363K
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
16K+ 133.33% |
$348K - $354K
|
28K
$626K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 44.25% |
$257K - $262K
|
38.6K
$861K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 38.27% |
$223K - $227K
|
37.1K
$829K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.86KNew |
$214K - $218K
|
9.86K
$220K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.63KNew |
$209K - $213K
|
9.63K
$215K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.69K+ 15.29% |
$189K - $192K
|
65.6K
$1.46M
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 56.95% |
$188K - $191K
|
23.8K
$532K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.24K+ 33.25% |
$179K - $182K
|
33K
$738K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.04K+ 32.92% |
$175K - $178K
|
32.5K
$725K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.09K+ 12.48% |
$154K - $157K
|
63.9K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.84K+ 26.58% |
$149K - $151K
|
32.6K
$728K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.1K+ 16.96% |
$89.1K - $90.7K
|
28.3K
$632K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.95K+ 11.15% |
$85.7K - $87.3K
|
39.3K
$878K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.9K+ 29.37% |
$84.6K - $86.2K
|
17.2K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.84K+ 9.18% |
$83.3K - $84.8K
|
45.6K
$1.02M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.59K+ 9.9% |
$77.9K - $79.3K
|
39.8K
$889K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.08K+ 13.06% |
$67K - $68.2K
|
26.7K
$596K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.5K+ 19.71% |
$54.2K - $55.2K
|
15.2K
$339K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.14K+ 14.7% |
$46.6K - $47.4K
|
16.7K
$374K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 4.75% |
$43.5K - $44.2K
|
44.1K
$985K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.88K+ 14.71% |
$40.9K - $41.6K
|
14.7K
$328K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$15.3K - $15.6K
|
705
$15.7K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
610+ 2.15% |
$13.3K - $13.5K
|
29K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
280New |
$6.08K - $6.19K
|
280
$6.26K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 115.12% |
$1.08M - $1.1M
|
91.5K
$2.04M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7KNew |
$278K - $283K
|
12.7K
$283K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$224K - $228K
|
10.2K
$227K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.02KNew |
$198K - $202K
|
9.02K
$201K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.58K+ 26.76% |
$101K - $103K
|
21.7K
$485K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.58KNew |
$34.8K - $35.4K
|
1.58K
$35.3K
|
|
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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
225New |
$4.95K - $5.04K
|
225
$5.03K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$220K - $234K
|
10.5K
$234K
|
|
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
$59.3K
|
|
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
$38.7K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
315New |
$6.59K - $6.95K
|
315
$7.04K
|