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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
309K+ 35.99% |
$6.65M - $6.95M
|
1.17M
$26.1M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.95KNew |
$193K - $202K
|
8.95K
$200K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 8.65% |
$37.4K - $39.1K
|
21.8K
$488K
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 2.37% |
$34.6K - $36.2K
|
69.3K
$1.55M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
608+ 1.36% |
$13.1K - $13.7K
|
45.3K
$1.01M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 3.45% |
$10.8K - $11.3K
|
15K
$336K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
440K+ 901.79% |
$9.78M - $9.94M
|
489K
$11M
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
372KNew |
$8.25M - $8.38M
|
372K
$8.32M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139K+ 40.18% |
$3.1M - $3.15M
|
487K
$10.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110K+ 191.77% |
$2.44M - $2.47M
|
167K
$3.74M
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
80K+ 776.83% |
$1.78M - $1.81M
|
90.3K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
69K+ 747.41% |
$1.53M - $1.56M
|
78.2K
$1.75M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65K+ 30.19% |
$1.44M - $1.47M
|
281K
$6.28M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.9K+ 7.23% |
$1.15M - $1.17M
|
771K
$17.3M
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
48.3K+ 212.99% |
$1.07M - $1.09M
|
70.9K
$1.59M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.8K+ 67.74% |
$818K - $831K
|
91.2K
$2.04M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.9K+ 81.83% |
$798K - $810K
|
79.8K
$1.79M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33KNew |
$734K - $746K
|
33K
$740K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 11.1% |
$653K - $664K
|
294K
$6.59M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29K+ 15.4% |
$644K - $654K
|
217K
$4.87M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
27.8KNew |
$618K - $628K
|
27.8K
$623K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.3KNew |
$540K - $549K
|
24.3K
$544K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$346K - $351K
|
15.6K
$349K
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.1K+ 7.63% |
$268K - $272K
|
170K
$3.81M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.7K+ 21.23% |
$215K - $219K
|
55.4K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.44KNew |
$210K - $213K
|
9.44K
$211K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.85K+ 17.63% |
$197K - $200K
|
59.1K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.96K+ 5.47% |
$177K - $179K
|
153K
$3.43M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.74K+ 2.03% |
$172K - $175K
|
389K
$8.71M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 12.81% |
$137K - $139K
|
54.2K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.09K+ 369.15% |
$135K - $137K
|
7.74K
$173K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 18.79% |
$126K - $128K
|
35.9K
$805K
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4.75K+ 6.36% |
$106K - $107K
|
79.5K
$1.78M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.42K+ 6.27% |
$98.2K - $99.7K
|
74.9K
$1.68M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.34KNew |
$96.3K - $97.9K
|
4.34K
$97.1K
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.82K+ 35.44% |
$84.8K - $86.1K
|
14.6K
$327K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.23K+ 30.56% |
$71.8K - $73K
|
13.8K
$309K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.84K+ 3.82% |
$40.9K - $41.6K
|
50.1K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.25K+ 3.47% |
$27.8K - $28.2K
|
37.3K
$835K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 2.45% |
$25.3K - $25.7K
|
47.7K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
663+ 4.79% |
$14.7K - $15K
|
14.5K
$325K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
600+ 14.43% |
$13.3K - $13.5K
|
4.76K
$107K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
291+ 0.78% |
$6.46K - $6.56K
|
37.6K
$842K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 0.82% |
$1.33K - $1.35K
|
7.4K
$166K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.1% |
$200 - $203
|
826
$18.5K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
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
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
62.7KNew |
$1.39M - $1.41M
|
62.7K
$1.4M
|