Latest Institutional Transactions on Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds 2028 Term Hi (IBHH) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
350+ 77.78% |
$7.83K - $8.31K
|
800
$19K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.52KNew |
$33.9K - $36K
|
1.52K
$36K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
96.4KNew |
$2.15M - $2.29M
|
96.4K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
54.3K+ 15.45% |
$1.21M - $1.29M
|
406K
$9.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.2K+ 16.2% |
$183K - $194K
|
58.8K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7KNew |
$419K - $445K
|
18.7K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.3K+ 12.66% |
$230K - $244K
|
91.4K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$291 - $308
|
542
$12.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.97K+ 61.38% |
$178K - $189K
|
21K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.6K- 24.21% |
$326K - $346K
|
45.7K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 45.13% |
$820K - $871K
|
118K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.93KNew |
$43K - $45.7K
|
1.93K
$45.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
9.68KNew |
$216K - $230K
|
9.68K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 9.24% |
$104K - $111K
|
55.1K
$1.31M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48- 1.1% |
$1.12K - $1.14K
|
4.3K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.55K- 46.27% |
$36.2K - $36.8K
|
1.8K
$42.7K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.5KNew |
$243K - $249K
|
10.5K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141New |
$3.27K - $3.35K
|
141
$3.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
87New |
$2.02K - $2.07K
|
87
$2.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
943New |
$21.9K - $22.4K
|
943
$22.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
212+ 3.71% |
$4.91K - $5.03K
|
5.93K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
$80.4K - $82.3K
|
3.47K
$82.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
294+ 2.07% |
$6.81K - $6.98K
|
14.5K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.58K+ 30.15% |
$59.8K - $61.2K
|
11.1K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.82K- 10.15% |
$42.1K - $43.2K
|
16.1K
$382K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
99.7K+ 335.34% |
$2.29M - $2.39M
|
129K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15K+ 23.83% |
$344K - $359K
|
77.8K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 20.31% |
$98.1K - $102K
|
25.3K
$600K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.06K- 35.15% |
$185K - $193K
|
14.9K
$352K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$232K - $235K
|
10K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.07KNew |
$209K - $212K
|
9.07K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.73K+ 7.54% |
$40K - $40.5K
|
24.7K
$587K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$199K - $202K
|
8.62K
$204K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$108K - $117K
|
5K
$119K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-120K- 40.0% |
$2.65M - $2.73M
|
180K
$4.27M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24K- 57.3% |
$532K - $545K
|
17.9K
$424K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
300New |
$6.46K - $6.83K
|
300
$7.11K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
450New |
$10K - $11.4K
|
450
$10.7K
|
|