Latest Institutional Transactions on Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds 2029 Term Hi (IBHI) 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 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.53K- 63.49% |
$123K - $131K
|
3.18K
$74.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48.6K+ 10.5% |
$1.08M - $1.15M
|
512K
$12M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.75K+ 15.64% |
$86.8K - $89.2K
|
27.7K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.29M - $1.32M
|
55.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$276K - $283K
|
11.9K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.44K+ 22.2% |
$219K - $225K
|
52K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 27.3% |
$1.43M - $1.47M
|
289K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 62.95% |
$2.95M - $3.03M
|
329K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$243K - $249K
|
10.5K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.2K- 25.15% |
$607K - $624K
|
78.1K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-323- 0.81% |
$7.48K - $7.68K
|
39.8K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$344K - $353K
|
14.9K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
844+ 9.74% |
$19.5K - $20.1K
|
9.51K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$394K - $405K
|
17K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$33.3K - $34.2K
|
1.44K
$33.9K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 38.63% |
$247K - $254K
|
38.3K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
74.2KNew |
$1.72M - $1.76M
|
74.2K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66New |
$1.53K - $1.57K
|
66
$1.55K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.1K+ 30.04% |
$581K - $597K
|
109K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
41.4K+ 390.24% |
$958K - $984K
|
52K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 29.65% |
$61.7K - $63.4K
|
11.7K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
425+ 17.89% |
$9.84K - $10.1K
|
2.8K
$65.9K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
54.1KNew |
$1.25M - $1.29M
|
54.1K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
296K+ 3003.19% |
$6.85M - $7.03M
|
306K
$7.19M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
356KNew |
$8.24M - $8.46M
|
356K
$8.38M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 1.22% |
$116 - $119
|
414
$9.74K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-12.7K- 49.71% |
$293K - $301K
|
12.8K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 3.93% |
$272K - $279K
|
310K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.86K+ 4.05% |
$43K - $44.2K
|
47.7K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.44K+ 11.57% |
$103K - $106K
|
42.8K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 20.3% |
$77.1K - $79.2K
|
19.7K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 4.82% |
$64.2K - $65.9K
|
54.7K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
258+ 2.77% |
$5.97K - $6.14K
|
9.57K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.55K+ 13.5% |
$82.1K - $84.4K
|
29.8K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
230+ 25.5% |
$5.32K - $5.47K
|
1.13K
$26.6K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
118K+ 5356.41% |
$2.73M - $2.8M
|
120K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.47KNew |
$57.2K - $58.8K
|
2.47K
$58.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
5.14K+ 11.01% |
$119K - $122K
|
51.8K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-176K- 87.52% |
$4.08M - $4.19M
|
25.1K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.17% |
$208 - $214
|
780
$18.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.6K+ 253.09% |
$37K - $38K
|
2.23K
$52.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10.1KNew |
$234K - $240K
|
10.1K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
188K+ 1499.1% |
$4.36M - $4.48M
|
201K
$4.73M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 87.82% |
$46.9K - $48.1K
|
4.32K
$102K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$3.51K - $3.6K
|
151
$3.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$46.4K - $47.7K
|
2K
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7KNew |
$342K - $351K
|
14.7K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
943+ 35.56% |
$21.9K - $22.5K
|
3.6K
$84.6K
|
|