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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
903+ 52.56% |
$20K - $21.4K
|
2.62K
$62.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 30.91% |
$2.26M - $2.41M
|
431K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-34.9K- 67.11% |
$772K - $826K
|
17.1K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.32% |
$842 - $900
|
12K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 3575.76% |
$52.3K - $55.9K
|
2.43K
$57.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2K+ 33.03% |
$380K - $407K
|
69.1K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-750- 2.7% |
$16.6K - $17.8K
|
27K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.95K+ 2.76% |
$176K - $188K
|
296K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.3KNew |
$316K - $338K
|
14.3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.57K- 21.54% |
$190K - $203K
|
31.2K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-32.3K- 29.74% |
$716K - $766K
|
76.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
452+ 0.83% |
$10K - $10.7K
|
54.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.68K- 18.17% |
$59.3K - $63.5K
|
12.1K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 64.49% |
$518K - $554K
|
59.6K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.99K- 3.82% |
$66.1K - $70.7K
|
75.1K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-380- 0.99% |
$8.42K - $9K
|
37.9K
$900K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.06K+ 28.95% |
$45.6K - $48.8K
|
9.18K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.75K+ 18.12% |
$172K - $184K
|
50.6K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26.7KNew |
$591K - $633K
|
26.7K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
73.9K+ 497.03% |
$1.64M - $1.75M
|
88.7K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 15.5% |
$67.7K - $72.4K
|
22.8K
$541K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.32K+ 2.77% |
$29.3K - $31.4K
|
49.1K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.28K- 10.01% |
$28.4K - $30.4K
|
11.5K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.56K+ 89.44% |
$190K - $203K
|
18.1K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.56K+ 10.19% |
$167K - $179K
|
81.8K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 4.31% |
$297K - $317K
|
324K
$7.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
25.3K+ 21.1% |
$561K - $600K
|
145K
$3.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.91K+ 19.82% |
$131K - $140K
|
35.7K
$849K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
77.3KNew |
$1.71M - $1.83M
|
77.3K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-75- 0.64% |
$1.66K - $1.78K
|
11.6K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6KNew |
$300K - $321K
|
13.6K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
36.1K+ 10.14% |
$800K - $855K
|
392K
$9.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 118.17% |
$657K - $703K
|
54.8K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.04K+ 163.24% |
$89.4K - $95.6K
|
6.51K
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9.24K+ 17.82% |
$205K - $219K
|
61.1K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 20.41% |
$46.5K - $49.7K
|
12.4K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$288 - $308
|
541
$12.9K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$190K - $203K
|
8.56K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
601+ 0.2% |
$13.3K - $14.2K
|
306K
$7.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-230- 20.32% |
$5.09K - $5.45K
|
902
$21.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.79% |
$310 - $332
|
794
$18.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7+ 1.69% |
$155 - $166
|
421
$10K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.5K- 21.06% |
$255K - $273K
|
43.2K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
500+ 4.96% |
$11.1K - $11.8K
|
10.6K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-166- 1.54% |
$3.68K - $3.93K
|
10.6K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.94KNew |
$43.1K - $46.1K
|
1.94K
$46.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32.7KNew |
$725K - $775K
|
32.7K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.03K+ 4.0% |
$178K - $190K
|
209K
$4.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.53K- 63.49% |
$123K - $131K
|
3.18K
$75.6K
|