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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
943+ 35.56% |
$21.9K - $22.5K
|
3.6K
$84.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 94.41% |
$409K - $420K
|
36.2K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
528New |
$12.3K - $12.6K
|
528
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
942New |
$21.9K - $22.5K
|
942
$22.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 16.35% |
$23.2K - $23.8K
|
7.12K
$167K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
895New |
$20.8K - $21.3K
|
895
$21.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 11.58% |
$24.8K - $25.5K
|
10.3K
$242K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$252K - $263K
|
11K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-359- 1.1% |
$8.25K - $8.61K
|
32.3K
$759K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$197K - $205K
|
8.56K
$201K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$2.27K - $2.32K
|
100
$2.35K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.65KNew |
$198K - $202K
|
8.65K
$203K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
508+ 9.25% |
$10.7K - $11.8K
|
6K
$141K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
173New |
$3.77K - $3.89K
|
173
$4.07K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$242K - $259K
|
11.5K
$271K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.35KNew |
$29.6K - $33.9K
|
1.35K
$31.8K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
300KNew |
$7.32M - $7.55M
|
300K
$7.06M
|
|