Latest Institutional Purchases of Ishares Tr Ibonds 2029 Term Hi (IBHI)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds 2029 Term Hi (IBHI) 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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
356KNew |
$8.24M - $8.46M
|
356K
$8.23M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
296K+ 3003.19% |
$6.85M - $7.03M
|
306K
$7.06M
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
188K+ 1499.1% |
$4.36M - $4.48M
|
201K
$4.64M
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
176K+ 61.35% |
$4.08M - $4.19M
|
463K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 62.95% |
$2.95M - $3.03M
|
329K
$7.61M
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
118K+ 5356.41% |
$2.73M - $2.8M
|
120K
$2.77M
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
74.2KNew |
$1.72M - $1.76M
|
74.2K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 27.3% |
$1.43M - $1.47M
|
289K
$6.67M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.29M - $1.32M
|
55.7K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
54.1KNew |
$1.25M - $1.29M
|
54.1K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
41.4K+ 390.24% |
$958K - $984K
|
52K
$1.2M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.1K+ 30.04% |
$581K - $597K
|
109K
$2.51M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$394K - $405K
|
17K
$394K
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$344K - $353K
|
14.9K
$343K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$276K - $283K
|
11.9K
$275K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 3.93% |
$272K - $279K
|
310K
$7.17M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 38.63% |
$247K - $254K
|
38.3K
$885K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$243K - $249K
|
10.5K
$242K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10.1KNew |
$234K - $240K
|
10.1K
$233K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.44K+ 22.2% |
$219K - $225K
|
52K
$1.2M
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
5.14K+ 11.01% |
$119K - $122K
|
51.8K
$1.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.44K+ 11.57% |
$103K - $106K
|
42.8K
$989K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.75K+ 15.64% |
$86.8K - $89.2K
|
27.7K
$641K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.55K+ 13.5% |
$82.1K - $84.4K
|
29.8K
$689K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 20.3% |
$77.1K - $79.2K
|
19.7K
$456K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 29.65% |
$61.7K - $63.4K
|
11.7K
$270K
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.47KNew |
$57.2K - $58.8K
|
2.47K
$57.2K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.86K+ 4.05% |
$43K - $44.2K
|
47.7K
$1.1M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.6K+ 253.09% |
$37K - $38K
|
2.23K
$51.5K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$33.3K - $34.2K
|
1.44K
$33.3K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
844+ 9.74% |
$19.5K - $20.1K
|
9.51K
$220K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
425+ 17.89% |
$9.84K - $10.1K
|
2.8K
$64.7K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
258+ 2.77% |
$5.97K - $6.14K
|
9.57K
$221K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
230+ 25.5% |
$5.32K - $5.47K
|
1.13K
$26.2K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66New |
$1.53K - $1.57K
|
66
$1.53K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.17% |
$208 - $214
|
780
$18K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 1.22% |
$116 - $119
|
414
$9.57K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 94.41% |
$409K - $420K
|
36.2K
$838K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7KNew |
$342K - $351K
|
14.7K
$341K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$46.4K - $47.7K
|
2K
$46.2K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 11.58% |
$24.8K - $25.5K
|
10.3K
$238K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 16.35% |
$23.2K - $23.8K
|
7.12K
$164K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
943+ 35.56% |
$21.9K - $22.5K
|
3.6K
$83.1K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
942New |
$21.9K - $22.5K
|
942
$21.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
895New |
$20.8K - $21.3K
|
895
$20.7K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
528New |
$12.3K - $12.6K
|
528
$12.2K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$3.51K - $3.6K
|
151
$3.49K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$252K - $263K
|
11K
$254K
|