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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 30.91% |
$2.26M - $2.41M
|
431K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
77.3KNew |
$1.71M - $1.83M
|
77.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
73.9K+ 497.03% |
$1.64M - $1.75M
|
88.7K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48.6K+ 10.5% |
$1.08M - $1.15M
|
512K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
36.1K+ 10.14% |
$800K - $855K
|
392K
$9.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32.7KNew |
$725K - $775K
|
32.7K
$777K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 118.17% |
$657K - $703K
|
54.8K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26.7KNew |
$591K - $633K
|
26.7K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
25.3K+ 21.1% |
$561K - $600K
|
145K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 64.49% |
$518K - $554K
|
59.6K
$1.42M
|
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.3KNew |
$316K - $338K
|
14.3K
$339K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6KNew |
$300K - $321K
|
13.6K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 4.31% |
$297K - $317K
|
324K
$7.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9.24K+ 17.82% |
$205K - $219K
|
61.1K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$190K - $203K
|
8.56K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.56K+ 89.44% |
$190K - $203K
|
18.1K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.03K+ 4.0% |
$178K - $190K
|
209K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.95K+ 2.76% |
$176K - $188K
|
296K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.75K+ 18.12% |
$172K - $184K
|
50.6K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.56K+ 10.19% |
$167K - $179K
|
81.8K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.91K+ 19.82% |
$131K - $140K
|
35.7K
$849K
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.04K+ 163.24% |
$89.4K - $95.6K
|
6.51K
$155K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 15.5% |
$67.7K - $72.4K
|
22.8K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 3575.76% |
$52.3K - $55.9K
|
2.43K
$57.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 20.41% |
$46.5K - $49.7K
|
12.4K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.06K+ 28.95% |
$45.6K - $48.8K
|
9.18K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.94KNew |
$43.1K - $46.1K
|
1.94K
$46.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.32K+ 2.77% |
$29.3K - $31.4K
|
49.1K
$1.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
903+ 52.56% |
$20K - $21.4K
|
2.62K
$62.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
601+ 0.2% |
$13.3K - $14.2K
|
306K
$7.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
500+ 4.96% |
$11.1K - $11.8K
|
10.6K
$252K
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.32% |
$842 - $900
|
12K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.79% |
$310 - $332
|
794
$18.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$288 - $308
|
541
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7+ 1.69% |
$155 - $166
|
421
$10K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.29M - $1.32M
|
55.7K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$394K - $405K
|
17K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$243K - $249K
|
10.5K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.6K+ 253.09% |
$37K - $38K
|
2.23K
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$33.3K - $34.2K
|
1.44K
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
844+ 9.74% |
$19.5K - $20.1K
|
9.51K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
425+ 17.89% |
$9.84K - $10.1K
|
2.8K
$66.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$46.4K - $47.7K
|
2K
$47.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
943+ 35.56% |
$21.9K - $22.5K
|
3.6K
$85.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
942New |
$21.9K - $22.5K
|
942
$22.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
895New |
$20.8K - $21.3K
|
895
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$3.51K - $3.6K
|
151
$3.59K
|
|