Latest Institutional Transactions on Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBTH) 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 |
---|---|---|---|---|---|---|---|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
314KNew |
$6.95M - $7.05M
|
314K
$7.09M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1New |
$22.1 - $22.4
|
1
$22.6
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
281K+ 11.66% |
$6.21M - $6.3M
|
2.69M
$60.7M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72KNew |
$1.59M - $1.61M
|
72K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.94K+ 6.2% |
$153K - $156K
|
119K
$2.68M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.4MNew |
$30.9M - $31.3M
|
1.4M
$31.5M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-585- 0.53% |
$12.9K - $13.1K
|
110K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
217K+ 6.27% |
$4.79M - $4.86M
|
3.67M
$82.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-186K- 12.52% |
$4.11M - $4.17M
|
1.3M
$29.3M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.32K- 0.58% |
$118K - $119K
|
910K
$20.5M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
268KNew |
$5.93M - $6.01M
|
268K
$6.05M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 2.42% |
$26K - $26.4K
|
47.3K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.8K+ 19.1% |
$2.21M - $2.24M
|
623K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.8K+ 335.7% |
$526K - $534K
|
30.9K
$697K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.11K- 15.47% |
$179K - $182K
|
44.3K
$1M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
225KNew |
$4.98M - $5.05M
|
225K
$5.08M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.6K+ 15.3% |
$1.43M - $1.45M
|
487K
$11M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
41.1K+ 11.71% |
$910K - $923K
|
392K
$8.85M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$223K - $226K
|
10.1K
$227K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
340KNew |
$7.51M - $7.62M
|
340K
$7.67M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$252K - $255K
|
11.4K
$257K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.3K- 4.89% |
$117K - $119K
|
103K
$2.33M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.7K+ 91.36% |
$1.36M - $1.38M
|
129K
$2.92M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89.9K- 12.57% |
$1.99M - $2.02M
|
626K
$14.1M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.64% |
$287 - $292
|
2.05K
$46.4K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.2KNew |
$359K - $364K
|
16.2K
$367K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.28K+ 2.86% |
$94.7K - $96K
|
154K
$3.48M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
526+ 1.52% |
$11.6K - $11.8K
|
35.2K
$794K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.34K+ 287.42% |
$184K - $187K
|
11.2K
$254K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.6K+ 11.11% |
$278K - $282K
|
126K
$2.84M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
145KNew |
$3.2M - $3.24M
|
145K
$3.26M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 1.68% |
$59.6K - $60.5K
|
164K
$3.69M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
31.8KNew |
$704K - $714K
|
31.8K
$719K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
140K+ 195.97% |
$3.1M - $3.15M
|
212K
$4.79M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 14.29% |
$50.3K - $51K
|
18.2K
$410K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.4K+ 9.69% |
$651K - $661K
|
333K
$7.53M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.25K+ 44.52% |
$71.9K - $72.9K
|
10.6K
$238K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
462K+ 30.53% |
$10.2M - $10.4M
|
1.97M
$44.5M
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.3KNew |
$361K - $366K
|
16.3K
$369K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.58K+ 50.14% |
$190K - $192K
|
25.7K
$580K
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.41MNew |
$31.1M - $31.5M
|
1.41M
$31.7M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.3K+ 933.78% |
$338K - $343K
|
16.9K
$382K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
623K+ 2737.4% |
$13.8M - $14M
|
645K
$14.6M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.58K+ 48.59% |
$123K - $125K
|
17.1K
$385K
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
99.5K+ 14.83% |
$2.2M - $2.23M
|
771K
$17.4M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.8K- 10.28% |
$569K - $578K
|
225K
$5.07M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.1K+ 97.45% |
$356K - $361K
|
32.6K
$737K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 28.11% |
$5.25M - $5.32M
|
1.08M
$24.4M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.7K+ 7.29% |
$1.48M - $1.5M
|
982K
$22.2M
|