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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
18.6KNew |
$412K - $421K
|
18.6K
$416K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16.1K- 39.27% |
$357K - $365K
|
25K
$558K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
351KNew |
$7.76M - $7.93M
|
351K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.26K+ 15.18% |
$49.9K - $51K
|
17.1K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.2K+ 9.43% |
$579K - $592K
|
304K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.47KNew |
$209K - $214K
|
9.47K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 60.44% |
$931K - $952K
|
112K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
290K+ 52.33% |
$6.41M - $6.55M
|
845K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 12.73% |
$2.28M - $2.33M
|
915K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-24K- 51.35% |
$531K - $542K
|
22.7K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
111KNew |
$2.45M - $2.5M
|
111K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 50.37% |
$17.8M - $18.2M
|
2.41M
$53.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 39.62% |
$424K - $433K
|
67.6K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.21K+ 6.61% |
$115K - $118K
|
84.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
782+ 3.47% |
$17.3K - $17.7K
|
23.3K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
358K+ 217.68% |
$7.92M - $8.09M
|
523K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.8K- 24.55% |
$349K - $357K
|
48.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.9KNew |
$306K - $313K
|
13.9K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48K+ 202.86% |
$1.06M - $1.08M
|
71.6K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
24.8KNew |
$549K - $561K
|
24.8K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.6K+ 16.45% |
$1.32M - $1.35M
|
422K
$9.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-73- 2.45% |
$1.61K - $1.65K
|
2.9K
$64.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 6.98% |
$4.98M - $5.09M
|
3.46M
$77.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36.3KNew |
$803K - $820K
|
36.3K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.28K+ 5.39% |
$94.7K - $96.8K
|
83.7K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
254+ 0.23% |
$5.61K - $5.74K
|
108K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85.7K+ 114.03% |
$1.89M - $1.94M
|
161K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.7K+ 60.24% |
$435K - $445K
|
52.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.4K+ 15.77% |
$451K - $461K
|
150K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
57.2KNew |
$1.27M - $1.29M
|
57.2K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
120New |
$2.65K - $2.71K
|
120
$2.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
655New |
$14.5K - $14.8K
|
655
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.07K- 30.22% |
$200K - $205K
|
20.9K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22+ 1.36% |
$486 - $497
|
1.64K
$36.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
183+ 1.16% |
$4.04K - $4.13K
|
15.9K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44.5K- 28.19% |
$982K - $1M
|
113K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.6KNew |
$346K - $353K
|
15.6K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
19.6K+ 82.78% |
$433K - $443K
|
43.3K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 21.95% |
$707K - $722K
|
178K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.8K+ 12.47% |
$613K - $627K
|
250K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.9K+ 93.11% |
$837K - $855K
|
78.5K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
116K+ 8.51% |
$2.57M - $2.63M
|
1.48M
$33.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.54KNew |
$100K - $103K
|
4.54K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
18.4KNew |
$407K - $416K
|
18.4K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.1KNew |
$930K - $950K
|
42.1K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
24K+ 4.77% |
$530K - $542K
|
526K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
96.4KNew |
$2.13M - $2.18M
|
96.4K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11K+ 76.21% |
$243K - $249K
|
25.5K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$4.42K - $4.52K
|
200
$4.47K
|