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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
32K+ 2.91% |
$715K - $720K
|
1.13M
$25.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.1K- 2.63% |
$1.19M - $1.2M
|
1.97M
$44.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
64.9K+ 380.7% |
$1.45M - $1.46M
|
82K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
887+ 7.97% |
$19.8K - $20K
|
12K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.04K+ 11.47% |
$23.3K - $23.4K
|
10.1K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
2KNew |
$44.7K - $45K
|
2K
$44.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.76K- 51.09% |
$39.3K - $39.5K
|
1.68K
$37.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.77K- 21.58% |
$62K - $62.4K
|
10.1K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.89K+ 33.71% |
$87K - $87.6K
|
15.4K
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
194+ 0.19% |
$4.34K - $4.37K
|
103K
$2.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 10.96% |
$438K - $442K
|
198K
$4.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$270K - $272K
|
12.1K
$272K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23.1KNew |
$516K - $520K
|
23.1K
$518K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.02K- 7.32% |
$45.2K - $45.5K
|
25.6K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 14.87% |
$322K - $324K
|
111K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.53K+ 13.6% |
$34.1K - $34.4K
|
12.8K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.24K+ 27.68% |
$207K - $208K
|
42.6K
$958K
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
67K+ 24.56% |
$1.5M - $1.51M
|
340K
$7.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.23K- 56.18% |
$162K - $163K
|
5.64K
$127K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1KNew |
$227K - $228K
|
10.1K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.68K- 19.35% |
$127K - $128K
|
23.7K
$532K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.18K+ 34.23% |
$138K - $139K
|
24.2K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.39K+ 5.81% |
$31K - $31.2K
|
25.2K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.13K+ 10.77% |
$25.2K - $25.4K
|
11.6K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 2.9% |
$225K - $226K
|
356K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-394- 0.38% |
$8.81K - $8.87K
|
105K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 3.92% |
$1.05M - $1.06M
|
1.24M
$27.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 8.63% |
$459K - $462K
|
259K
$5.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.2K+ 194.37% |
$674K - $679K
|
45.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
259KNew |
$5.79M - $5.83M
|
259K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.8KNew |
$376K - $379K
|
16.8K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.6K+ 9.52% |
$259K - $261K
|
133K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
817K+ 225.57% |
$18.3M - $18.4M
|
1.18M
$26.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 5.88% |
$23.5K - $23.6K
|
16.8K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.72K+ 6.39% |
$60.8K - $61.3K
|
45.3K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$22.4 - $22.5
|
2.82K
$63.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14K+ 6.31% |
$313K - $315K
|
236K
$5.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
27.7KNew |
$620K - $625K
|
27.7K
$623K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
44.4K+ 232.61% |
$993K - $1M
|
63.5K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
37.1K+ 4.74% |
$829K - $835K
|
820K
$18.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
439K+ 63.22% |
$9.81M - $9.88M
|
1.13M
$25.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
111New |
$2.48K - $2.5K
|
111
$2.49K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
6.87K+ 6.01% |
$154K - $155K
|
121K
$2.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.82K+ 1.65% |
$40.7K - $41K
|
112K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.79K- 5.26% |
$40.1K - $40.4K
|
32.3K
$726K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31.3K+ 46.47% |
$700K - $705K
|
98.7K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-178- 0.61% |
$3.98K - $4.01K
|
28.8K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.57K+ 196.38% |
$35.1K - $35.4K
|
2.37K
$53.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.14K+ 2.16% |
$70.2K - $70.7K
|
148K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
104+ 0.61% |
$2.33K - $2.34K
|
17.1K
$384K
|
|