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 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.6K+ 11.11% |
$278K - $282K
|
126K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 1.68% |
$59.6K - $60.5K
|
164K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
31.8KNew |
$704K - $714K
|
31.8K
$713K
|
|
|
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
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 14.29% |
$50.3K - $51K
|
18.2K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.4K+ 9.69% |
$651K - $661K
|
333K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.25K+ 44.52% |
$71.9K - $72.9K
|
10.6K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
462K+ 30.53% |
$10.2M - $10.4M
|
1.97M
$44.2M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.3KNew |
$361K - $366K
|
16.3K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.58K+ 50.14% |
$190K - $192K
|
25.7K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.41MNew |
$31.1M - $31.5M
|
1.41M
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.58K+ 48.59% |
$123K - $125K
|
17.1K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
623K+ 2737.4% |
$13.8M - $14M
|
645K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
99.5K+ 14.83% |
$2.2M - $2.23M
|
771K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.1K+ 97.45% |
$356K - $361K
|
32.6K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.09K+ 19.98% |
$112K - $114K
|
30.5K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.3K+ 933.78% |
$338K - $343K
|
16.9K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.8K- 10.28% |
$569K - $578K
|
225K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 28.11% |
$5.25M - $5.32M
|
1.08M
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.7K+ 7.29% |
$1.48M - $1.5M
|
982K
$22M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
214K+ 272.12% |
$4.73M - $4.79M
|
292K
$6.54M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.9K+ 7.74% |
$308K - $313K
|
194K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 0.31% |
$26.7K - $27.1K
|
382K
$8.55M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.55K+ 37.79% |
$78.4K - $79.6K
|
12.9K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
38+ 0.24% |
$840 - $852
|
15.7K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.9K+ 4.24% |
$42.1K - $42.7K
|
46.8K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.46K- 6.24% |
$32.2K - $32.7K
|
21.9K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81K+ 27.18% |
$84.1K - $85.3K
|
17.8K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-117K- 91.54% |
$2.59M - $2.63M
|
10.8K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.3K+ 10.73% |
$803K - $814K
|
375K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-388- 3.26% |
$8.58K - $8.7K
|
11.5K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
563+ 2.51% |
$12.4K - $12.6K
|
23K
$515K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.01KNew |
$199K - $202K
|
9.01K
$202K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 2.95% |
$56.1K - $56.9K
|
83.6K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57.2KNew |
$1.27M - $1.28M
|
57.2K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 476.26% |
$483K - $490K
|
26.4K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.2K+ 7.88% |
$978K - $993K
|
606K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57- 47.5% |
$1.26K - $1.28K
|
63
$1.41K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.33K+ 2.35% |
$140K - $142K
|
276K
$6.17M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.99K+ 4.48% |
$66.1K - $67.1K
|
69.7K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.1K+ 15.52% |
$245K - $248K
|
82.4K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-848- 2.33% |
$18.7K - $19K
|
35.5K
$794K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.8K+ 59.75% |
$769K - $780K
|
93K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.06K- 32.44% |
$178K - $181K
|
16.8K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16K+ 38.49% |
$354K - $359K
|
57.6K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
35.3KNew |
$781K - $792K
|
35.3K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-302- 2.17% |
$6.68K - $6.77K
|
13.6K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-836K- 96.35% |
$18.5M - $18.8M
|
31.7K
$709K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
956New |
$21.1K - $21.4K
|
956
$21.4K
|