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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
214K+ 272.12% |
$4.73M - $4.79M
|
292K
$6.6M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.9K+ 7.74% |
$308K - $313K
|
194K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 0.31% |
$26.7K - $27.1K
|
382K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.09K+ 19.98% |
$112K - $114K
|
30.5K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.46K- 6.24% |
$32.2K - $32.7K
|
21.9K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
563+ 2.51% |
$12.4K - $12.6K
|
23K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.9K+ 4.24% |
$42.1K - $42.7K
|
46.8K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
38+ 0.24% |
$840 - $852
|
15.7K
$354K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.55K+ 37.79% |
$78.4K - $79.6K
|
12.9K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.3K+ 10.73% |
$803K - $814K
|
375K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81K+ 27.18% |
$84.1K - $85.3K
|
17.8K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-117K- 91.54% |
$2.59M - $2.63M
|
10.8K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
146K+ 35.28% |
$3.23M - $3.28M
|
560K
$12.6M
|
|
|
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
$260K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57.2KNew |
$1.27M - $1.28M
|
57.2K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 2.95% |
$56.1K - $56.9K
|
83.6K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.01KNew |
$199K - $202K
|
9.01K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 476.26% |
$483K - $490K
|
26.4K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.99K+ 4.48% |
$66.1K - $67.1K
|
69.7K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.33K+ 2.35% |
$140K - $142K
|
276K
$6.22M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57- 47.5% |
$1.26K - $1.28K
|
63
$1.42K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.2K+ 7.88% |
$978K - $993K
|
606K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-848- 2.33% |
$18.7K - $19K
|
35.5K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.8K+ 59.75% |
$769K - $780K
|
93K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.1K+ 15.52% |
$245K - $248K
|
82.4K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
35.3KNew |
$781K - $792K
|
35.3K
$797K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-302- 2.17% |
$6.68K - $6.77K
|
13.6K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16K+ 38.49% |
$354K - $359K
|
57.6K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.06K- 32.44% |
$178K - $181K
|
16.8K
$379K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-137- 0.47% |
$3.03K - $3.07K
|
29K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.37K+ 54.28% |
$141K - $143K
|
18.1K
$409K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
956New |
$21.1K - $21.4K
|
956
$21.6K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-836K- 96.35% |
$18.5M - $18.8M
|
31.7K
$715K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.58K+ 14.56% |
$79.1K - $80.3K
|
28.2K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 1123.82% |
$280K - $284K
|
13.8K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9KNew |
$286K - $290K
|
12.9K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
35.5K+ 57.66% |
$784K - $795K
|
97K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.39K+ 73.28% |
$30.7K - $31.1K
|
3.28K
$74.1K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-60.7K- 2.02% |
$1.34M - $1.36M
|
2.95M
$66.5M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
28.8K+ 26.96% |
$637K - $646K
|
136K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 33.53% |
$4.27M - $4.33M
|
769K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
10.2K+ 10.61% |
$226K - $229K
|
107K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.08K+ 3.51% |
$23.8K - $24.1K
|
31.7K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 4.19% |
$164K - $167K
|
185K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.95K+ 6.26% |
$132K - $133K
|
101K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
66.6K+ 10.79% |
$1.47M - $1.49M
|
684K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
11.3K+ 4.0% |
$250K - $254K
|
294K
$6.64M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
11.5K+ 62.22% |
$253K - $257K
|
29.9K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.88K- 24.47% |
$130K - $132K
|
18.1K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.05K+ 1.26% |
$23.3K - $23.6K
|
84.7K
$1.91M
|