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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 17.21% |
$60K - $60.9K
|
18.5K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.23K+ 8.63% |
$116K - $117K
|
65.8K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.86K+ 4.52% |
$196K - $199K
|
205K
$4.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.32K+ 6.98% |
$206K - $209K
|
143K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.17K+ 10.04% |
$26K - $26.3K
|
12.9K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
346+ 0.56% |
$7.65K - $7.76K
|
62.4K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-21.5K- 6.5% |
$475K - $482K
|
309K
$6.98M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.25K+ 10.33% |
$49.7K - $50.5K
|
24K
$542K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
35K+ 65.71% |
$775K - $786K
|
88.4K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3K+ 26.19% |
$448K - $455K
|
97.7K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
136K+ 72.57% |
$3.01M - $3.06M
|
324K
$7.31M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.18K+ 19.21% |
$70.3K - $71.3K
|
19.7K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.78K+ 8.82% |
$106K - $107K
|
59K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.46K+ 5.0% |
$98.5K - $100K
|
93.5K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
71.3KNew |
$1.58M - $1.6M
|
71.3K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12.5K+ 32.6% |
$277K - $281K
|
51K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.8K+ 43.59% |
$239K - $243K
|
35.6K
$804K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.2 - $44.9
|
3.31K
$74.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46.9K+ 89.65% |
$1.04M - $1.05M
|
99.2K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.34K+ 27.2% |
$206K - $209K
|
43.7K
$986K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
208+ 0.55% |
$4.6K - $4.67K
|
37.7K
$851K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 4.86% |
$1.07M - $1.08M
|
1.04M
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.36K+ 5.83% |
$141K - $143K
|
116K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-19.7K- 71.42% |
$435K - $442K
|
7.88K
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.65K+ 1.52% |
$36.4K - $36.9K
|
110K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
651+ 5.05% |
$14.4K - $14.6K
|
13.5K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8+ 0.04% |
$177 - $179
|
20.9K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.11K- 5.47% |
$24.5K - $24.9K
|
19.2K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
529K+ 10.73% |
$11.7M - $11.9M
|
5.46M
$123M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.68% |
$247K - $251K
|
186K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4K+ 43.99% |
$1.18M - $1.2M
|
175K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 13.61% |
$3.11M - $3.16M
|
1.18M
$26.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.79K- 8.76% |
$83.8K - $85K
|
39.5K
$891K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5KNew |
$320K - $324K
|
14.5K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-7.71K- 12.64% |
$170K - $173K
|
53.3K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 51.74% |
$52K - $52.7K
|
6.89K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 15.57% |
$46.8K - $47.5K
|
11.5K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.47K- 6.42% |
$32.6K - $33K
|
21.5K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.1K+ 15.17% |
$357K - $362K
|
122K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
66+ 0.16% |
$1.46K - $1.48K
|
42.2K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4.3K- 25.91% |
$95.1K - $96.4K
|
12.3K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.26K+ 12.32% |
$50K - $50.7K
|
20.6K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
841+ 8.49% |
$18.6K - $18.9K
|
10.7K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
268+ 0.67% |
$5.93K - $6.01K
|
40.3K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
126+ 25.82% |
$2.79K - $2.83K
|
614
$13.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.09K+ 42.32% |
$179K - $181K
|
27.2K
$614K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
79+ 0.66% |
$1.75K - $1.77K
|
12K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26.3KNew |
$583K - $591K
|
26.3K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-800- 4.54% |
$17.7K - $17.9K
|
16.8K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 18.78% |
$349K - $354K
|
99.9K
$2.26M
|