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 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.37K+ 54.28% |
$141K - $143K
|
18.1K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-137- 0.47% |
$3.03K - $3.07K
|
29K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.58K+ 14.56% |
$79.1K - $80.3K
|
28.2K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 1123.82% |
$280K - $284K
|
13.8K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9KNew |
$286K - $290K
|
12.9K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
35.5K+ 57.66% |
$784K - $795K
|
97K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.39K+ 73.28% |
$30.7K - $31.1K
|
3.28K
$73.5K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-60.7K- 2.02% |
$1.34M - $1.36M
|
2.95M
$66M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
28.8K+ 26.96% |
$637K - $646K
|
136K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
10.2K+ 10.61% |
$226K - $229K
|
107K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 33.53% |
$4.27M - $4.33M
|
769K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.08K+ 3.51% |
$23.8K - $24.1K
|
31.7K
$710K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 4.19% |
$164K - $167K
|
185K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.95K+ 6.26% |
$132K - $133K
|
101K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
66.6K+ 10.79% |
$1.47M - $1.49M
|
684K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
11.3K+ 4.0% |
$250K - $254K
|
294K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
11.5K+ 62.22% |
$253K - $257K
|
29.9K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.88K- 24.47% |
$130K - $132K
|
18.1K
$406K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.05K+ 1.26% |
$23.3K - $23.6K
|
84.7K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 17.21% |
$60K - $60.9K
|
18.5K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.23K+ 8.63% |
$116K - $117K
|
65.8K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.86K+ 4.52% |
$196K - $199K
|
205K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.32K+ 6.98% |
$206K - $209K
|
143K
$3.2M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.17K+ 10.04% |
$26K - $26.3K
|
12.9K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
346+ 0.56% |
$7.65K - $7.76K
|
62.4K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-21.5K- 6.5% |
$475K - $482K
|
309K
$6.92M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.25K+ 10.33% |
$49.7K - $50.5K
|
24K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3K+ 26.19% |
$448K - $455K
|
97.7K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
35K+ 65.71% |
$775K - $786K
|
88.4K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
136K+ 72.57% |
$3.01M - $3.06M
|
324K
$7.25M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.18K+ 19.21% |
$70.3K - $71.3K
|
19.7K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.78K+ 8.82% |
$106K - $107K
|
59K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.46K+ 5.0% |
$98.5K - $100K
|
93.5K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
71.3KNew |
$1.58M - $1.6M
|
71.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12.5K+ 32.6% |
$277K - $281K
|
51K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.8K+ 43.59% |
$239K - $243K
|
35.6K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.2 - $44.9
|
3.31K
$74K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46.9K+ 89.65% |
$1.04M - $1.05M
|
99.2K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.34K+ 27.2% |
$206K - $209K
|
43.7K
$978K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
208+ 0.55% |
$4.6K - $4.67K
|
37.7K
$844K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.65K+ 1.52% |
$36.4K - $36.9K
|
110K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
651+ 5.05% |
$14.4K - $14.6K
|
13.5K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8+ 0.04% |
$177 - $179
|
20.9K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.11K- 5.47% |
$24.5K - $24.9K
|
19.2K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-19.7K- 71.42% |
$435K - $442K
|
7.88K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.36K+ 5.83% |
$141K - $143K
|
116K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 4.86% |
$1.07M - $1.08M
|
1.04M
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
529K+ 10.73% |
$11.7M - $11.9M
|
5.46M
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.68% |
$247K - $251K
|
186K
$4.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4K+ 43.99% |
$1.18M - $1.2M
|
175K
$3.91M
|