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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.92K+ 1.5% |
$42.4K - $43K
|
130K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.5K+ 19.06% |
$298K - $303K
|
84.3K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45.3KNew |
$1M - $1.02M
|
45.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.54K+ 13.08% |
$100K - $102K
|
39.3K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.3K+ 412.41% |
$250K - $253K
|
14K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.18% |
$22.1 - $22.4
|
553
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.3K+ 8.34% |
$117K - $119K
|
68.9K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
673+ 15.2% |
$14.9K - $15.1K
|
5.1K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
28.7K+ 9.81% |
$635K - $644K
|
322K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.28K+ 13.95% |
$94.7K - $96.1K
|
35K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.6K+ 15.85% |
$102K - $103K
|
33.6K
$759K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47K+ 17.93% |
$1.04M - $1.05M
|
309K
$6.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 7.9% |
$284K - $288K
|
175K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.63K+ 24.09% |
$102K - $104K
|
23.9K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 4.16% |
$44.2K - $44.9K
|
50.1K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.4K+ 36.88% |
$1.4M - $1.42M
|
235K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
45.8K+ 33.57% |
$1.01M - $1.03M
|
182K
$4.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
71.1KNew |
$1.57M - $1.6M
|
71.1K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.81K+ 0.98% |
$128K - $130K
|
597K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
40.1K+ 9.63% |
$886K - $899K
|
456K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
110K+ 41.64% |
$2.43M - $2.46M
|
373K
$8.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
936+ 4.52% |
$20.7K - $21K
|
21.7K
$489K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
63.1K+ 11.98% |
$1.39M - $1.41M
|
590K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
758K+ 4071.77% |
$16.8M - $17M
|
777K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$501K - $508K
|
22.6K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 48.42% |
$6.1K - $6.19K
|
294
$6.64K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.9K+ 6.38% |
$970K - $984K
|
732K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 11.52% |
$201K - $203K
|
87.8K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.61K+ 2.82% |
$35.7K - $36.2K
|
58.9K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.55% |
$411K - $417K
|
543K
$12.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.51K+ 23.47% |
$55.5K - $56.3K
|
13.2K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-662- 2.56% |
$14.6K - $14.8K
|
25.2K
$569K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12.1K+ 2.57% |
$268K - $272K
|
484K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6KNew |
$345K - $350K
|
15.6K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-136- 1.06% |
$3.01K - $3.05K
|
12.7K
$287K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81.2K+ 509.6% |
$1.8M - $1.82M
|
97.1K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 2.64% |
$22.9K - $23.2K
|
40.2K
$908K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78KNew |
$39.3K - $39.9K
|
1.78K
$40.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-8.92K- 14.54% |
$197K - $200K
|
52.4K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
32.8K+ 43.09% |
$724K - $735K
|
109K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 10.45% |
$75.6K - $76.7K
|
36.2K
$816K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.21K+ 1.22% |
$26.6K - $27K
|
100K
$2.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
106K+ 6524.63% |
$2.35M - $2.39M
|
108K
$2.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$28.7K - $29.2K
|
1.3K
$29.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.9K+ 4.28% |
$440K - $446K
|
484K
$10.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-947K- 66.82% |
$20.9M - $21.3M
|
470K
$10.6M
|
|
| Q4 2024 | |||||||
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 4.27% |
$255K - $260K
|
281K
$6.34M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
129KNew |
$2.84M - $2.91M
|
129K
$2.91M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16.1K- 39.27% |
$357K - $365K
|
25K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.9KNew |
$306K - $313K
|
13.9K
$313K
|
|