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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 13.61% |
$3.11M - $3.16M
|
1.18M
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.79K- 8.76% |
$83.8K - $85K
|
39.5K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5KNew |
$320K - $324K
|
14.5K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-7.71K- 12.64% |
$170K - $173K
|
53.3K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 51.74% |
$52K - $52.7K
|
6.89K
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 15.57% |
$46.8K - $47.5K
|
11.5K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.47K- 6.42% |
$32.6K - $33K
|
21.5K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.1K+ 15.17% |
$357K - $362K
|
122K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
66+ 0.16% |
$1.46K - $1.48K
|
42.2K
$944K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4.3K- 25.91% |
$95.1K - $96.4K
|
12.3K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.26K+ 12.32% |
$50K - $50.7K
|
20.6K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
841+ 8.49% |
$18.6K - $18.9K
|
10.7K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
268+ 0.67% |
$5.93K - $6.01K
|
40.3K
$903K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
79+ 0.66% |
$1.75K - $1.77K
|
12K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.09K+ 42.32% |
$179K - $181K
|
27.2K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
126+ 25.82% |
$2.79K - $2.83K
|
614
$13.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26.3KNew |
$583K - $591K
|
26.3K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-800- 4.54% |
$17.7K - $17.9K
|
16.8K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 18.78% |
$349K - $354K
|
99.9K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.92K+ 1.5% |
$42.4K - $43K
|
130K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.5K+ 19.06% |
$298K - $303K
|
84.3K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45.3KNew |
$1M - $1.02M
|
45.3K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.54K+ 13.08% |
$100K - $102K
|
39.3K
$879K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.6K+ 15.85% |
$102K - $103K
|
33.6K
$753K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.3K+ 412.41% |
$250K - $253K
|
14K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.18% |
$22.1 - $22.4
|
553
$12.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.3K+ 8.34% |
$117K - $119K
|
68.9K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
673+ 15.2% |
$14.9K - $15.1K
|
5.1K
$114K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47K+ 17.93% |
$1.04M - $1.05M
|
309K
$6.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
71.1KNew |
$1.57M - $1.6M
|
71.1K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
45.8K+ 33.57% |
$1.01M - $1.03M
|
182K
$4.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.4K+ 36.88% |
$1.4M - $1.42M
|
235K
$5.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.63K+ 24.09% |
$102K - $104K
|
23.9K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 4.16% |
$44.2K - $44.9K
|
50.1K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 7.9% |
$284K - $288K
|
175K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
110K+ 41.64% |
$2.43M - $2.46M
|
373K
$8.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
936+ 4.52% |
$20.7K - $21K
|
21.7K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
63.1K+ 11.98% |
$1.39M - $1.41M
|
590K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 11.52% |
$201K - $203K
|
87.8K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.9K+ 6.38% |
$970K - $984K
|
732K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 48.42% |
$6.1K - $6.19K
|
294
$6.58K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$501K - $508K
|
22.6K
$507K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.51K+ 23.47% |
$55.5K - $56.3K
|
13.2K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.61K+ 2.82% |
$35.7K - $36.2K
|
58.9K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.55% |
$411K - $417K
|
543K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12.1K+ 2.57% |
$268K - $272K
|
484K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-662- 2.56% |
$14.6K - $14.8K
|
25.2K
$564K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
32.8K+ 43.09% |
$724K - $735K
|
109K
$2.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 10.45% |
$75.6K - $76.7K
|
36.2K
$810K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$28.7K - $29.2K
|
1.3K
$29.1K
|