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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
146+ 0.5% |
$3.21K - $3.31K
|
29.2K
$651K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.39K- 7.71% |
$30.4K - $31.4K
|
16.6K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.5KNew |
$252K - $260K
|
11.5K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11KNew |
$242K - $251K
|
11K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.8K+ 20.96% |
$149K - $154K
|
39.2K
$874K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
20.6K+ 152.53% |
$452K - $467K
|
34.1K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.69K+ 33.92% |
$103K - $106K
|
18.5K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11.8K- 26.12% |
$260K - $268K
|
33.4K
$745K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.16K+ 2.0% |
$25.5K - $26.4K
|
59.2K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.39KNew |
$30.5K - $31.6K
|
1.39K
$31K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13K+ 26.88% |
$285K - $294K
|
61.2K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
22.9KNew |
$503K - $519K
|
22.9K
$510K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.6K- 8.78% |
$1.15M - $1.19M
|
546K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 23.25% |
$261K - $270K
|
63.1K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.3K+ 4.03% |
$644K - $665K
|
757K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
455+ 2.13% |
$9.99K - $10.3K
|
21.8K
$485K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.4K+ 14.17% |
$734K - $758K
|
269K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13.6K+ 2.98% |
$299K - $309K
|
471K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-60- 0.36% |
$1.32K - $1.36K
|
16.4K
$366K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-23K- 4.63% |
$504K - $521K
|
473K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-310- 0.94% |
$6.81K - $7.03K
|
32.7K
$728K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.22K- 22.4% |
$137K - $141K
|
21.5K
$480K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-598- 1.4% |
$13.1K - $13.6K
|
42.2K
$939K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
129New |
$2.82K - $2.85K
|
129
$2.87K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.47K+ 494.8% |
$54K - $54.7K
|
2.97K
$66.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.97K+ 5.04% |
$43.1K - $43.6K
|
41.1K
$915K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
438+ 2.54% |
$9.56K - $9.68K
|
17.7K
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.7K+ 6.24% |
$691K - $700K
|
539K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 72.05% |
$47.4K - $48K
|
5.19K
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
456+ 4.13% |
$9.95K - $10.1K
|
11.5K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
30.4K+ 4.75% |
$664K - $672K
|
671K
$15M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.54K+ 9.49% |
$33.6K - $34K
|
17.8K
$395K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.4K+ 95.13% |
$817K - $827K
|
76.8K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
23.7KNew |
$517K - $523K
|
23.7K
$527K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.2K+ 15.13% |
$26.2K - $26.5K
|
9.12K
$203K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.2K - $2.23K
|
101
$2.25K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40.1KNew |
$874K - $885K
|
40.1K
$892K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$24.8K - $25.2K
|
1.12K
$25K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
141New |
$3.11K - $3.17K
|
141
$3.14K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 56.44% |
$324K - $330K
|
40.8K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32.5K+ 13.6% |
$718K - $731K
|
272K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 56.41% |
$24.3K - $24.7K
|
850
$18.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.59KNew |
$101K - $103K
|
4.59K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
700New |
$15.4K - $15.7K
|
700
$15.6K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.73KNew |
$215K - $219K
|
9.73K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
29.9KNew |
$659K - $672K
|
29.9K
$666K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.1KNew |
$510K - $519K
|
23.1K
$515K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$390K - $398K
|
17.7K
$394K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.61K+ 32.96% |
$168K - $171K
|
30.7K
$684K
|
|