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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.47KNew |
$209K - $214K
|
9.47K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
655New |
$14.5K - $14.8K
|
655
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 20.0% |
$221 - $226
|
60
$1.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.1KNew |
$930K - $950K
|
42.1K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$4.42K - $4.52K
|
200
$4.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.7K+ 20.07% |
$170K - $174K
|
46K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.34% |
$24.7K - $25.2K
|
32.3K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90.1KNew |
$1.99M - $2.04M
|
90.1K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.12KNew |
$46.9K - $47.9K
|
2.12K
$47.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.83K+ 49.74% |
$195K - $200K
|
26.6K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.01K+ 33.53% |
$88.5K - $90.5K
|
16K
$360K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 1.0% |
$1.15K - $1.17K
|
5.14K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 60.0% |
$6.63K - $6.78K
|
800
$18.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.06KNew |
$23.4K - $23.9K
|
1.06K
$23.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.58K+ 4.63% |
$34.9K - $35.6K
|
35.6K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.48K+ 4.17% |
$99K - $101K
|
112K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 1.04% |
$2.94K - $3K
|
12.9K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.64% |
$1.86K - $1.9K
|
13.2K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-316- 2.44% |
$6.98K - $7.14K
|
12.6K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$22.1K - $22.6K
|
13.8K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.83K+ 34.64% |
$84.5K - $86.4K
|
14.9K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.4KNew |
$694K - $709K
|
31.4K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 42.03% |
$243K - $248K
|
37.2K
$838K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
738New |
$16.3K - $16.7K
|
738
$16.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.81K+ 49.09% |
$128K - $131K
|
17.7K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
83+ 11.91% |
$1.83K - $1.87K
|
780
$17.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
151KNew |
$3.34M - $3.42M
|
151K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.51K+ 28.63% |
$55.4K - $56.7K
|
11.3K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-18.6K- 64.23% |
$412K - $421K
|
10.4K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2- 0.17% |
$44.2 - $45.2
|
1.15K
$26K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.15KNew |
$202K - $207K
|
9.15K
$206K
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
279New |
$6.13K - $6.33K
|
279
$6.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5K- 9.09% |
$110K - $113K
|
50K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-24.2K- 38.93% |
$532K - $550K
|
38K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.25KNew |
$27.4K - $28.3K
|
1.25K
$28.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.2K+ 100.42% |
$486K - $503K
|
44.2K
$998K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13KNew |
$286K - $296K
|
13K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
146+ 0.5% |
$3.21K - $3.31K
|
29.2K
$660K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.8K+ 20.96% |
$149K - $154K
|
39.2K
$886K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.39KNew |
$30.5K - $31.6K
|
1.39K
$31.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
22.9KNew |
$503K - $519K
|
22.9K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 23.25% |
$261K - $270K
|
63.1K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.3K+ 4.03% |
$644K - $665K
|
757K
$17.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-23K- 4.63% |
$504K - $521K
|
473K
$10.7M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
438+ 2.54% |
$9.56K - $9.68K
|
17.7K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.7K+ 6.24% |
$691K - $700K
|
539K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
456+ 4.13% |
$9.95K - $10.1K
|
11.5K
$259K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$24.8K - $25.2K
|
1.12K
$25.4K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
141New |
$3.11K - $3.17K
|
141
$3.18K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 56.44% |
$324K - $330K
|
40.8K
$920K
|
|