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, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.46KNew |
$204K - $212K
|
9.46K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01KNew |
$43.4K - $45K
|
2.01K
$44.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
334New |
$7.22K - $7.48K
|
334
$7.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$32.2K - $33.4K
|
1.49K
$33.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
699New |
$15.1K - $15.7K
|
699
$15.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-104K- 41.27% |
$2.25M - $2.33M
|
148K
$3.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.91K- 86.32% |
$62.9K - $65.2K
|
461
$10.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$244K - $253K
|
11.3K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
10.1KNew |
$217K - $225K
|
10.1K
$224K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.3KNew |
$398K - $407K
|
18.3K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.06KNew |
$44.8K - $45.9K
|
2.06K
$45.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.93% |
$239 - $245
|
1.19K
$26.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
862New |
$18.8K - $19.2K
|
862
$19.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
211New |
$4.59K - $4.7K
|
211
$4.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11K- 9.96% |
$240K - $246K
|
99.7K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
540+ 59.73% |
$11.8K - $12K
|
1.44K
$32.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
12.8KNew |
$279K - $286K
|
12.8K
$286K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
601New |
$13.3K - $13.8K
|
601
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45K- 54.46% |
$997K - $1.03M
|
37.6K
$838K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$11.1K - $11.5K
|
500
$11.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
127+ 1.39% |
$2.81K - $2.91K
|
9.24K
$206K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
487+ 5.34% |
$10.8K - $11.2K
|
9.6K
$214K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.3KNew |
$28.8K - $29.8K
|
1.3K
$29K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.3K+ 15.48% |
$471K - $487K
|
159K
$3.53M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-35.6K- 77.15% |
$781K - $813K
|
10.5K
$235K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.44KNew |
$75.3K - $78.4K
|
3.44K
$76.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.37KNew |
$73.8K - $76.8K
|
3.37K
$75K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
41.7KNew |
$910K - $944K
|
41.7K
$930K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$231K - $239K
|
10.6K
$235K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
759New |
$16.6K - $17.2K
|
759
$16.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$139K - $144K
|
6.39K
$142K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-786K- 96.6% |
$17.1M - $17.8M
|
27.7K
$617K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.3KNew |
$28.4K - $29.4K
|
1.3K
$29K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.5KNew |
$252K - $270K
|
11.5K
$255K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
139New |
$3.13K - $3.28K
|
139
$3.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
109KNew |
$2.45M - $2.56M
|
109K
$2.42M
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-47Closed |
$1.18K - $1.2K
|
0
$0
|
|