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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.3K+ 15.48% |
$471K - $487K
|
159K
$3.54M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-35.6K- 77.15% |
$781K - $813K
|
10.5K
$236K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.44KNew |
$75.3K - $78.4K
|
3.44K
$76.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.37KNew |
$73.8K - $76.8K
|
3.37K
$75.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$231K - $239K
|
10.6K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
41.7KNew |
$910K - $944K
|
41.7K
$933K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
759New |
$16.6K - $17.2K
|
759
$17K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$139K - $144K
|
6.39K
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-786K- 96.6% |
$17.1M - $17.8M
|
27.7K
$619K
|
|
|
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
$256K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
139New |
$3.13K - $3.28K
|
139
$3.11K
|
|
|
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
|
|