Latest Institutional Purchases of Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
540K+ 4935.95% |
$11.9M - $12.2M
|
551K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
303K+ 59.65% |
$6.66M - $6.88M
|
812K
$18M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
265K+ 43.84% |
$5.81M - $6M
|
868K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
201K+ 124.06% |
$4.41M - $4.55M
|
363K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184K+ 47.63% |
$4.03M - $4.16M
|
569K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
178K+ 82.74% |
$3.92M - $4.05M
|
394K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
157K+ 14.43% |
$3.45M - $3.57M
|
1.25M
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 10.04% |
$3.21M - $3.31M
|
1.6M
$35.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 41.74% |
$2.66M - $2.75M
|
412K
$9.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
107KNew |
$2.36M - $2.43M
|
107K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
88.1KNew |
$1.93M - $2M
|
88.1K
$1.96M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
88KNew |
$1.93M - $2M
|
88K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.1K+ 5.24% |
$1.5M - $1.55M
|
1.37M
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.1K+ 2.15% |
$1.49M - $1.54M
|
3.23M
$71.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.7KNew |
$1.29M - $1.33M
|
58.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.7K+ 68.73% |
$1.16M - $1.2M
|
129K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.2K+ 10.4% |
$1.15M - $1.19M
|
554K
$12.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48.6K+ 30.95% |
$1.07M - $1.1M
|
206K
$4.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
48.4K+ 89.34% |
$1.06M - $1.1M
|
103K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.4KNew |
$1.06M - $1.1M
|
48.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
46.8KNew |
$1.03M - $1.06M
|
46.8K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43.7K+ 90.22% |
$959K - $991K
|
92.1K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43.1K+ 37.67% |
$947K - $979K
|
158K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.8K+ 23.82% |
$941K - $972K
|
223K
$4.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
41.5KNew |
$910K - $941K
|
41.5K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
39.5KNew |
$868K - $897K
|
39.5K
$879K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36.5K+ 10.82% |
$802K - $829K
|
374K
$8.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
34.2K+ 104.94% |
$750K - $775K
|
66.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 122.97% |
$744K - $769K
|
61.4K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
33.7K+ 18.01% |
$741K - $766K
|
221K
$4.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.4K+ 14.17% |
$734K - $758K
|
269K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
30.4K+ 13.08% |
$668K - $690K
|
263K
$5.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
29.5K+ 70.24% |
$648K - $669K
|
71.5K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.3K+ 4.03% |
$644K - $665K
|
757K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
27.9K+ 38.28% |
$613K - $633K
|
101K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
25.6K+ 6.48% |
$561K - $580K
|
420K
$9.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
24.4K+ 44.27% |
$535K - $553K
|
79.4K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.7K+ 17.81% |
$520K - $537K
|
157K
$3.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
22.9KNew |
$503K - $519K
|
22.9K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.2K+ 100.42% |
$486K - $503K
|
44.2K
$982K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.8K+ 2.68% |
$456K - $472K
|
795K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.6K+ 1051.2% |
$452K - $467K
|
22.6K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
20.6K+ 152.53% |
$452K - $467K
|
34.1K
$757K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20.4K+ 3.73% |
$448K - $463K
|
567K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 15.26% |
$424K - $438K
|
146K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.2K+ 53.08% |
$421K - $435K
|
55.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
17.9K+ 5.89% |
$393K - $406K
|
322K
$7.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 19.76% |
$378K - $390K
|
104K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 71.76% |
$373K - $386K
|
40.7K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.9K+ 6.46% |
$370K - $383K
|
278K
$6.17M
|