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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
133KNew |
$2.97M - $3M
|
133K
$2.98M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
78.3K+ 80.65% |
$1.75M - $1.77M
|
175K
$3.93M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17.4K+ 17.41% |
$389K - $394K
|
118K
$2.63M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.2K+ 4.72% |
$338K - $342K
|
337K
$7.54M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.61% |
$304K - $308K
|
122K
$2.73M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.93KNew |
$221K - $224K
|
9.93K
$222K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.45K+ 24.16% |
$188K - $191K
|
43.4K
$972K
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
5.68K+ 0.73% |
$127K - $128K
|
783K
$17.5M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.4K+ 0.96% |
$98.1K - $99.3K
|
461K
$10.3M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.4K+ 21.79% |
$75.8K - $76.7K
|
19K
$425K
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.01K+ 5.0% |
$44.8K - $45.4K
|
42.3K
$946K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 99.94% |
$39.6K - $40.1K
|
3.56K
$79.6K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 2.0% |
$39.1K - $39.6K
|
89.6K
$2.01M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.29K+ 0.27% |
$28.7K - $29K
|
485K
$10.9M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.16K+ 8.78% |
$25.8K - $26.1K
|
14.4K
$321K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
979+ 4.96% |
$21.8K - $22.1K
|
20.7K
$464K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
58+ 0.11% |
$1.29K - $1.31K
|
52.5K
$1.18M
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.41MNew |
$31.1M - $31.5M
|
1.41M
$31.5M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.4MNew |
$30.9M - $31.3M
|
1.4M
$31.3M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
623K+ 2737.4% |
$13.8M - $14M
|
645K
$14.5M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
529K+ 10.73% |
$11.7M - $11.9M
|
5.46M
$122M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
462K+ 30.53% |
$10.2M - $10.4M
|
1.97M
$44.2M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
340KNew |
$7.51M - $7.62M
|
340K
$7.61M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
314KNew |
$6.95M - $7.05M
|
314K
$7.03M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
281K+ 11.66% |
$6.21M - $6.3M
|
2.69M
$60.2M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
268KNew |
$5.93M - $6.01M
|
268K
$6M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 28.11% |
$5.25M - $5.32M
|
1.08M
$24.2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
225KNew |
$4.98M - $5.05M
|
225K
$5.04M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
217K+ 6.27% |
$4.79M - $4.86M
|
3.67M
$82.2M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
214K+ 272.12% |
$4.73M - $4.79M
|
292K
$6.54M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 33.53% |
$4.27M - $4.33M
|
769K
$17.2M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
145KNew |
$3.2M - $3.24M
|
145K
$3.24M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 13.61% |
$3.11M - $3.16M
|
1.18M
$26.3M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
140K+ 195.97% |
$3.1M - $3.15M
|
212K
$4.75M
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
136K+ 72.57% |
$3.01M - $3.06M
|
324K
$7.25M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
110K+ 41.64% |
$2.43M - $2.46M
|
373K
$8.36M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.8K+ 19.1% |
$2.21M - $2.24M
|
623K
$13.9M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
99.5K+ 14.83% |
$2.2M - $2.23M
|
771K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72KNew |
$1.59M - $1.61M
|
72K
$1.61M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
71.3KNew |
$1.58M - $1.6M
|
71.3K
$1.6M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
71.1KNew |
$1.57M - $1.6M
|
71.1K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.7K+ 7.29% |
$1.48M - $1.5M
|
982K
$22M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
66.6K+ 10.79% |
$1.47M - $1.49M
|
684K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.6K+ 15.3% |
$1.43M - $1.45M
|
487K
$10.9M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.4K+ 36.88% |
$1.4M - $1.42M
|
235K
$5.27M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
63.1K+ 11.98% |
$1.39M - $1.41M
|
590K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.7K+ 91.36% |
$1.36M - $1.38M
|
129K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57.2KNew |
$1.27M - $1.28M
|
57.2K
$1.28M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4K+ 43.99% |
$1.18M - $1.2M
|
175K
$3.91M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 4.86% |
$1.07M - $1.08M
|
1.04M
$23.3M
|