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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
780K+ 29.01% |
$17.4M - $17.6M
|
3.47M
$77.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
748KNew |
$16.7M - $16.9M
|
748K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
584K+ 41.8% |
$13M - $13.2M
|
1.98M
$44.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
428K+ 55.61% |
$9.54M - $9.65M
|
1.2M
$26.8M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
284K+ 138.74% |
$6.34M - $6.42M
|
489K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
281K+ 23.9% |
$6.26M - $6.34M
|
1.46M
$32.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
204K+ 69.67% |
$4.54M - $4.6M
|
496K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157K+ 32.31% |
$3.51M - $3.55M
|
644K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
144K+ 44.51% |
$3.21M - $3.25M
|
468K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
133KNew |
$2.97M - $3M
|
133K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
132K+ 13.49% |
$2.95M - $2.99M
|
1.11M
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
112K+ 353.16% |
$2.51M - $2.54M
|
144K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
101K+ 141.32% |
$2.24M - $2.27M
|
172K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97.4K+ 10.7% |
$2.17M - $2.2M
|
1.01M
$22.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
93K+ 161.38% |
$2.07M - $2.1M
|
151K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
86.1K+ 47.25% |
$1.92M - $1.94M
|
268K
$6.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
81.5KNew |
$1.82M - $1.84M
|
81.5K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
78.3K+ 80.65% |
$1.75M - $1.77M
|
175K
$3.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
73.4K+ 19.67% |
$1.64M - $1.66M
|
447K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60K+ 50.54% |
$1.34M - $1.36M
|
179K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
58.9K+ 8.61% |
$1.31M - $1.33M
|
743K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.9K+ 22.9% |
$1.2M - $1.22M
|
289K
$6.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51.2K+ 51.58% |
$1.14M - $1.15M
|
150K
$3.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
50.2K+ 28.73% |
$1.12M - $1.13M
|
225K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.7K+ 436.73% |
$1.11M - $1.12M
|
61.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 2.52% |
$1.11M - $1.12M
|
2.02M
$45.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48.6K+ 7.54% |
$1.08M - $1.1M
|
694K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
47.8K+ 15.22% |
$1.07M - $1.08M
|
362K
$8.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
44.2K+ 50.01% |
$985K - $997K
|
133K
$2.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
43.8K+ 39.93% |
$976K - $988K
|
153K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
40.2KNew |
$897K - $907K
|
40.2K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33K+ 181.52% |
$736K - $745K
|
51.2K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.8K+ 25.19% |
$688K - $696K
|
153K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
27.7K+ 14.24% |
$617K - $624K
|
222K
$4.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
26.1K+ 115.4% |
$583K - $590K
|
48.8K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.3K+ 21.91% |
$564K - $571K
|
141K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
24.3K+ 7.14% |
$541K - $548K
|
364K
$8.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
22.8K+ 64.09% |
$509K - $516K
|
58.5K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
22.8KNew |
$508K - $514K
|
22.8K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.4KNew |
$478K - $483K
|
21.4K
$480K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.1K+ 27.69% |
$425K - $431K
|
88K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 2149.06% |
$407K - $412K
|
19.1K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.1K+ 3.34% |
$404K - $409K
|
561K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17.4K+ 17.41% |
$389K - $394K
|
118K
$2.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
17.4K+ 17.93% |
$388K - $392K
|
114K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
16.7K+ 23.48% |
$373K - $378K
|
88.1K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 1.52% |
$367K - $371K
|
1.1M
$24.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16K+ 5.17% |
$356K - $360K
|
325K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.5KNew |
$346K - $350K
|
15.5K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.2K+ 4.72% |
$338K - $342K
|
337K
$7.55M
|