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 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.16K+ 2.0% |
$25.5K - $26.4K
|
59.2K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.15KNew |
$25.3K - $26.1K
|
1.15K
$25.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1K+ 9.16% |
$24.2K - $25K
|
13.2K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.04K+ 2.4% |
$22.8K - $23.6K
|
44.3K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
927+ 4.79% |
$20.4K - $21K
|
20.3K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
697+ 5.07% |
$15.3K - $15.8K
|
14.4K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
510+ 5.39% |
$11.2K - $11.6K
|
9.98K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
488New |
$10.7K - $11.1K
|
488
$10.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
475New |
$10.4K - $10.8K
|
475
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
458+ 11.58% |
$10.1K - $10.4K
|
4.41K
$98.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
455+ 2.13% |
$9.99K - $10.3K
|
21.8K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
380+ 0.07% |
$8.34K - $8.62K
|
544K
$12.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
279New |
$6.13K - $6.33K
|
279
$6.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
271+ 0.93% |
$5.95K - $6.15K
|
29.5K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
190+ 0.18% |
$4.17K - $4.31K
|
108K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
146+ 0.5% |
$3.21K - $3.31K
|
29.2K
$650K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
145+ 0.88% |
$3.18K - $3.29K
|
16.5K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
135+ 0.49% |
$2.96K - $3.06K
|
27.9K
$620K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
133+ 1.01% |
$2.92K - $3.02K
|
13.3K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
131+ 0.43% |
$2.88K - $2.97K
|
30.8K
$684K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
122+ 0.29% |
$2.68K - $2.77K
|
42.8K
$951K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
105+ 0.67% |
$2.31K - $2.38K
|
15.7K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 0.77% |
$2.15K - $2.22K
|
12.8K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.0% |
$439 - $454
|
2.01K
$44.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.0% |
$351 - $363
|
1.62K
$35.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$43.9 - $45.4
|
3.3K
$73.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
264KNew |
$5.76M - $5.83M
|
264K
$5.87M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40.1KNew |
$874K - $885K
|
40.1K
$891K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.4K+ 95.13% |
$817K - $827K
|
76.8K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.7K+ 6.24% |
$691K - $700K
|
539K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
30.4K+ 4.75% |
$664K - $672K
|
671K
$14.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
23.7KNew |
$517K - $523K
|
23.7K
$526K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
8.13K+ 16.08% |
$177K - $179K
|
58.6K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.38KNew |
$161K - $163K
|
7.38K
$164K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.47K+ 494.8% |
$54K - $54.7K
|
2.97K
$66.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 72.05% |
$47.4K - $48K
|
5.19K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.97K+ 5.04% |
$43.1K - $43.6K
|
41.1K
$914K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.54K+ 9.49% |
$33.6K - $34K
|
17.8K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.2K+ 15.13% |
$26.2K - $26.5K
|
9.12K
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
456+ 4.13% |
$9.95K - $10.1K
|
11.5K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
438+ 2.54% |
$9.56K - $9.68K
|
17.7K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
238+ 2.2% |
$5.2K - $5.26K
|
11K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
137+ 1.07% |
$2.99K - $3.03K
|
13K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
129New |
$2.82K - $2.85K
|
129
$2.87K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.2K - $2.23K
|
101
$2.25K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32.5K+ 13.6% |
$718K - $731K
|
272K
$6.05M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
29.9KNew |
$659K - $672K
|
29.9K
$665K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.1KNew |
$510K - $519K
|
23.1K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$390K - $398K
|
17.7K
$394K
|
|