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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 56.44% |
$324K - $330K
|
40.8K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.8KNew |
$282K - $287K
|
12.8K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.73KNew |
$215K - $219K
|
9.73K
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.61K+ 32.96% |
$168K - $171K
|
30.7K
$683K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.59KNew |
$101K - $103K
|
4.59K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$24.8K - $25.2K
|
1.12K
$25K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
700New |
$15.4K - $15.7K
|
700
$15.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
141New |
$3.11K - $3.17K
|
141
$3.14K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
97+ 16.17% |
$2.14K - $2.18K
|
697
$15.5K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$244K - $253K
|
11.3K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
10.1KNew |
$217K - $225K
|
10.1K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.46KNew |
$204K - $212K
|
9.46K
$210K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
7.02K+ 0.52% |
$152K - $157K
|
1.36M
$30.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01KNew |
$43.4K - $45K
|
2.01K
$44.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$32.2K - $33.4K
|
1.49K
$33.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
699New |
$15.1K - $15.7K
|
699
$15.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
334New |
$7.22K - $7.48K
|
334
$7.43K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.3KNew |
$398K - $407K
|
18.3K
$406K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
12.8KNew |
$279K - $286K
|
12.8K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.06KNew |
$44.8K - $45.9K
|
2.06K
$45.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
862New |
$18.8K - $19.2K
|
862
$19.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
540+ 59.73% |
$11.8K - $12K
|
1.44K
$32.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
211New |
$4.59K - $4.7K
|
211
$4.69K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.93% |
$239 - $245
|
1.19K
$26.5K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.3K+ 15.48% |
$471K - $487K
|
159K
$3.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.3KNew |
$28.8K - $29.8K
|
1.3K
$28.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
601New |
$13.3K - $13.8K
|
601
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$11.1K - $11.5K
|
500
$11.1K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
487+ 5.34% |
$10.8K - $11.2K
|
9.6K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
127+ 1.39% |
$2.81K - $2.91K
|
9.24K
$205K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.44KNew |
$75.3K - $78.4K
|
3.44K
$76.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.37KNew |
$73.8K - $76.8K
|
3.37K
$74.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
41.7KNew |
$910K - $944K
|
41.7K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$231K - $239K
|
10.6K
$235K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$139K - $144K
|
6.39K
$142K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.3KNew |
$28.4K - $29.4K
|
1.3K
$28.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
759New |
$16.6K - $17.2K
|
759
$16.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.5KNew |
$252K - $270K
|
11.5K
$255K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
109KNew |
$2.45M - $2.56M
|
109K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
139New |
$3.13K - $3.28K
|
139
$3.09K
|
|