Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-732KClosed |
$16.3M - $16.5M
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-19.9K- 54.99% |
$443K - $449K
|
16.3K
$364K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.35K- 0.71% |
$74.7K - $75.6K
|
467K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.25K- 1.15% |
$27.9K - $28.2K
|
108K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 0.19% |
$25.2K - $25.5K
|
596K
$13.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.11K- 9.85% |
$24.8K - $25.1K
|
10.2K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-480- 3.78% |
$10.7K - $10.8K
|
12.2K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-35- 4.49% |
$781 - $790
|
745
$16.7K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-836K- 96.35% |
$18.5M - $18.8M
|
31.7K
$709K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-186K- 12.52% |
$4.11M - $4.17M
|
1.3M
$29.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-117K- 91.54% |
$2.59M - $2.63M
|
10.8K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89.9K- 12.57% |
$1.99M - $2.02M
|
626K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-60.7K- 2.02% |
$1.34M - $1.36M
|
2.95M
$66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.8K- 10.28% |
$569K - $578K
|
225K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-21.5K- 6.5% |
$475K - $482K
|
309K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-19.7K- 71.42% |
$435K - $442K
|
7.88K
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.68% |
$247K - $251K
|
186K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.11K- 15.47% |
$179K - $182K
|
44.3K
$992K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.06K- 32.44% |
$178K - $181K
|
16.8K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-7.71K- 12.64% |
$170K - $173K
|
53.3K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.88K- 24.47% |
$130K - $132K
|
18.1K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.32K- 0.58% |
$118K - $119K
|
910K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.3K- 4.89% |
$117K - $119K
|
103K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4.3K- 25.91% |
$95.1K - $96.4K
|
12.3K
$275K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.15K- 1.48% |
$91.7K - $93.1K
|
277K
$6.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.79K- 8.76% |
$83.8K - $85K
|
39.5K
$884K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 2.95% |
$56.1K - $56.9K
|
83.6K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 15.57% |
$46.8K - $47.5K
|
11.5K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.47K- 6.42% |
$32.6K - $33K
|
21.5K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.46K- 6.24% |
$32.2K - $32.7K
|
21.9K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 0.31% |
$26.7K - $27.1K
|
382K
$8.55M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 2.42% |
$26K - $26.4K
|
47.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.11K- 5.47% |
$24.5K - $24.9K
|
19.2K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-848- 2.33% |
$18.7K - $19K
|
35.5K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-800- 4.54% |
$17.7K - $17.9K
|
16.8K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-662- 2.56% |
$14.6K - $14.8K
|
25.2K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-585- 0.53% |
$12.9K - $13.1K
|
110K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-388- 3.26% |
$8.58K - $8.7K
|
11.5K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-302- 2.17% |
$6.68K - $6.77K
|
13.6K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 48.42% |
$6.1K - $6.19K
|
294
$6.58K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-137- 0.47% |
$3.03K - $3.07K
|
29K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57- 47.5% |
$1.26K - $1.28K
|
63
$1.41K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 6.27% |
$776K - $794K
|
525K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-18.6K- 64.23% |
$412K - $421K
|
10.4K
$232K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16.1K- 39.27% |
$357K - $365K
|
25K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.34% |
$24.7K - $25.2K
|
32.3K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-316- 2.44% |
$6.98K - $7.14K
|
12.6K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 1.0% |
$1.15K - $1.17K
|
5.14K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2- 0.17% |
$44.2 - $45.2
|
1.15K
$25.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-24.2K- 38.93% |
$532K - $550K
|
38K
$851K
|
|