Latest Institutional Purchases of Ishares Tr Ibonds 2027 Term Hi (IBHG)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds 2027 Term Hi (IBHG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
209KNew |
$4.65M - $4.7M
|
209K
$4.66M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
184K+ 685.54% |
$4.09M - $4.14M
|
211K
$4.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
100KNew |
$2.23M - $2.25M
|
100K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
71.3K+ 453.79% |
$1.59M - $1.61M
|
87K
$1.94M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31.6K+ 135.3% |
$704K - $712K
|
55K
$1.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
30.9KNew |
$688K - $696K
|
30.9K
$689K
|
|
|
Jan 27, 2026
Q4 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
28.4K+ 51.5% |
$631K - $638K
|
83.4K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
23.9K+ 18.27% |
$532K - $538K
|
155K
$3.45M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.2K+ 18.85% |
$427K - $431K
|
121K
$2.69M
|
|
|
Jan 28, 2026
Q4 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17.2KNew |
$382K - $387K
|
17.2K
$383K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$349K - $353K
|
15.7K
$349K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
13.4KNew |
$299K - $302K
|
13.4K
$299K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.5K+ 175.99% |
$233K - $236K
|
16.4K
$366K
|
|
|
Jan 26, 2026
Q4 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
10KNew |
$223K - $225K
|
10K
$223K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.44K+ 32.5% |
$188K - $190K
|
34.4K
$768K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.79K+ 25.29% |
$174K - $176K
|
38.6K
$861K
|
|
|
Jan 27, 2026
Q4 2025
|
Friedenthal Financial
|
BUY
|
- |
7.42KNew |
$165K - $167K
|
7.42K
$166K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.6K+ 64.58% |
$147K - $149K
|
16.8K
$375K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.13K+ 33.52% |
$114K - $116K
|
20.5K
$456K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
1.8K+ 42.28% |
$40.1K - $40.5K
|
6.06K
$135K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.69K+ 4.0% |
$37.7K - $38.1K
|
44K
$982K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.61KNew |
$35.9K - $36.3K
|
1.61K
$36K
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.56K+ 6.55% |
$34.6K - $35K
|
25.3K
$564K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.44K+ 7.16% |
$32.1K - $32.4K
|
21.6K
$481K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.43K+ 2.95% |
$31.9K - $32.2K
|
49.9K
$1.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129+ 1.81% |
$2.87K - $2.91K
|
7.25K
$162K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
128+ 0.42% |
$2.85K - $2.88K
|
30.4K
$678K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 2.11% |
$401 - $405
|
871
$19.4K
|
|
| Q3 2025 | |||||||
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
293K+ 25.14% |
$6.56M - $6.6M
|
1.46M
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282K+ 69.37% |
$6.3M - $6.35M
|
688K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
147K+ 523.89% |
$3.28M - $3.3M
|
175K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 174.34% |
$2.73M - $2.75M
|
192K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
101KNew |
$2.26M - $2.27M
|
101K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.2K+ 17.13% |
$1.88M - $1.9M
|
576K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.7K+ 5.35% |
$933K - $939K
|
821K
$18.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.8K+ 11.97% |
$802K - $807K
|
335K
$7.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33K+ 309.74% |
$739K - $744K
|
43.7K
$974K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.4K+ 17.24% |
$724K - $729K
|
220K
$4.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.7K+ 1206.81% |
$710K - $714K
|
34.3K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29.8KNew |
$667K - $671K
|
29.8K
$665K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
16.6K+ 18.3% |
$372K - $375K
|
108K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 7.55% |
$371K - $374K
|
236K
$5.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$352K - $354K
|
15.7K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11.2KNew |
$251K - $253K
|
11.2K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $233K
|
10.3K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$232K - $233K
|
10.3K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3KNew |
$231K - $233K
|
10.3K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.48KNew |
$212K - $214K
|
9.48K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.24K+ 2.57% |
$207K - $208K
|
369K
$8.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.22KNew |
$206K - $208K
|
9.22K
$205K
|
|