Latest Institutional Transactions on Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds 2028 Term Hi (IBHH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.51K+ 813.63% |
$153K - $156K
|
7.31K
$173K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.75K- 8.63% |
$112K - $114K
|
50.3K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
19.1K+ 20.85% |
$449K - $455K
|
111K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3K+ 27.27% |
$70.6K - $71.7K
|
14K
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.7KNew |
$486K - $494K
|
20.7K
$488K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
6.22K+ 3.1% |
$146K - $149K
|
207K
$4.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.43K+ 25.61% |
$57.2K - $58.1K
|
11.9K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.47K- 0.74% |
$34.5K - $35K
|
197K
$4.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 0.85% |
$1.65K - $1.67K
|
8.34K
$197K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.07K+ 1.9% |
$143K - $145K
|
325K
$7.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.2K+ 36.91% |
$146K - $148K
|
23K
$543K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
420New |
$9.88K - $10K
|
420
$9.92K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.16K+ 1.58% |
$122K - $123K
|
332K
$7.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
334+ 49.85% |
$7.86K - $7.98K
|
1K
$23.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
696New |
$16.4K - $16.6K
|
696
$16.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
342K+ 29.14% |
$8.05M - $8.17M
|
1.52M
$35.8M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171K+ 600.41% |
$3.83M - $4.07M
|
200K
$4.73M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.15K- 11.47% |
$25.7K - $27.3K
|
8.89K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-750- 2.58% |
$16.8K - $17.8K
|
28.3K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.13K- 10.2% |
$47.7K - $50.6K
|
18.8K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.75K+ 30.78% |
$196K - $208K
|
37.2K
$878K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-135- 1.17% |
$3.02K - $3.2K
|
11.4K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.43K- 9.99% |
$32K - $34K
|
12.9K
$305K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.11K+ 7.6% |
$159K - $169K
|
101K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.52KNew |
$33.9K - $36K
|
1.52K
$35.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
96.4KNew |
$2.15M - $2.29M
|
96.4K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7KNew |
$419K - $445K
|
18.7K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$291 - $308
|
542
$12.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.93KNew |
$43K - $45.7K
|
1.93K
$45.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48- 1.1% |
$1.12K - $1.14K
|
4.3K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.55K- 46.27% |
$36.2K - $36.8K
|
1.8K
$42.5K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.5KNew |
$243K - $249K
|
10.5K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141New |
$3.27K - $3.35K
|
141
$3.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
87New |
$2.02K - $2.07K
|
87
$2.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
943New |
$21.9K - $22.4K
|
943
$22.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
212+ 3.71% |
$4.91K - $5.03K
|
5.93K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
$80.4K - $82.3K
|
3.47K
$81.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
294+ 2.07% |
$6.81K - $6.98K
|
14.5K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.58K+ 30.15% |
$59.8K - $61.2K
|
11.1K
$263K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
99.7K+ 335.34% |
$2.29M - $2.39M
|
129K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15K+ 23.83% |
$344K - $359K
|
77.8K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 20.31% |
$98.1K - $102K
|
25.3K
$598K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.06K- 35.15% |
$185K - $193K
|
14.9K
$351K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$232K - $235K
|
10K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.07KNew |
$209K - $212K
|
9.07K
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.73K+ 7.54% |
$40K - $40.5K
|
24.7K
$585K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$199K - $202K
|
8.62K
$204K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$108K - $117K
|
5K
$118K
|
|