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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 20.31% |
$98.1K - $102K
|
25.3K
$597K
|
|
|
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 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
27KNew |
$622K - $631K
|
27K
$637K
|
|
|
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
$584K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$199K - $202K
|
8.62K
$203K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$108K - $117K
|
5K
$118K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5KNew |
$227K - $246K
|
10.5K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
871New |
$18.8K - $20.4K
|
871
$20.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-120K- 40.0% |
$2.65M - $2.73M
|
180K
$4.25M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24K- 57.3% |
$532K - $545K
|
17.9K
$422K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
670New |
$14.7K - $15.5K
|
670
$15.8K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
300New |
$6.46K - $6.83K
|
300
$7.08K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
450New |
$10K - $11.4K
|
450
$10.6K
|
|