Latest Institutional Purchases of Ishares Tr Ibonds 2028 Term Hi (IBHH)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds 2028 Term Hi (IBHH) 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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316KNew |
$7.32M - $7.5M
|
316K
$7.49M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
177K+ 70.73% |
$4.11M - $4.21M
|
428K
$10.1M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
164K+ 556.2% |
$3.8M - $3.89M
|
194K
$4.59M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
138KNew |
$3.2M - $3.28M
|
138K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.1K+ 313.28% |
$1.97M - $2.02M
|
112K
$2.66M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.2K+ 87.26% |
$1.88M - $1.93M
|
174K
$4.13M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.2K+ 333.99% |
$1.44M - $1.48M
|
80.8K
$1.92M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54K+ 2570.48% |
$1.25M - $1.28M
|
56.1K
$1.33M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
51.6K+ 5.92% |
$1.2M - $1.22M
|
923K
$21.9M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.9K+ 36.76% |
$1.02M - $1.04M
|
163K
$3.87M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.1K+ 69.21% |
$836K - $857K
|
88.2K
$2.09M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
24.3KNew |
$564K - $577K
|
24.3K
$577K
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
21.9K+ 52.95% |
$507K - $520K
|
63.2K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.2KNew |
$492K - $504K
|
21.2K
$503K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 62.29% |
$369K - $378K
|
41.4K
$982K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$350K - $358K
|
15.1K
$357K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 8.44% |
$332K - $340K
|
184K
$4.37M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 37.3% |
$262K - $269K
|
41.7K
$987K
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.7KNew |
$248K - $254K
|
10.7K
$253K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.48K+ 1.73% |
$220K - $225K
|
558K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.65K+ 38.37% |
$154K - $158K
|
24K
$568K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.22K+ 12.94% |
$121K - $124K
|
45.5K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5.17KNew |
$120K - $123K
|
5.17K
$123K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.09K+ 22.53% |
$118K - $121K
|
27.7K
$656K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.08K+ 5.06% |
$118K - $121K
|
105K
$2.5M
|
|
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
$82.2K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.35KNew |
$77.7K - $79.5K
|
3.35K
$79.4K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.03K+ 20.57% |
$70.3K - $72K
|
17.8K
$421K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 41.99% |
$65.2K - $66.8K
|
9.51K
$225K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.58K+ 30.15% |
$59.8K - $61.2K
|
11.1K
$264K
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.27K+ 5.2% |
$52.5K - $53.8K
|
45.9K
$1.09M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.76K+ 16.27% |
$40.7K - $41.7K
|
12.6K
$298K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
943New |
$21.9K - $22.4K
|
943
$22.3K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
930+ 6.47% |
$21.6K - $22.1K
|
15.3K
$362K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529New |
$12.3K - $12.6K
|
529
$12.5K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
450New |
$10.4K - $10.7K
|
450
$10.7K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
407+ 0.64% |
$9.43K - $9.66K
|
63.6K
$1.51M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
294+ 2.07% |
$6.81K - $6.98K
|
14.5K
$344K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
212+ 3.71% |
$4.91K - $5.03K
|
5.93K
$140K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141New |
$3.27K - $3.35K
|
141
$3.34K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
87New |
$2.02K - $2.07K
|
87
$2.06K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
48+ 1.12% |
$1.11K - $1.14K
|
4.35K
$103K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.24% |
$394 - $404
|
775
$18.4K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
99.7K+ 335.34% |
$2.29M - $2.39M
|
129K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
20.9KNew |
$480K - $502K
|
20.9K
$496K
|
|
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
$599K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
27KNew |
$622K - $631K
|
27K
$640K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$232K - $235K
|
10K
$238K
|