Latest Institutional Transactions on Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds 2029 Term Hi (IBHI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
24KNew |
$557K - $572K
|
24K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
193K+ 2278.64% |
$4.48M - $4.59M
|
201K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.82K+ 1.71% |
$88.7K - $91K
|
227K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.07K+ 16.65% |
$141K - $145K
|
42.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6KNew |
$246K - $253K
|
10.6K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 22.53% |
$118K - $121K
|
27.6K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.5K+ 66.0% |
$963K - $989K
|
104K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.18K+ 21.83% |
$167K - $171K
|
40.1K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7KNew |
$342K - $351K
|
14.7K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 386.98% |
$3.73M - $3.83M
|
202K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$46.4K - $47.7K
|
2K
$47.5K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$3.51K - $3.6K
|
151
$3.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
943+ 35.56% |
$21.9K - $22.5K
|
3.6K
$85.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.4KNew |
$381K - $391K
|
16.4K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.5K- 96.6% |
$1.57M - $1.61M
|
2.38K
$56.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.18K+ 12.22% |
$97K - $99.6K
|
38.4K
$911K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 94.41% |
$409K - $420K
|
36.2K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.62K+ 0.89% |
$60.9K - $62.5K
|
299K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
942New |
$21.9K - $22.5K
|
942
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
528New |
$12.3K - $12.6K
|
528
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-926- 22.3% |
$21.5K - $22.1K
|
3.23K
$76.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
25.5KNew |
$592K - $608K
|
25.5K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.6KNew |
$1.94M - $1.99M
|
83.6K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.86K+ 17.22% |
$159K - $163K
|
46.7K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.12K+ 4.84% |
$49.2K - $50.5K
|
45.9K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
56.2K+ 4506.01% |
$1.31M - $1.34M
|
57.5K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
631New |
$14.7K - $15K
|
631
$15K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7K+ 127.66% |
$342K - $351K
|
26.3K
$624K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 16.35% |
$23.2K - $23.8K
|
7.12K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
895New |
$20.8K - $21.3K
|
895
$21.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.25% |
$395 - $405
|
771
$18.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
12.6KNew |
$292K - $299K
|
12.6K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.08% |
$163 - $167
|
9.31K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9.85KNew |
$229K - $235K
|
9.85K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
9+ 2.25% |
$209 - $215
|
409
$9.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9KNew |
$209K - $214K
|
9K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 11.58% |
$24.8K - $25.5K
|
10.3K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
168K+ 141.66% |
$3.91M - $4.01M
|
287K
$6.82M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-186- 2.12% |
$4.32K - $4.43K
|
8.57K
$204K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.37K- 1.66% |
$31.5K - $32.9K
|
81.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$252K - $263K
|
11K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 49.48% |
$630K - $658K
|
28K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-359- 1.1% |
$8.25K - $8.61K
|
32.3K
$767K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$197K - $205K
|
8.56K
$203K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.67KNew |
$196K - $201K
|
8.67K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$2.27K - $2.32K
|
100
$2.38K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-309- 12.32% |
$7K - $7.17K
|
2.2K
$52.3K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.65KNew |
$198K - $202K
|
8.65K
$205K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
508+ 9.25% |
$10.7K - $11.8K
|
6K
$143K
|
|