Latest Institutional Transactions on Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBTH) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81K+ 321.14% |
$40.6K - $40.8K
|
2.37K
$53.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
59K+ 28.35% |
$1.32M - $1.33M
|
267K
$6M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.01K- 3.73% |
$22.7K - $22.8K
|
26.1K
$587K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
84+ 0.56% |
$1.88K - $1.89K
|
15.2K
$340K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-929- 2.48% |
$20.8K - $20.9K
|
36.5K
$820K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.69M+ 15152.54% |
$37.9M - $38.1M
|
1.7M
$38.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.7K- 23.0% |
$38.2K - $38.4K
|
5.7K
$128K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4KNew |
$279K - $280K
|
12.4K
$279K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.2K+ 62.26% |
$229K - $231K
|
26.6K
$599K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-18.2K- 3.79% |
$408K - $410K
|
462K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-3.63K- 3.01% |
$81.4K - $81.8K
|
117K
$2.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
42.4KNew |
$950K - $955K
|
42.4K
$952K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.34KNew |
$209K - $211K
|
9.34K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
143K+ 18.59% |
$3.2M - $3.22M
|
911K
$20.5M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
668+ 6.43% |
$15K - $15.1K
|
11.1K
$249K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-323- 1.34% |
$7.24K - $7.28K
|
23.7K
$533K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
7.19K+ 2.24% |
$161K - $162K
|
328K
$7.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
211K+ 36.96% |
$4.73M - $4.75M
|
781K
$17.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-276K- 54.02% |
$6.18M - $6.21M
|
235K
$5.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
124K+ 275.58% |
$2.77M - $2.79M
|
169K
$3.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
365KNew |
$8.19M - $8.23M
|
365K
$8.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95.3K- 25.54% |
$2.14M - $2.15M
|
278K
$6.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.28K+ 6.52% |
$95.9K - $96.4K
|
69.8K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
236+ 2.04% |
$5.29K - $5.32K
|
11.8K
$265K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26.7KNew |
$599K - $602K
|
26.7K
$600K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$112 - $113
|
5
$112
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
10.3KNew |
$232K - $233K
|
10.3K
$232K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.9K- 5.46% |
$559K - $562K
|
431K
$9.69M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.45K+ 3.24% |
$32.5K - $32.7K
|
46.3K
$1.04M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
236K+ 231.88% |
$5.3M - $5.33M
|
338K
$7.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.5KNew |
$236K - $237K
|
10.5K
$236K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.03K+ 0.91% |
$23.1K - $23.2K
|
114K
$2.57M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
525+ 1.65% |
$11.7K - $11.8K
|
32.3K
$725K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.9K- 34.86% |
$1.14M - $1.15M
|
95.1K
$2.14M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.44K- 6.15% |
$211K - $212K
|
144K
$3.24M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.96% |
$447 - $450
|
2.1K
$47.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.79K+ 67.26% |
$84.8K - $85.4K
|
9.43K
$212K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
38.5K+ 71.66% |
$860K - $866K
|
92.2K
$2.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.57K- 0.89% |
$35.1K - $35.4K
|
176K
$3.95M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.94K- 5.94% |
$43.4K - $43.7K
|
30.7K
$690K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
2.01K+ 3.4% |
$44.9K - $45.2K
|
61.1K
$1.37M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
9.22KNew |
$206K - $208K
|
9.22K
$207K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9KNew |
$110K - $110K
|
4.9K
$110K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18K- 5.51% |
$403K - $406K
|
309K
$6.95M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.79K- 10.35% |
$40.1K - $40.4K
|
15.5K
$349K
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
92.1K+ 23.46% |
$2.06M - $2.07M
|
484K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-4.41K- 0.22% |
$98.5K - $99.2K
|
1.98M
$44.4M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
4.35K+ 32.31% |
$97.3K - $98K
|
17.8K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.6K- 2.32% |
$1.8M - $1.81M
|
3.39M
$76.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 63.3% |
$287K - $289K
|
33.1K
$744K
|
|