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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
36.2K+ 27.33% |
$810K - $816K
|
169K
$3.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13+ 0.14% |
$291 - $293
|
9.3K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.03KNew |
$90.1K - $90.7K
|
4.03K
$90.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
104+ 0.22% |
$2.33K - $2.34K
|
47.5K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-90.4K- 6.21% |
$2.02M - $2.04M
|
1.37M
$30.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.2K+ 14.05% |
$71.6K - $72.1K
|
26K
$584K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-225- 1.63% |
$5.03K - $5.07K
|
13.6K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.99K+ 3.46% |
$134K - $135K
|
179K
$4.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-916- 51.52% |
$20.5K - $20.6K
|
862
$19.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
274New |
$6.13K - $6.17K
|
274
$6.16K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
18.5K+ 12.25% |
$413K - $416K
|
169K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.16K+ 9.28% |
$183K - $184K
|
96.1K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.08K+ 770.75% |
$68.9K - $69.4K
|
3.48K
$78.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25K+ 64.03% |
$558K - $562K
|
63.9K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
14.5KNew |
$323K - $325K
|
14.5K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.43K+ 13.16% |
$98.9K - $99.7K
|
38K
$855K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.43K+ 9.57% |
$188K - $190K
|
96.5K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
118+ 0.85% |
$2.64K - $2.66K
|
13.9K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-479- 2.73% |
$10.7K - $10.8K
|
17K
$383K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-535- 16.3% |
$12K - $12K
|
2.75K
$61.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.38K+ 20.43% |
$97.9K - $98.6K
|
25.8K
$580K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60+ 0.01% |
$1.34K - $1.35K
|
743K
$16.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-15.5K- 6.62% |
$348K - $350K
|
219K
$4.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11.2KNew |
$251K - $253K
|
11.2K
$252K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24K- 49.18% |
$536K - $540K
|
24.8K
$557K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
728+ 1.27% |
$16.3K - $16.4K
|
58.2K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-5.95K- 25.36% |
$133K - $134K
|
17.5K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.4KNew |
$367K - $369K
|
16.4K
$369K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
3.04K+ 2.66% |
$68K - $68.5K
|
117K
$2.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.3K+ 10.9% |
$343K - $346K
|
156K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.33K+ 1.42% |
$29.6K - $29.8K
|
94.6K
$2.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26K+ 9.0% |
$582K - $586K
|
315K
$7.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20+ 0.19% |
$447 - $450
|
10.6K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.7 - $45
|
3.31K
$74.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$228K - $230K
|
10.2K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.79K+ 4.5% |
$84.8K - $85.4K
|
88.1K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
223+ 2.49% |
$4.99K - $5.02K
|
9.19K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
186K+ 39.79% |
$4.16M - $4.19M
|
654K
$14.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
73.9K+ 32.86% |
$1.65M - $1.66M
|
299K
$6.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.13KNew |
$25.2K - $25.3K
|
1.13K
$25.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.27K+ 12.51% |
$73.1K - $73.6K
|
29.4K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.4K+ 20.87% |
$277K - $279K
|
71.9K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
416+ 1.51% |
$9.3K - $9.37K
|
28.1K
$630K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.5K- 5.63% |
$33.5K - $33.7K
|
25.1K
$564K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.69KNew |
$217K - $218K
|
9.69K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13K- 13.74% |
$292K - $294K
|
81.9K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.8K- 4.43% |
$598K - $603K
|
577K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.59K+ 11.25% |
$80.3K - $80.9K
|
35.5K
$798K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
26.5K+ 9.87% |
$593K - $597K
|
295K
$6.63M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4K+ 9.37% |
$321K - $323K
|
168K
$3.77M
|
|