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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.5K- 1.4% |
$33.5K - $33.8K
|
106K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
510+ 1.35% |
$11.4K - $11.5K
|
38.4K
$863K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.02K+ 8.25% |
$22.8K - $23K
|
13.4K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.6KNew |
$326K - $329K
|
14.6K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215K+ 44.02% |
$4.81M - $4.85M
|
704K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
868+ 735.59% |
$19.4K - $19.5K
|
986
$22.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.34K- 7.43% |
$29.9K - $30.1K
|
16.6K
$374K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
290+ 2.41% |
$6.48K - $6.53K
|
12.3K
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.18K+ 3.73% |
$48.8K - $49.1K
|
60.7K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22.3K+ 14.81% |
$498K - $501K
|
173K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
242K+ 1847.33% |
$5.41M - $5.45M
|
255K
$5.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33+ 0.16% |
$738 - $743
|
20.7K
$464K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
161+ 0.71% |
$3.6K - $3.63K
|
23K
$516K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
15.3KNew |
$341K - $343K
|
15.3K
$343K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.8K+ 23.84% |
$935K - $942K
|
217K
$4.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.56K- 6.53% |
$79.5K - $80.1K
|
50.9K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 0.64% |
$36K - $36.3K
|
251K
$5.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
322+ 0.85% |
$7.2K - $7.25K
|
38.4K
$862K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.2K+ 3.87% |
$161K - $162K
|
193K
$4.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.5KNew |
$726K - $731K
|
32.5K
$729K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 30.13% |
$441K - $445K
|
85.3K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-243- 2.57% |
$5.43K - $5.47K
|
9.22K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50.1K- 1.74% |
$1.12M - $1.13M
|
2.83M
$63.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481New |
$10.8K - $10.8K
|
481
$10.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
171K+ 38.31% |
$3.83M - $3.85M
|
618K
$13.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.12K+ 5.38% |
$24.9K - $25.1K
|
21.8K
$491K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.6K+ 7.6% |
$572K - $577K
|
362K
$8.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
30.3K+ 3.87% |
$678K - $682K
|
813K
$18.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.31K+ 50.93% |
$163K - $165K
|
21.7K
$487K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
871+ 7.12% |
$19.5K - $19.6K
|
13.1K
$294K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.8K- 13.94% |
$1.94M - $1.96M
|
536K
$12M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-127K- 85.42% |
$2.84M - $2.88M
|
21.7K
$489K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-560- 4.83% |
$12.5K - $12.6K
|
11K
$248K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-540K- 7.95% |
$12M - $12.2M
|
6.26M
$141M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
570New |
$12.7K - $12.9K
|
570
$12.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.17K- 44.15% |
$160K - $162K
|
9.07K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-91- 0.43% |
$2.03K - $2.05K
|
20.9K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-134K- 92.5% |
$2.98M - $3.02M
|
10.8K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
456New |
$10.2K - $10.3K
|
456
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 2149.06% |
$407K - $412K
|
19.1K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.67% |
$22.3 - $22.6
|
61
$1.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
92New |
$2.05K - $2.08K
|
92
$2.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36New |
$803 - $813
|
36
$809
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.2K- 9.07% |
$26.8K - $27.1K
|
12K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.25K+ 8.61% |
$27.8K - $28.1K
|
15.7K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 15.3% |
$99.7K - $101K
|
33.7K
$757K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
14.8K+ 2.51% |
$330K - $334K
|
604K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
691New |
$15.4K - $15.6K
|
691
$15.5K
|
|