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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
55New |
$1.23K - $1.24K
|
55
$1.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
591+ 1.35% |
$13.2K - $13.3K
|
44.3K
$994K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
631New |
$14.1K - $14.2K
|
631
$14.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-126- 20.52% |
$2.81K - $2.84K
|
488
$11K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
208+ 0.9% |
$4.64K - $4.69K
|
23.2K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 0.2% |
$2.01K - $2.03K
|
45.3K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11KNew |
$245K - $248K
|
11K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
12.6KNew |
$281K - $285K
|
12.6K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
81.5KNew |
$1.82M - $1.84M
|
81.5K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
9.44KNew |
$210K - $213K
|
9.44K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
9.34KNew |
$208K - $211K
|
9.34K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.7K+ 10.37% |
$82.4K - $83.4K
|
39.3K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-926- 4.83% |
$20.6K - $20.9K
|
18.2K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$227K - $230K
|
10.2K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-47- 3.25% |
$1.05K - $1.06K
|
1.4K
$31.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
133KNew |
$2.97M - $3M
|
133K
$2.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.45K+ 24.16% |
$188K - $191K
|
43.4K
$976K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-35- 4.49% |
$781 - $790
|
745
$16.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.4K+ 21.79% |
$75.8K - $76.7K
|
19K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.93KNew |
$221K - $224K
|
9.93K
$223K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.11K- 9.85% |
$24.8K - $25.1K
|
10.2K
$228K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 99.94% |
$39.6K - $40.1K
|
3.56K
$79.9K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-42.1KClosed |
$930K - $944K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
191+ 19100.0% |
$4.22K - $4.28K
|
192
$4.31K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$223K - $226K
|
10.1K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72KNew |
$1.59M - $1.61M
|
72K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.41MNew |
$31.1M - $31.5M
|
1.41M
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.01KNew |
$199K - $202K
|
9.01K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 476.26% |
$483K - $490K
|
26.4K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57- 47.5% |
$1.26K - $1.28K
|
63
$1.42K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
956New |
$21.1K - $21.4K
|
956
$21.5K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9KNew |
$286K - $290K
|
12.9K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 15.57% |
$46.8K - $47.5K
|
11.5K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 51.74% |
$52K - $52.7K
|
6.89K
$155K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4.3K- 25.91% |
$95.1K - $96.4K
|
12.3K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
268+ 0.67% |
$5.93K - $6.01K
|
40.3K
$906K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.09K+ 42.32% |
$179K - $181K
|
27.2K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.92K+ 1.5% |
$42.4K - $43K
|
130K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-662- 2.56% |
$14.6K - $14.8K
|
25.2K
$566K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$28.7K - $29.2K
|
1.3K
$29.2K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
129KNew |
$2.84M - $2.91M
|
129K
$2.89M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16.1K- 39.27% |
$357K - $365K
|
25K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.9KNew |
$306K - $313K
|
13.9K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
655New |
$14.5K - $14.8K
|
655
$14.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$4.42K - $4.52K
|
200
$4.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.1KNew |
$930K - $950K
|
42.1K
$945K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.34% |
$24.7K - $25.2K
|
32.3K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.12KNew |
$46.9K - $47.9K
|
2.12K
$47.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 1.0% |
$1.15K - $1.17K
|
5.14K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.06KNew |
$23.4K - $23.9K
|
1.06K
$23.8K
|
|