Latest Institutional Purchases of Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
817K+ 225.57% |
$18.3M - $18.4M
|
1.18M
$26.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
439K+ 63.22% |
$9.81M - $9.88M
|
1.13M
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
421K+ 65.36% |
$9.41M - $9.48M
|
1.06M
$23.9M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
308K+ 62.02% |
$6.88M - $6.93M
|
803K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
259KNew |
$5.79M - $5.83M
|
259K
$5.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
242K+ 1847.33% |
$5.41M - $5.45M
|
255K
$5.73M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215K+ 44.02% |
$4.81M - $4.85M
|
704K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
199KNew |
$4.46M - $4.49M
|
199K
$4.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
186K+ 39.79% |
$4.16M - $4.19M
|
654K
$14.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
171K+ 38.31% |
$3.83M - $3.85M
|
618K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
108K+ 785.94% |
$2.42M - $2.44M
|
122K
$2.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
103K+ 9.21% |
$2.29M - $2.31M
|
1.22M
$27.3M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87K+ 53.87% |
$1.94M - $1.96M
|
248K
$5.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
81.8K+ 8.12% |
$1.83M - $1.84M
|
1.09M
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.6K+ 12.61% |
$1.76M - $1.77M
|
702K
$15.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
73.9K+ 32.86% |
$1.65M - $1.66M
|
299K
$6.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
67K+ 24.56% |
$1.5M - $1.51M
|
340K
$7.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
66.9K+ 14.52% |
$1.5M - $1.51M
|
528K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
64.9K+ 380.7% |
$1.45M - $1.46M
|
82K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.2K+ 1.48% |
$1.14M - $1.15M
|
3.51M
$78.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.6K+ 5.28% |
$1.13M - $1.14M
|
1.01M
$22.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
48.7K+ 13.38% |
$1.09M - $1.1M
|
413K
$9.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 3.92% |
$1.05M - $1.06M
|
1.24M
$27.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
44.4K+ 232.61% |
$993K - $1M
|
63.5K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.8K+ 23.84% |
$935K - $942K
|
217K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.7KNew |
$887K - $894K
|
39.7K
$892K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
38.5K+ 71.66% |
$860K - $866K
|
92.2K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
37.1K+ 4.74% |
$829K - $835K
|
820K
$18.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
36.5K+ 21.23% |
$815K - $821K
|
208K
$4.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
36.2K+ 27.33% |
$810K - $816K
|
169K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.9K+ 2.97% |
$803K - $809K
|
1.25M
$28M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.5KNew |
$726K - $731K
|
32.5K
$729K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
32K+ 2.91% |
$715K - $720K
|
1.13M
$25.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31.3K+ 46.47% |
$700K - $705K
|
98.7K
$2.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
30.3K+ 3.87% |
$678K - $682K
|
813K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.2K+ 194.37% |
$674K - $679K
|
45.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
27.7KNew |
$620K - $625K
|
27.7K
$623K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
26.5K+ 9.87% |
$593K - $597K
|
295K
$6.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26K+ 9.0% |
$582K - $586K
|
315K
$7.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.6K+ 7.6% |
$572K - $577K
|
362K
$8.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25K+ 64.03% |
$558K - $562K
|
63.9K
$1.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.6K+ 5.08% |
$551K - $555K
|
510K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23.1KNew |
$516K - $520K
|
23.1K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22.3K+ 14.81% |
$498K - $501K
|
173K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
20.6KNew |
$461K - $465K
|
20.6K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 8.63% |
$459K - $462K
|
259K
$5.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 30.13% |
$441K - $445K
|
85.3K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 10.96% |
$438K - $442K
|
198K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 2.62% |
$438K - $441K
|
768K
$17.3M
|
|