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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
758K+ 4071.77% |
$16.8M - $17M
|
777K
$17.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
106K+ 6524.63% |
$2.35M - $2.39M
|
108K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81.2K+ 509.6% |
$1.8M - $1.82M
|
97.1K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
63.1K+ 11.98% |
$1.39M - $1.41M
|
590K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.9K+ 6.38% |
$970K - $984K
|
732K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
40.1K+ 9.63% |
$886K - $899K
|
456K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
32.8K+ 43.09% |
$724K - $735K
|
109K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$501K - $508K
|
22.6K
$508K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.9K+ 4.28% |
$440K - $446K
|
484K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.55% |
$411K - $417K
|
543K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6KNew |
$345K - $350K
|
15.6K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12.1K+ 2.57% |
$268K - $272K
|
484K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 11.52% |
$201K - $203K
|
87.8K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.81K+ 0.98% |
$128K - $130K
|
597K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 10.45% |
$75.6K - $76.7K
|
36.2K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.51K+ 23.47% |
$55.5K - $56.3K
|
13.2K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78KNew |
$39.3K - $39.9K
|
1.78K
$39.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.61K+ 2.82% |
$35.7K - $36.2K
|
58.9K
$1.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$28.7K - $29.2K
|
1.3K
$29.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.21K+ 1.22% |
$26.6K - $27K
|
100K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 2.64% |
$22.9K - $23.2K
|
40.2K
$903K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
936+ 4.52% |
$20.7K - $21K
|
21.7K
$486K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.38M+ 795.56% |
$96.8M - $98.9M
|
4.93M
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
915KNew |
$20.2M - $20.7M
|
915K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
854K+ 6441.13% |
$18.9M - $19.3M
|
868K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 50.37% |
$17.8M - $18.2M
|
2.41M
$54M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
358K+ 217.68% |
$7.92M - $8.09M
|
523K
$11.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
351KNew |
$7.76M - $7.93M
|
351K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
290K+ 52.33% |
$6.41M - $6.55M
|
845K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
265K+ 21.27% |
$5.86M - $5.99M
|
1.51M
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 6.98% |
$4.98M - $5.09M
|
3.46M
$77.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
196K+ 24.69% |
$4.34M - $4.43M
|
991K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
196KNew |
$4.33M - $4.43M
|
196K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 19.19% |
$3.68M - $3.76M
|
1.03M
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 39.73% |
$3.62M - $3.7M
|
576K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
159K+ 152.89% |
$3.52M - $3.6M
|
264K
$5.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
151KNew |
$3.34M - $3.42M
|
151K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
147K+ 25.75% |
$3.24M - $3.31M
|
715K
$16M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
129KNew |
$2.84M - $2.91M
|
129K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
128KNew |
$2.83M - $2.9M
|
128K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
116K+ 8.51% |
$2.57M - $2.63M
|
1.48M
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
111KNew |
$2.45M - $2.5M
|
111K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 12.73% |
$2.28M - $2.33M
|
915K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
99.7K+ 113.41% |
$2.2M - $2.25M
|
188K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
96.4KNew |
$2.13M - $2.18M
|
96.4K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
95.1KNew |
$2.1M - $2.15M
|
95.1K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
95K+ 229.21% |
$2.1M - $2.15M
|
136K
$3.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90.1KNew |
$1.99M - $2.04M
|
90.1K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
89.1KNew |
$1.97M - $2.01M
|
89.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85.7K+ 114.03% |
$1.89M - $1.94M
|
161K
$3.61M
|
|