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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.2K+ 33.01% |
$159K - $163K
|
29K
$649K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.09KNew |
$157K - $160K
|
7.09K
$159K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.52K+ 3.42% |
$144K - $147K
|
197K
$4.41M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.84K+ 20.2% |
$129K - $132K
|
34.7K
$777K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.81K+ 49.09% |
$128K - $131K
|
17.7K
$395K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.59K+ 27.58% |
$124K - $126K
|
25.9K
$579K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.52K+ 29.81% |
$122K - $125K
|
24K
$537K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.21K+ 6.61% |
$115K - $118K
|
84.1K
$1.88M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.54KNew |
$100K - $103K
|
4.54K
$102K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.5K+ 6.29% |
$99.5K - $102K
|
76K
$1.7M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.48K+ 4.17% |
$99K - $101K
|
112K
$2.5M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.38K+ 58.4% |
$96.9K - $99K
|
11.9K
$266K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.32K+ 144.97% |
$95.5K - $97.6K
|
7.3K
$163K
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.28K+ 5.39% |
$94.7K - $96.8K
|
83.7K
$1.87M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.01K+ 33.53% |
$88.5K - $90.5K
|
16K
$357K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.88K+ 12.63% |
$85.8K - $87.7K
|
34.6K
$775K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85K+ 32.29% |
$85K - $86.9K
|
15.8K
$353K
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.83K+ 34.64% |
$84.5K - $86.4K
|
14.9K
$333K
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.81K+ 17.14% |
$62.2K - $63.6K
|
19.2K
$430K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.77K+ 9.95% |
$61.3K - $62.6K
|
30.7K
$686K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.74KNew |
$60.6K - $61.9K
|
2.74K
$61.3K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.67K+ 19.2% |
$58.9K - $60.2K
|
16.6K
$370K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.51K+ 28.63% |
$55.4K - $56.7K
|
11.3K
$252K
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.3K+ 11.14% |
$50.8K - $51.9K
|
22.9K
$513K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.26K+ 15.18% |
$49.9K - $51K
|
17.1K
$383K
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.17K+ 1.72% |
$48K - $49K
|
128K
$2.87M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.12KNew |
$46.9K - $47.9K
|
2.12K
$47.4K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.93K+ 2.98% |
$42.6K - $43.6K
|
66.7K
$1.49M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.89KNew |
$41.9K - $42.8K
|
1.89K
$42.4K
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.61K+ 5.17% |
$35.6K - $36.3K
|
32.7K
$732K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.58K+ 4.63% |
$34.9K - $35.6K
|
35.6K
$797K
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 1.32% |
$30.7K - $31.4K
|
107K
$2.39M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 7.6% |
$29.8K - $30.5K
|
19.1K
$427K
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.35K+ 2.28% |
$29.8K - $30.5K
|
60.6K
$1.35M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.34K+ 0.28% |
$29.5K - $30.2K
|
472K
$10.6M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13KNew |
$24.9K - $25.4K
|
1.13K
$25.2K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.06KNew |
$23.4K - $23.9K
|
1.06K
$23.6K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$22.1K - $22.6K
|
13.8K
$309K
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
823+ 1.34% |
$18.2K - $18.6K
|
62K
$1.39M
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
784+ 8.6% |
$17.3K - $17.7K
|
9.9K
$221K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
782+ 3.47% |
$17.3K - $17.7K
|
23.3K
$522K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
738New |
$16.3K - $16.7K
|
738
$16.5K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
731+ 7.34% |
$16.2K - $16.5K
|
10.7K
$239K
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
662+ 3.04% |
$14.6K - $15K
|
22.4K
$502K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
655New |
$14.5K - $14.8K
|
655
$14.7K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
563+ 1.27% |
$12.4K - $12.7K
|
44.9K
$1M
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
490+ 4.28% |
$10.8K - $11.1K
|
12K
$267K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
374+ 4.15% |
$8.27K - $8.45K
|
9.39K
$210K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 60.0% |
$6.63K - $6.78K
|
800
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
254+ 0.23% |
$5.61K - $5.74K
|
108K
$2.42M
|