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 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
623+ 3.52% |
$13.9K - $14K
|
18.3K
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
550+ 0.87% |
$12.3K - $12.4K
|
63.5K
$1.43M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
525+ 1.65% |
$11.7K - $11.8K
|
32.3K
$725K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
510+ 1.35% |
$11.4K - $11.5K
|
38.4K
$863K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481New |
$10.8K - $10.8K
|
481
$10.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
416+ 1.51% |
$9.3K - $9.37K
|
28.1K
$630K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
322+ 0.85% |
$7.2K - $7.25K
|
38.4K
$862K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
290+ 2.41% |
$6.48K - $6.53K
|
12.3K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
274New |
$6.13K - $6.17K
|
274
$6.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
223+ 2.49% |
$4.99K - $5.02K
|
9.19K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
194+ 0.19% |
$4.34K - $4.37K
|
103K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
161+ 0.71% |
$3.6K - $3.63K
|
23K
$516K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
118+ 0.85% |
$2.64K - $2.66K
|
13.9K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
111New |
$2.48K - $2.5K
|
111
$2.49K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
104+ 0.61% |
$2.33K - $2.34K
|
17.1K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
104+ 0.22% |
$2.33K - $2.34K
|
47.5K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60+ 0.01% |
$1.34K - $1.35K
|
743K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33+ 0.16% |
$738 - $743
|
20.7K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
26+ 9.32% |
$581 - $586
|
305
$6.85K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.96% |
$447 - $450
|
2.1K
$47.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20+ 0.19% |
$447 - $450
|
10.6K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13+ 0.14% |
$291 - $293
|
9.3K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.7 - $45
|
3.31K
$74.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$22.4 - $22.5
|
2.82K
$63.4K
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
133KNew |
$2.97M - $3M
|
133K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
81.5KNew |
$1.82M - $1.84M
|
81.5K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 2149.06% |
$407K - $412K
|
19.1K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
14.8K+ 2.51% |
$330K - $334K
|
604K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
12.6KNew |
$281K - $285K
|
12.6K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11KNew |
$245K - $248K
|
11K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$227K - $230K
|
10.2K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.93KNew |
$221K - $224K
|
9.93K
$223K
|
|
|
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 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.45K+ 24.16% |
$188K - $191K
|
43.4K
$976K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 15.3% |
$99.7K - $101K
|
33.7K
$757K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.7K+ 10.37% |
$82.4K - $83.4K
|
39.3K
$884K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.4K+ 21.79% |
$75.8K - $76.7K
|
19K
$427K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 99.94% |
$39.6K - $40.1K
|
3.56K
$79.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.25K+ 8.61% |
$27.8K - $28.1K
|
15.7K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
691New |
$15.4K - $15.6K
|
691
$15.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
631New |
$14.1K - $14.2K
|
631
$14.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
591+ 1.35% |
$13.2K - $13.3K
|
44.3K
$994K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
570New |
$12.7K - $12.9K
|
570
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
456New |
$10.2K - $10.3K
|
456
$10.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
208+ 0.9% |
$4.64K - $4.69K
|
23.2K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
92New |
$2.05K - $2.08K
|
92
$2.07K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 0.2% |
$2.01K - $2.03K
|
45.3K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
55New |
$1.23K - $1.24K
|
55
$1.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36New |
$803 - $813
|
36
$809
|
|