8/15/2025 | Captrust Financial Advisors | 177,282 | $3.99M | 0.0% | +8.4% | 0.238% | |
8/15/2025 | Ameriprise Financial Inc. | 161,425 | $3.63M | 0.0% | +4.7% | 0.217% | |
8/14/2025 | Cary Street Partners Financial LLC | 34,096 | $767K | 0.0% | -3.9% | 0.046% | |
8/13/2025 | Flow Traders U.S. LLC | 10,845 | $244K | 0.0% | -92.5% | 0.015% | |
8/13/2025 | RFP Financial Group LLC | 29,350 | $660K | 0.3% | +11.4% | 0.039% | |
8/13/2025 | Portland Global Advisors LLC | 114,149 | $2.57M | 0.3% | +7.0% | 0.154% | |
8/13/2025 | Baird Financial Group Inc. | 178,831 | $4.02M | 0.0% | +50.5% | 0.241% | |
8/13/2025 | Boston Family Office LLC | 221,879 | $4.99M | 0.3% | +14.2% | 0.298% | |
8/12/2025 | Titleist Asset Management LLC | 364,074 | $8.19M | 0.8% | +7.1% | 0.490% | |
8/12/2025 | JPMorgan Chase & Co. | 15,264 | $343K | 0.0% | N/A | 0.021% | |
Get the Latest News and Ratings for IBTH and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2027 Term Treasury ETF and its competitors with MarketBeat's FREE daily newsletter.
|
8/7/2025 | Hughes Financial Services LLC | 96,333 | $2.16M | 0.4% | +3.0% | 0.130% | |
8/5/2025 | Gould Asset Management LLC CA | 93,285 | $2.10M | 0.4% | +3.5% | 0.125% | |
7/31/2025 | Leavell Investment Management Inc. | 140,820 | $3.17M | 0.1% | +21.9% | 0.190% | |
7/31/2025 | GLOBALT Investments LLC GA | 2,883,167 | $64.84M | 2.5% | -2.1% | 3.894% | |
7/30/2025 | Strategic Blueprint LLC | 225,012 | $5.06M | 0.2% | +28.7% | 0.304% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 12,610 | $284K | 0.1% | +19.5% | 0.017% | |
7/25/2025 | Heartland Bank & Trust Co | 19,101 | $430K | 0.2% | +8.2% | 0.026% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 10,311 | $232K | 0.0% | N/A | 0.014% | |
7/21/2025 | Crews Bank & Trust | 17,960 | $404K | 0.1% | +6.7% | 0.025% | |
7/17/2025 | Janney Montgomery Scott LLC | 289,147 | $6.50M | 0.0% | +22.9% | 0.398% | |
7/16/2025 | Old Port Advisors | 306,158 | $6.89M | 1.9% | +4.1% | 0.423% | |
7/16/2025 | Rebalance LLC | 171,673 | $3.86M | 0.3% | +141.3% | 0.237% | |
7/9/2025 | Lbmc Investment Advisors LLC | 9,930 | $223K | 0.0% | N/A | 0.014% | |
7/8/2025 | Parallel Advisors LLC | 121,750 | $2.74M | 0.1% | +12.6% | 0.169% | |
7/7/2025 | Horizons Wealth Management | 42,259 | $950K | 0.7% | +5.0% | 0.059% | |
7/1/2025 | Confluence Investment Management LLC | 467,115 | $10.51M | 0.1% | -0.7% | 0.698% | |
7/1/2025 | Harbor Investment Advisory LLC | 3,555 | $80K | 0.0% | +99.9% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 1,297,469 | $29.09M | 0.2% | -12.5% | 1.938% | |
5/16/2025 | Integrated Wealth Concepts LLC | 909,949 | $20.40M | 0.2% | -0.6% | 1.359% | |
5/15/2025 | Titleist Asset Management LLC | 339,809 | $7.62M | 0.9% | N/A | 0.508% | |
5/15/2025 | Baird Financial Group Inc. | 118,792 | $2.66M | 0.0% | +6.2% | 0.177% | |
5/14/2025 | Flow Traders U.S. LLC | 144,647 | $3.24M | 0.1% | N/A | 0.216% | |
5/13/2025 | Boston Family Office LLC | 194,215 | $4.35M | 0.3% | +7.7% | 0.290% | |
5/12/2025 | Scissortail Wealth Management LLC | 57,237 | $1.28M | 0.3% | N/A | 0.085% | |
5/9/2025 | Atlantic Private Wealth LLC | 57,634 | $1.29M | 1.0% | +38.5% | 0.086% | |
5/9/2025 | Cary Street Partners Financial LLC | 35,470 | $795K | 0.0% | -2.3% | 0.053% | |
5/8/2025 | Bank of Jackson Hole Trust | 3,282 | $74K | 0.0% | +73.3% | 0.005% | |
5/7/2025 | Portland Global Advisors LLC | 106,655 | $2.39M | 0.3% | +10.6% | 0.159% | |
5/7/2025 | GLOBALT Investments LLC GA | 2,946,255 | $66.06M | 2.7% | -2.0% | 4.401% | |
5/6/2025 | Old Port Advisors | 294,032 | $6.59M | 2.0% | +4.0% | 0.439% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
5/6/2025 | AllSquare Wealth Management LLC | 31,726 | $711K | 0.4% | +3.5% | 0.047% | |
5/1/2025 | Hughes Financial Services LLC | 93,513 | $2.09M | 0.4% | +5.0% | 0.140% | |
4/30/2025 | Leavell Investment Management Inc. | 115,514 | $2.59M | 0.1% | +5.8% | 0.173% | |
4/29/2025 | Strategic Blueprint LLC | 174,800 | $3.92M | 0.2% | +44.0% | 0.264% | |
4/23/2025 | Pinnacle Bancorp Inc. | 27,197 | $610K | 0.2% | +42.3% | 0.041% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,915 | $2.24M | 0.0% | +18.8% | 0.151% | |
4/22/2025 | Crews Bank & Trust | 16,825 | $377K | 0.1% | -4.5% | 0.025% | |
4/22/2025 | RFP Financial Group LLC | 26,347 | $591K | 0.2% | N/A | 0.040% | |
4/21/2025 | PSI Advisors LLC | 14,040 | $315K | 0.1% | +412.4% | 0.021% | |
4/17/2025 | Montecito Bank & Trust | 50,104 | $1.12M | 0.2% | +4.2% | 0.075% | |
4/17/2025 | Janney Montgomery Scott LLC | 235,276 | $5.28M | 0.0% | +36.9% | 0.351% | |
4/17/2025 | Rebalance LLC | 71,140 | $1.60M | 0.1% | N/A | 0.106% | |
4/10/2025 | Horizons Wealth Management | 40,248 | $902K | 0.7% | +2.6% | 0.060% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,778 | $40K | 0.0% | N/A | 0.003% | |
4/8/2025 | Parallel Advisors LLC | 108,114 | $2.42M | 0.1% | +6,524.6% | 0.161% | |
4/8/2025 | Lowe Wealth Advisors LLC | 1,300 | $29K | 0.0% | N/A | 0.002% | |
4/1/2025 | Confluence Investment Management LLC | 470,464 | $10.55M | 0.2% | -66.8% | 0.783% | |
3/14/2025 | Hara Capital LLC | 27,561 | $612K | 0.4% | +137.1% | 0.046% | |
2/18/2025 | Novem Group | 13,853 | $307K | 0.0% | N/A | 0.023% | |
2/17/2025 | Captrust Financial Advisors | 160,866 | $3.57M | 0.0% | +114.0% | 0.268% | |
2/17/2025 | Cary Street Partners Financial LLC | 36,318 | $806K | 0.0% | N/A | 0.060% | |
2/17/2025 | Baird Financial Group Inc. | 111,854 | $2.48M | 0.0% | +60.4% | 0.186% | |
2/17/2025 | Ameriprise Financial Inc. | 149,847 | $3.33M | 0.0% | +15.8% | 0.249% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 22,748 | $505K | 0.0% | -51.3% | 0.038% | |
2/14/2025 | Integrated Wealth Concepts LLC | 915,265 | $20.32M | 0.2% | +12.7% | 1.523% | |
2/13/2025 | United Capital Financial Advisors LLC | 78,541 | $1.74M | 0.0% | +93.1% | 0.131% | |
2/12/2025 | Boston Family Office LLC | 180,267 | $4.00M | 0.3% | +78.8% | 0.300% | |
2/12/2025 | Portland Global Advisors LLC | 96,425 | $2.14M | 0.3% | N/A | 0.160% | |
2/11/2025 | AllSquare Wealth Management LLC | 30,651 | $680K | 0.4% | +9.9% | 0.051% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 7,300 | $162K | 0.1% | +145.0% | 0.012% | |
2/11/2025 | Atlantic Private Wealth LLC | 41,615 | $924K | 0.7% | -2.7% | 0.069% | |
2/10/2025 | GLOBALT Investments LLC GA | 3,006,910 | $66.74M | 2.6% | -1.6% | 5.003% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 11,479 | $255K | 0.1% | N/A | 0.019% | |
2/10/2025 | Hills Bank & Trust Co | 9,900 | $220K | 0.0% | +8.6% | 0.016% | |
2/10/2025 | Hughes Financial Services LLC | 89,056 | $1.98M | 0.4% | N/A | 0.148% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,121 | $47K | 0.0% | N/A | 0.004% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,894 | $42K | 0.0% | N/A | 0.003% | |
1/29/2025 | Leavell Investment Management Inc. | 109,151 | $2.42M | 0.1% | +18.5% | 0.184% | |
1/28/2025 | Barrett & Company Inc. | 29,013 | $644K | 0.3% | +33.0% | 0.049% | |
1/24/2025 | Costello Asset Management INC | 13,914 | $309K | 0.2% | +110.1% | 0.024% | |
1/23/2025 | Crews Bank & Trust | 17,625 | $391K | 0.1% | N/A | 0.030% | |
1/23/2025 | Strategic Blueprint LLC | 121,400 | $2.70M | 0.2% | +18.4% | 0.205% | |
1/22/2025 | Heartland Bank & Trust Co | 17,655 | $392K | 0.2% | +49.1% | 0.030% | |
1/21/2025 | Montecito Bank & Trust | 48,104 | $1.07M | 0.2% | -18.0% | 0.081% | |
1/17/2025 | Janney Montgomery Scott LLC | 171,891 | $3.82M | 0.0% | +8.6% | 0.295% | |
1/14/2025 | Pinnacle Bancorp Inc. | 19,110 | $424K | 0.1% | +7.6% | 0.033% | |
1/13/2025 | PSI Advisors LLC | 2,740 | $61K | 0.0% | N/A | 0.005% | |
1/7/2025 | Horizons Wealth Management | 39,212 | $870K | 0.7% | +293.1% | 0.068% | |
1/2/2025 | Confluence Investment Management LLC | 1,417,941 | $31.47M | 0.4% | +4.6% | 3.007% | |
11/21/2024 | SkyView Investment Advisors LLC | 50,000 | $1.12M | 0.2% | -9.1% | 0.106% | |
GENIUS Act: Cancel Your Money? (Ad) They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—not the government—have been handed control of a new class of programmable money.
It’s not called a CBDC, but it acts just like one. Your spending could be tracked, limited, or even frozen—whether you opt in or not. Once this system becomes the default, escape won’t be easy. Get the free info kit with 3 ways to protect your money before control kicks in. |
11/15/2024 | Kovitz Investment Group Partners LLC | 46,756 | $1.06M | 0.0% | N/A | 0.099% | |
11/15/2024 | Integrated Wealth Concepts LLC | 811,921 | $18.38M | 0.2% | +59.7% | 1.722% | |
11/14/2024 | Captrust Financial Advisors | 75,162 | $1.70M | 0.0% | -2.8% | 0.159% | |
11/13/2024 | Boston Family Office LLC | 100,844 | $2.28M | 0.2% | +38.3% | 0.214% | |
11/7/2024 | GLOBALT Investments LLC GA | 3,054,786 | $69.15M | 2.6% | -4.0% | 6.479% | |
11/1/2024 | Leavell Investment Management Inc. | 92,108 | $2.09M | 0.1% | +90.2% | 0.196% | |
10/31/2024 | Confluence Investment Management LLC | 1,355,971 | $30.69M | 0.4% | -2.1% | 2.891% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 13,029 | $295K | 0.0% | N/A | 0.028% | |
10/29/2024 | Janney Montgomery Scott LLC | 158,284 | $3.58M | 0.0% | +1.2% | 0.338% | |
10/25/2024 | Strategic Blueprint LLC | 102,571 | $2.32M | 0.1% | +89.3% | 0.220% | |