Latest Institutional Transactions on Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.88K- 3.1% |
$43.7K - $43.9K
|
58.8K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
465K+ 91197.06% |
$10.8M - $10.9M
|
466K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.4K- 24.84% |
$1.52M - $1.53M
|
198K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21K+ 3.27% |
$489K - $492K
|
664K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4K+ 2.84% |
$93K - $93.5K
|
145K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.49K+ 2.67% |
$34.6K - $34.8K
|
57.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
17.3KNew |
$402K - $404K
|
17.3K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
43.3K+ 35.92% |
$1.01M - $1.01M
|
164K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
51.1K+ 127.03% |
$1.19M - $1.19M
|
91.4K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150K+ 10.75% |
$3.5M - $3.51M
|
1.55M
$36.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
26.6KNew |
$618K - $621K
|
26.6K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-102K- 89.99% |
$2.37M - $2.38M
|
11.3K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-28- 77.78% |
$651 - $654
|
8
$187
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12.4K+ 16.04% |
$289K - $290K
|
89.8K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.18K+ 0.33% |
$50.7K - $50.9K
|
662K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
104KNew |
$2.43M - $2.44M
|
104K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
52.4KNew |
$1.22M - $1.23M
|
52.4K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 342.17% |
$251K - $252K
|
14K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.8K+ 60.6% |
$1.09M - $1.09M
|
124K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.85KNew |
$136K - $137K
|
5.85K
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.9K+ 5.84% |
$207K - $208K
|
161K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-174K- 24.18% |
$4.05M - $4.07M
|
546K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.9K- 3.41% |
$2.28M - $2.29M
|
2.78M
$64.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.17% |
$674 - $678
|
16.7K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.9KNew |
$347K - $349K
|
14.9K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
219KNew |
$5.09M - $5.11M
|
219K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-522- 1.58% |
$12.1K - $12.2K
|
32.5K
$758K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 19.15% |
$209 - $210
|
56
$1.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
125K+ 48.53% |
$2.91M - $2.92M
|
383K
$8.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.6KNew |
$37.2K - $37.4K
|
1.6K
$37.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
89+ 0.8% |
$2.07K - $2.08K
|
11.3K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
180K+ 1233.25% |
$4.17M - $4.2M
|
194K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.4K+ 7.79% |
$1.31M - $1.32M
|
781K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
455K+ 24.26% |
$10.6M - $10.6M
|
2.33M
$54.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
53.8K+ 356.76% |
$1.25M - $1.26M
|
68.9K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10KNew |
$233K - $234K
|
10K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
144K+ 9.22% |
$3.36M - $3.38M
|
1.71M
$39.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.2K- 2.78% |
$237K - $239K
|
357K
$8.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
50.6K+ 2.39% |
$1.18M - $1.18M
|
2.17M
$50.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.03K+ 1.47% |
$23.9K - $24.1K
|
71.1K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
174K+ 88.82% |
$4.05M - $4.07M
|
370K
$8.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
33.6KNew |
$781K - $785K
|
33.6K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
51.6K+ 51.05% |
$1.2M - $1.21M
|
153K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 11.16% |
$860K - $865K
|
369K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.36K- 5.2% |
$101K - $102K
|
79.5K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
635New |
$14.8K - $14.8K
|
635
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
807+ 1.35% |
$18.8K - $18.9K
|
60.7K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
220+ 0.97% |
$5.12K - $5.14K
|
22.9K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89.4KNew |
$2.08M - $2.09M
|
89.4K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 2.63% |
$321K - $323K
|
539K
$12.6M
|