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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.23K- 69.37% |
$74.7K - $75.6K
|
1.43K
$33.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-131- 0.65% |
$3.03K - $3.07K
|
20K
$467K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 9.27% |
$250K - $253K
|
106K
$2.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.4K+ 1.77% |
$217K - $220K
|
541K
$12.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.63K+ 16.57% |
$37.6K - $38.1K
|
11.4K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.26K- 22.27% |
$98.6K - $99.8K
|
14.9K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
159K+ 151.58% |
$3.68M - $3.73M
|
264K
$6.18M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
590New |
$13.6K - $13.7K
|
590
$13.8K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.15KNew |
$26.4K - $26.6K
|
1.15K
$26.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22KNew |
$509K - $511K
|
22K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66K+ 399.18% |
$1.53M - $1.53M
|
82.6K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15KNew |
$26.6K - $26.8K
|
1.15K
$27K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.06K+ 71.75% |
$47.6K - $47.8K
|
4.93K
$115K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 0.21% |
$1.46K - $1.46K
|
30.7K
$717K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
78+ 2.58% |
$1.8K - $1.81K
|
3.1K
$72.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10KNew |
$231K - $232K
|
10K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-122K- 73.2% |
$2.81M - $2.82M
|
44.5K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.46K+ 9.41% |
$33.8K - $34K
|
17K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
34.6K+ 73.89% |
$800K - $804K
|
81.5K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.6KNew |
$291K - $292K
|
12.6K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.8KNew |
$249K - $250K
|
10.8K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
23New |
$531 - $534
|
23
$538
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
32.4KNew |
$747K - $751K
|
32.4K
$756K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.4K+ 19.37% |
$633K - $636K
|
169K
$3.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.46M - $1.46M
|
63K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
285New |
$6.58K - $6.62K
|
285
$6.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$231K - $232K
|
10K
$234K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$24.9K - $25.1K
|
1.08K
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
134New |
$3.1K - $3.13K
|
134
$3.13K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.36K- 12.76% |
$147K - $149K
|
43.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 35.35% |
$289K - $291K
|
47.7K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.02K+ 24.2% |
$162K - $164K
|
36K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.55K+ 4.14% |
$198K - $200K
|
215K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-45- 0.1% |
$1.04K - $1.05K
|
44.8K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.8K+ 4.09% |
$643K - $649K
|
706K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$282K - $284K
|
12.2K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53New |
$1.23K - $1.24K
|
53
$1.24K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.5K+ 11.43% |
$57.9K - $58.4K
|
24.4K
$570K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
862+ 8.71% |
$20K - $20.1K
|
10.8K
$251K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.21K- 22.84% |
$74.3K - $75K
|
10.8K
$253K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
157New |
$3.64K - $3.67K
|
157
$3.67K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-46.8K- 45.13% |
$1.08M - $1.09M
|
56.9K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
976+ 0.67% |
$22.6K - $22.8K
|
147K
$3.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-13.5K- 52.92% |
$312K - $315K
|
12K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27.6KNew |
$640K - $646K
|
27.6K
$646K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.85KNew |
$66K - $66.6K
|
2.85K
$66.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.2K+ 100.36% |
$305K - $308K
|
26.3K
$615K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.29K+ 11.13% |
$29.8K - $30K
|
12.8K
$300K
|
|