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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$282K - $284K
|
12.2K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.5K+ 11.43% |
$57.9K - $58.4K
|
24.4K
$568K
|
|
|
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 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
$3.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-13.5K- 52.92% |
$312K - $315K
|
12K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27.6KNew |
$640K - $646K
|
27.6K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.85KNew |
$66K - $66.6K
|
2.85K
$66.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.2K+ 100.36% |
$305K - $308K
|
26.3K
$614K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.29K+ 11.13% |
$29.8K - $30K
|
12.8K
$299K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
347KNew |
$7.97M - $8.08M
|
347K
$8.09M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.8K- 24.1% |
$64.3K - $65.2K
|
8.82K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.48K- 67.6% |
$57K - $57.8K
|
1.19K
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
318New |
$7.3K - $7.4K
|
318
$7.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.7KNew |
$453K - $459K
|
19.7K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$253K - $256K
|
11K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
47.2K+ 8.61% |
$1.08M - $1.1M
|
595K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.4KNew |
$170K - $172K
|
7.4K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.83KNew |
$42K - $42.6K
|
1.83K
$42.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
26.4KNew |
$606K - $614K
|
26.4K
$615K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
40.8KNew |
$937K - $950K
|
40.8K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
21.5KNew |
$493K - $500K
|
21.5K
$501K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
575New |
$13.2K - $13.4K
|
575
$13.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10.3KNew |
$237K - $240K
|
10.3K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.33K+ 65.56% |
$122K - $124K
|
13.4K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-335- 9.42% |
$7.69K - $7.8K
|
3.22K
$75.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
856New |
$19.7K - $19.9K
|
856
$20K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
87.5K+ 543.26% |
$2.01M - $2.04M
|
104K
$2.42M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
456K+ 20.83% |
$10.5M - $10.6M
|
2.65M
$61.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
73.2KNew |
$1.68M - $1.7M
|
73.2K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 8.13% |
$27.4K - $27.6K
|
13.4K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$206K - $208K
|
8.97K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.96KNew |
$45K - $45.4K
|
1.96K
$45.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.4KNew |
$78.2K - $78.9K
|
3.4K
$79.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-194- 9.35% |
$4.46K - $4.5K
|
1.88K
$43.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
202New |
$4.65K - $4.69K
|
202
$4.71K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
420New |
$9.66K - $9.74K
|
420
$9.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
518+ 60.37% |
$11.9K - $12K
|
1.38K
$32.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
35.7KNew |
$821K - $827K
|
35.7K
$832K
|
|
| Q2 2023 | |||||||
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.3K- 7.07% |
$30.1K - $30.7K
|
17.1K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
213+ 6.96% |
$4.93K - $5.03K
|
3.27K
$76.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 70.69% |
$948 - $968
|
99
$2.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-226K- 57.27% |
$5.22M - $5.33M
|
168K
$3.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.83K+ 11.24% |
$42.4K - $43.2K
|
18.1K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.84MNew |
$42.5M - $43.3M
|
1.84M
$42.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
255+ 1.63% |
$5.9K - $6.02K
|
15.9K
$371K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
615+ 3.93% |
$14.2K - $14.5K
|
16.3K
$379K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
20.6KNew |
$476K - $485K
|
20.6K
$480K
|
|