Latest Institutional Purchases of Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBTF) 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
540K+ 3544.78% |
$12.6M - $12.6M
|
556K
$13M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.5K+ 7.99% |
$570K - $572K
|
331K
$7.72M
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
20.3KNew |
$473K - $475K
|
20.3K
$474K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.4K+ 3.26% |
$382K - $384K
|
519K
$12.1M
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
14.6K+ 23.25% |
$340K - $342K
|
77.5K
$1.81M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7KNew |
$250K - $251K
|
10.7K
$251K
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.57KNew |
$200K - $200K
|
8.57K
$200K
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.23K+ 7.89% |
$98.5K - $98.9K
|
57.8K
$1.35M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.87K+ 0.43% |
$66.9K - $67.1K
|
664K
$15.5M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.67K+ 0.39% |
$62.1K - $62.4K
|
683K
$15.9M
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.31K+ 10.46% |
$53.8K - $54K
|
24.4K
$569K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.72K+ 17.67% |
$39.9K - $40.1K
|
11.4K
$267K
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
700+ 0.32% |
$16.3K - $16.4K
|
220K
$5.12M
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
467+ 2.69% |
$10.9K - $10.9K
|
17.8K
$416K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
357+ 3.54% |
$8.31K - $8.35K
|
10.5K
$244K
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
295+ 2.43% |
$6.87K - $6.9K
|
12.4K
$290K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
252+ 0.23% |
$5.87K - $5.89K
|
110K
$2.58M
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.29% |
$1.98K - $1.99K
|
29.6K
$690K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
63+ 0.69% |
$1.47K - $1.47K
|
9.24K
$216K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.63% |
$93.2 - $93.5
|
636
$14.8K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.33M+ 6418.24% |
$194M - $195M
|
8.46M
$198M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.02MNew |
$46.9M - $47.1M
|
2.02M
$47.1M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22M+ 94.47% |
$28.3M - $28.4M
|
2.5M
$58.5M
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
761KNew |
$17.7M - $17.8M
|
761K
$17.8M
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
740KNew |
$17.2M - $17.3M
|
740K
$17.3M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
533K+ 453.74% |
$12.4M - $12.5M
|
650K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
465K+ 91197.06% |
$10.8M - $10.9M
|
466K
$10.9M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
455K+ 24.26% |
$10.6M - $10.6M
|
2.33M
$54.4M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
352KNew |
$8.19M - $8.23M
|
352K
$8.22M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
307K+ 74.56% |
$7.14M - $7.17M
|
719K
$16.8M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
304KNew |
$7.06M - $7.1M
|
304K
$7.09M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
302K+ 457.98% |
$7.03M - $7.07M
|
368K
$8.6M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
298KNew |
$6.92M - $6.96M
|
298K
$6.95M
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
294KNew |
$6.84M - $6.87M
|
294K
$6.87M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
292K+ 7.58% |
$6.78M - $6.82M
|
4.14M
$96.6M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
269K+ 971.61% |
$6.26M - $6.29M
|
297K
$6.93M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
251K+ 26.14% |
$5.85M - $5.88M
|
1.21M
$28.3M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
219KNew |
$5.09M - $5.11M
|
219K
$5.11M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
194K+ 5.51% |
$4.51M - $4.53M
|
3.71M
$86.6M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
180K+ 1233.25% |
$4.17M - $4.2M
|
194K
$4.53M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
174K+ 88.82% |
$4.05M - $4.07M
|
370K
$8.64M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
152KNew |
$3.54M - $3.56M
|
152K
$3.56M
|
|
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 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
148K+ 13.44% |
$3.45M - $3.47M
|
1.25M
$29.2M
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
144K+ 9.22% |
$3.36M - $3.38M
|
1.71M
$39.9M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
139K+ 28.53% |
$3.22M - $3.24M
|
624K
$14.6M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
137K+ 19.0% |
$3.19M - $3.21M
|
860K
$20.1M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
130K+ 25.88% |
$3.03M - $3.04M
|
634K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 28.64% |
$3.02M - $3.03M
|
583K
$13.6M
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
125K+ 48.53% |
$2.91M - $2.92M
|
383K
$8.93M
|