Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
295+ 1.29% |
$6.43K - $6.63K
|
23.2K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18KNew |
$393K - $405K
|
18K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 2.22% |
$41.4K - $42.6K
|
87.2K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
21.9KNew |
$478K - $493K
|
21.9K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.13K+ 11.07% |
$90K - $92.7K
|
41.4K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
89.6K+ 581.15% |
$1.95M - $2.01M
|
105K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-360- 0.12% |
$7.85K - $8.09K
|
294K
$6.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
21.2KNew |
$463K - $477K
|
21.2K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.32MNew |
$28.7M - $29.6M
|
1.32M
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
59.8K+ 36.7% |
$1.3M - $1.34M
|
223K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.23K+ 9.99% |
$114K - $117K
|
57.5K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.39K+ 77.56% |
$95.6K - $98.6K
|
10K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 10.91% |
$6.54K - $6.74K
|
3.05K
$66.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.99% |
$1.13K - $1.17K
|
5.2K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.04K+ 33.63% |
$88.1K - $90.8K
|
16.1K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.96K+ 50.04% |
$195K - $201K
|
26.9K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.15KNew |
$46.9K - $48.3K
|
2.15K
$47.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
62.6KNew |
$1.36M - $1.41M
|
62.6K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
79.3K+ 60.71% |
$1.73M - $1.78M
|
210K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.7K+ 9.3% |
$58.8K - $60.6K
|
31.7K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
23.4K+ 3.0% |
$511K - $526K
|
804K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.6% |
$305 - $315
|
2.33K
$51.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40.9K- 15.18% |
$891K - $918K
|
228K
$5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
177K+ 40.02% |
$3.87M - $3.98M
|
620K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.5K+ 36.28% |
$54.5K - $56.2K
|
9.4K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.88K+ 3.67% |
$84.7K - $87.3K
|
110K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.5K- 26.19% |
$840K - $866K
|
109K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.8K+ 10.01% |
$453K - $467K
|
228K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
751New |
$16.4K - $16.9K
|
751
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-33.7K- 73.72% |
$736K - $758K
|
12K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$154K - $159K
|
7.06K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-12.1K- 62.77% |
$263K - $271K
|
7.15K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.91KNew |
$41.7K - $43K
|
1.91K
$41.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.01% |
$436 - $450
|
139K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
135+ 1.06% |
$2.94K - $3.03K
|
12.9K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 1.28% |
$29.8K - $30.8K
|
108K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.68% |
$1.98K - $2.05K
|
13.4K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.5KNew |
$98.2K - $101K
|
4.5K
$98.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.8K+ 19.75% |
$345K - $355K
|
95.9K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-258K- 95.43% |
$5.63M - $5.8M
|
12.4K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.3K+ 148.08% |
$922K - $950K
|
70.8K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-26.7K- 8.14% |
$582K - $600K
|
302K
$6.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.26KNew |
$71K - $73.2K
|
3.26K
$71.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18K+ 46.2% |
$393K - $405K
|
57K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$65.4 - $67.4
|
3.35K
$73.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37.9KNew |
$828K - $853K
|
37.9K
$832K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.1K+ 17.64% |
$263K - $272K
|
80.6K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 10.31% |
$306K - $315K
|
150K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
91.1K+ 182.67% |
$1.99M - $2.05M
|
141K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.21K+ 53.95% |
$114K - $117K
|
14.9K
$326K
|