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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.37MNew |
$30.6M - $30.8M
|
1.37M
$30.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85.8K+ 47.87% |
$1.91M - $1.93M
|
265K
$5.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-2.25K- 0.45% |
$50.3K - $50.6K
|
504K
$11.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.58KNew |
$214K - $215K
|
9.58K
$214K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.3KNew |
$721K - $726K
|
32.3K
$722K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.68K+ 16.99% |
$59.8K - $60.2K
|
18.5K
$413K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
85K+ 142.41% |
$1.9M - $1.91M
|
145K
$3.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
119KNew |
$2.66M - $2.68M
|
119K
$2.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
65K+ 123.01% |
$1.45M - $1.46M
|
118K
$2.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-206- 1.76% |
$4.6K - $4.63K
|
11.5K
$257K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
13.5KNew |
$301K - $303K
|
13.5K
$302K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132KNew |
$2.95M - $2.97M
|
132K
$2.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
43.5K+ 8.61% |
$970K - $977K
|
548K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
39.8KNew |
$888K - $894K
|
39.8K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.37K+ 5.85% |
$75.2K - $75.7K
|
61K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
258K+ 49.02% |
$5.76M - $5.8M
|
784K
$17.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
309+ 2.65% |
$6.9K - $6.94K
|
12K
$268K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26.8KNew |
$598K - $602K
|
26.8K
$599K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
47.4K+ 1421.65% |
$1.06M - $1.06M
|
50.7K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-133K- 55.47% |
$2.97M - $2.99M
|
107K
$2.39M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.32K+ 1.18% |
$29.3K - $29.6K
|
114K
$2.54M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.7K- 22.29% |
$1.12M - $1.14M
|
177K
$3.95M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.14K- 2.16% |
$69.7K - $70.5K
|
142K
$3.18M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-446- 9.77% |
$9.9K - $10K
|
4.12K
$92K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
34.5K+ 284.17% |
$766K - $774K
|
46.6K
$1.04M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
717+ 1.39% |
$15.9K - $16.1K
|
52.4K
$1.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
284+ 1.12% |
$6.3K - $6.37K
|
25.7K
$575K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 10.42% |
$40.2K - $40.7K
|
15.6K
$348K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19.9K- 9.73% |
$441K - $446K
|
184K
$4.12M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
80.1K+ 22.63% |
$1.78M - $1.8M
|
434K
$9.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
109K+ 4.8% |
$2.41M - $2.44M
|
2.37M
$53M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 53.73% |
$3.2M - $3.24M
|
124K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.15K+ 4.37% |
$92.1K - $93.2K
|
99.1K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
824+ 1.18% |
$18.3K - $18.5K
|
70.6K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.35K- 2.23% |
$52K - $52.6K
|
103K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116KNew |
$2.57M - $2.59M
|
116K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
154K+ 70.69% |
$3.41M - $3.45M
|
371K
$8.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37.3KNew |
$828K - $837K
|
37.3K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 23.34% |
$282K - $286K
|
67.3K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
10.4K+ 5.24% |
$231K - $233K
|
209K
$4.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.5K+ 12.57% |
$765K - $773K
|
309K
$6.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97.6K+ 28.68% |
$2.16M - $2.19M
|
438K
$9.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.8K+ 28.63% |
$1.17M - $1.18M
|
237K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.3K+ 1.32% |
$960K - $971K
|
3.32M
$74.3M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
4.23K+ 34.49% |
$93.9K - $94.9K
|
16.5K
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
381K+ 56.18% |
$8.44M - $8.54M
|
1.06M
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.73K+ 17.28% |
$60.6K - $61.3K
|
18.6K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-943K- 74.47% |
$20.9M - $21.2M
|
323K
$7.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
149K+ 10.98% |
$3.31M - $3.35M
|
1.51M
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
17+ 5.88% |
$377 - $381
|
306
$6.84K
|
|