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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.57K- 5.84% |
$34.8K - $35.2K
|
25.3K
$565K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.78KNew |
$217K - $219K
|
9.78K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17.1K- 19.22% |
$379K - $384K
|
71.9K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 5.08% |
$673K - $681K
|
567K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.7K+ 6.77% |
$392K - $396K
|
278K
$6.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
25.6K+ 10.5% |
$569K - $575K
|
270K
$6.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
513+ 1.34% |
$11.4K - $11.5K
|
38.8K
$867K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
714+ 5.53% |
$15.8K - $16K
|
13.6K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
882+ 4.19% |
$19.6K - $19.8K
|
21.9K
$490K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.75K+ 11.88% |
$38.8K - $39.3K
|
16.5K
$368K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 8.18% |
$25.9K - $26.2K
|
15.4K
$345K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
18.3KNew |
$406K - $410K
|
18.3K
$409K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 18.31% |
$610K - $617K
|
178K
$3.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98.4K+ 158.86% |
$2.18M - $2.21M
|
160K
$3.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
706+ 6.46% |
$15.7K - $15.8K
|
11.6K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
10.8KNew |
$240K - $243K
|
10.8K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.65K- 13.94% |
$125K - $127K
|
34.9K
$779K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
21.1K+ 23.34% |
$468K - $474K
|
112K
$2.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.64K+ 4.95% |
$192K - $194K
|
183K
$4.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.26K- 0.47% |
$94.6K - $95.7K
|
903K
$20.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
14.7K+ 1.75% |
$327K - $330K
|
856K
$19.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18.9K+ 43.43% |
$420K - $425K
|
62.5K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
73.4K+ 35.68% |
$1.63M - $1.65M
|
279K
$6.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30.3KNew |
$673K - $681K
|
30.3K
$678K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.2K+ 7.42% |
$560K - $566K
|
365K
$8.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.5K+ 166.67% |
$77.7K - $78.5K
|
5.6K
$125K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
51.3K+ 6.68% |
$1.14M - $1.15M
|
819K
$18.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
89+ 0.54% |
$1.97K - $2K
|
16.6K
$370K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.09K+ 22.45% |
$46.3K - $46.9K
|
11.4K
$254K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.8K- 6.41% |
$703K - $715K
|
465K
$10.4M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.38K- 7.09% |
$30.6K - $31.1K
|
18.1K
$406K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-104- 0.92% |
$2.3K - $2.33K
|
11.2K
$249K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15.8K- 20.0% |
$350K - $356K
|
63.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.9K- 62.66% |
$1.5M - $1.52M
|
40.5K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
134+ 4.36% |
$2.96K - $3.01K
|
3.21K
$71.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40KNew |
$884K - $898K
|
40K
$894K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60.7K+ 8.81% |
$1.34M - $1.36M
|
750K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
10.8K+ 13.4% |
$238K - $241K
|
91K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31K+ 2136.0% |
$684K - $695K
|
32.4K
$725K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
41.6K+ 19.79% |
$918K - $933K
|
252K
$5.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.18K+ 4.08% |
$48.2K - $49K
|
55.6K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
28+ 0.29% |
$619 - $628
|
9.56K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
74+ 0.32% |
$1.63K - $1.66K
|
22.9K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.06K- 81.33% |
$112K - $114K
|
1.16K
$26K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 5.0% |
$22.1 - $22.4
|
21
$469
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.73K+ 33.88% |
$82.3K - $83.6K
|
14.7K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$247K - $251K
|
11.2K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$230K - $234K
|
10.4K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-78- 4.28% |
$1.72K - $1.75K
|
1.75K
$39K
|
|