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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
132KNew |
$2.91M - $2.96M
|
132K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-41- 1.33% |
$906 - $920
|
3.05K
$68.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 21.09% |
$24.9K - $25.3K
|
4.22K
$94.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.21K- 0.5% |
$48.8K - $49.6K
|
436K
$9.76M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
34.1KNew |
$743K - $759K
|
34.1K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
88.1KNew |
$1.92M - $1.96M
|
88.1K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
262+ 110.08% |
$5.7K - $5.83K
|
500
$11.2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
36New |
$784 - $801
|
36
$805
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.5KNew |
$251K - $256K
|
11.5K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
175+ 1.42% |
$3.81K - $3.89K
|
12.5K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 32.89% |
$54.4K - $55.6K
|
5.1K
$114K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$43.2K - $44.2K
|
1.99K
$44.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.37K+ 9.66% |
$29.7K - $30.4K
|
15.5K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-278- 48.26% |
$6.05K - $6.19K
|
298
$6.66K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
18+ 0.18% |
$392 - $401
|
9.91K
$221K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
121KNew |
$2.64M - $2.72M
|
121K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-218K- 26.95% |
$4.76M - $4.91M
|
591K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.6KNew |
$209K - $216K
|
9.6K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.75KNew |
$59.9K - $61.7K
|
2.75K
$61.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.99% |
$1.13K - $1.17K
|
5.2K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.15KNew |
$46.9K - $48.3K
|
2.15K
$48.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 10.91% |
$6.54K - $6.74K
|
3.05K
$68.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
751New |
$16.4K - $16.9K
|
751
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.5KNew |
$98.2K - $101K
|
4.5K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.26KNew |
$71K - $73.2K
|
3.26K
$72.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83KNew |
$39.8K - $41K
|
1.83K
$40.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4K+ 36.12% |
$87.3K - $89.9K
|
15.1K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.9KNew |
$41.4K - $42.7K
|
1.9K
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3- 0.31% |
$65.4 - $67.4
|
950
$21.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 25.25% |
$62.9K - $65.5K
|
14.4K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-76.4K- 68.7% |
$1.66M - $1.73M
|
34.8K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 22.62% |
$64.1K - $66.8K
|
16K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.9K+ 135.64% |
$541K - $563K
|
43.3K
$968K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$283K - $295K
|
13.1K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189New |
$4.1K - $4.27K
|
189
$4.22K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.1K+ 6.7% |
$1.3M - $1.36M
|
957K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22K+ 12.04% |
$478K - $498K
|
205K
$4.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.19KNew |
$199K - $208K
|
9.19K
$205K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-470- 35.74% |
$10.1K - $10.3K
|
845
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-20.6K- 97.83% |
$442K - $450K
|
456
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79New |
$1.7K - $1.73K
|
79
$1.77K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15K- 49.22% |
$322K - $328K
|
15.5K
$345K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
150+ 1.39% |
$3.23K - $3.28K
|
11K
$245K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$327 - $334
|
15
$335
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 133.12% |
$297K - $303K
|
23.8K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
558K+ 123.68% |
$12.2M - $12.4M
|
1.01M
$22.6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.37K - $1.4K
|
63
$1.41K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.2KNew |
$572K - $585K
|
26.2K
$587K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-251K- 34.63% |
$5.34M - $5.59M
|
474K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.1KNew |
$214K - $224K
|
10.1K
$225K
|
|