Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.37MNew |
$30.6M - $30.8M
|
1.37M
$30.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
258K+ 49.02% |
$5.76M - $5.8M
|
784K
$17.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
238KNew |
$5.31M - $5.35M
|
238K
$5.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132KNew |
$2.95M - $2.97M
|
132K
$2.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
119KNew |
$2.66M - $2.68M
|
119K
$2.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
101K+ 9.63% |
$2.26M - $2.28M
|
1.15M
$25.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85.8K+ 47.87% |
$1.91M - $1.93M
|
265K
$5.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
85K+ 142.41% |
$1.9M - $1.91M
|
145K
$3.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
83.1K+ 664.89% |
$1.85M - $1.87M
|
95.6K
$2.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
65K+ 123.01% |
$1.45M - $1.46M
|
118K
$2.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
57.5K+ 51.53% |
$1.28M - $1.29M
|
169K
$3.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
52.8K+ 8.1% |
$1.18M - $1.19M
|
704K
$15.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
47.4K+ 1421.65% |
$1.06M - $1.06M
|
50.7K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.1K+ 413.42% |
$1.05M - $1.06M
|
58.5K
$1.31M
|
|
|
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 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.3KNew |
$721K - $726K
|
32.3K
$722K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
28.2KNew |
$629K - $633K
|
28.2K
$630K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26.8KNew |
$598K - $602K
|
26.8K
$599K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.3K+ 1.48% |
$319K - $321K
|
977K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
13.5KNew |
$301K - $303K
|
13.5K
$302K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$282K - $284K
|
12.6K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$249K - $251K
|
11.2K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
9.73KNew |
$217K - $219K
|
9.73K
$218K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.58KNew |
$214K - $215K
|
9.58K
$214K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.72K+ 31.61% |
$150K - $151K
|
28K
$625K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.37K+ 26.76% |
$75.3K - $75.8K
|
16K
$357K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.37K+ 5.85% |
$75.2K - $75.7K
|
61K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.68K+ 16.99% |
$59.8K - $60.2K
|
18.5K
$413K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.28K+ 1.24% |
$28.5K - $28.7K
|
104K
$2.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.03KNew |
$22.9K - $23K
|
1.03K
$22.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
383+ 1.26% |
$8.55K - $8.61K
|
30.7K
$687K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
337+ 1.56% |
$7.52K - $7.57K
|
22K
$491K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
309+ 2.05% |
$6.9K - $6.94K
|
15.4K
$344K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
309+ 2.65% |
$6.9K - $6.94K
|
12K
$268K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
147+ 0.42% |
$3.28K - $3.3K
|
35K
$782K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
26+ 0.85% |
$580 - $584
|
3.08K
$68.7K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
381K+ 56.18% |
$8.44M - $8.54M
|
1.06M
$23.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
348K+ 226.12% |
$7.72M - $7.8M
|
501K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
311K+ 63.87% |
$6.9M - $6.98M
|
798K
$17.8M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
149K+ 10.98% |
$3.31M - $3.35M
|
1.51M
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116KNew |
$2.57M - $2.59M
|
116K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
112K+ 90.73% |
$2.49M - $2.52M
|
236K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
109K+ 4.8% |
$2.41M - $2.44M
|
2.37M
$53M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98.4K+ 158.86% |
$2.18M - $2.21M
|
160K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97.6K+ 28.68% |
$2.16M - $2.19M
|
438K
$9.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
93K+ 24.21% |
$2.06M - $2.09M
|
477K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.3K+ 225.76% |
$2.05M - $2.07M
|
133K
$2.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.3K+ 11.38% |
$2.03M - $2.05M
|
894K
$20M
|
|