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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$247K - $251K
|
11.2K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
10.8K+ 13.4% |
$238K - $241K
|
91K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$230K - $234K
|
10.4K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.73K+ 33.88% |
$82.3K - $83.6K
|
14.7K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.18K+ 4.08% |
$48.2K - $49K
|
55.6K
$1.24M
|
|
|
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 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
74+ 0.32% |
$1.63K - $1.66K
|
22.9K
$512K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
28+ 0.29% |
$619 - $628
|
9.56K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 5.0% |
$22.1 - $22.4
|
21
$469
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
88.1KNew |
$1.92M - $1.96M
|
88.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
34.1KNew |
$743K - $759K
|
34.1K
$763K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.5KNew |
$251K - $256K
|
11.5K
$257K
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
262+ 110.08% |
$5.7K - $5.83K
|
500
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
175+ 1.42% |
$3.81K - $3.89K
|
12.5K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
36New |
$784 - $801
|
36
$805
|
|
|
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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.6KNew |
$209K - $216K
|
9.6K
$215K
|
|
|
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
|
|
|
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
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.15KNew |
$46.9K - $48.3K
|
2.15K
$48.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.9KNew |
$41.4K - $42.7K
|
1.9K
$42.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83KNew |
$39.8K - $41K
|
1.83K
$40.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
751New |
$16.4K - $16.9K
|
751
$16.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 10.91% |
$6.54K - $6.74K
|
3.05K
$68.2K
|
|
| Q3 2024 | |||||||
|
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 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.9K+ 135.64% |
$541K - $563K
|
43.3K
$968K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22K+ 12.04% |
$478K - $498K
|
205K
$4.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$283K - $295K
|
13.1K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.19KNew |
$199K - $208K
|
9.19K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 22.62% |
$64.1K - $66.8K
|
16K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 25.25% |
$62.9K - $65.5K
|
14.4K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189New |
$4.1K - $4.27K
|
189
$4.22K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
150+ 1.39% |
$3.23K - $3.28K
|
11K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79New |
$1.7K - $1.73K
|
79
$1.77K
|
|
| Q1 2024 | |||||||
|
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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.2KNew |
$572K - $585K
|
26.2K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 133.12% |
$297K - $303K
|
23.8K
$533K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.37K - $1.4K
|
63
$1.41K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$327 - $334
|
15
$335
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$243K - $254K
|
11.4K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.1KNew |
$214K - $224K
|
10.1K
$225K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.83KNew |
$209K - $219K
|
9.83K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
603New |
$12.8K - $13.4K
|
603
$13.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.08KNew |
$44.6K - $46.1K
|
2.08K
$46.5K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
81+ 0.88% |
$1.78K - $1.84K
|
9.24K
$206K
|
|