Latest Institutional Transactions on Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2030 Ter (IBTK) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.8K+ 41.58% |
$1.22M - $1.28M
|
217K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.3K+ 91.87% |
$408K - $428K
|
44.6K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 11.26% |
$220K - $231K
|
114K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.66K+ 10.67% |
$146K - $154K
|
79.4K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
14.2KNew |
$271K - $284K
|
14.2K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.11K+ 8.31% |
$59.4K - $62.3K
|
40.5K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28KNew |
$24.4K - $25.6K
|
1.28K
$25.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.5KNew |
$219K - $230K
|
11.5K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 10.39% |
$65K - $68.2K
|
29.3K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 23.7% |
$501K - $526K
|
137K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 73.87% |
$35.2K - $36.9K
|
651
$12.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
506KNew |
$9.66M - $10.1M
|
506K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
938New |
$17.9K - $18.8K
|
938
$18.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.3% |
$535 - $561
|
2.18K
$42.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.56K+ 33.73% |
$87.1K - $91.3K
|
18.1K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
772+ 0.91% |
$14.8K - $15.5K
|
85.4K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.45KNew |
$46.7K - $49K
|
2.45K
$48K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15.3KNew |
$292K - $306K
|
15.3K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.12% |
$210 - $220
|
9.09K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 1.72% |
$39.9K - $41.8K
|
119K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.62% |
$287 - $301
|
2.43K
$47.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
598+ 0.72% |
$11.4K - $12K
|
83.9K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.16KNew |
$41.3K - $43.3K
|
2.16K
$42.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$152K - $159K
|
7.96K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
852New |
$16.3K - $17.1K
|
852
$16.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29.7K+ 12.26% |
$567K - $595K
|
272K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
41.5KNew |
$794K - $833K
|
41.5K
$816K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1KNew |
$20.9K - $21.9K
|
1.1K
$21.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 1.23% |
$28.6K - $30K
|
123K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.7KNew |
$339K - $355K
|
17.7K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.43K+ 67.29% |
$27.4K - $28.7K
|
3.56K
$69.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.2KNew |
$232K - $244K
|
12.2K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
32.9KNew |
$629K - $660K
|
32.9K
$646K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21.2K+ 13.55% |
$405K - $425K
|
178K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.59K+ 2.44% |
$49.5K - $51.9K
|
109K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.2K+ 14.61% |
$367K - $385K
|
151K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.5K+ 6.84% |
$47.8K - $50.1K
|
39.1K
$767K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.2KNew |
$22.9K - $24K
|
1.2K
$23.6K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
275+ 43.86% |
$5.26K - $5.51K
|
902
$17.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 2.17% |
$48.9K - $51.2K
|
121K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
59.2K+ 5.81% |
$1.13M - $1.19M
|
1.08M
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.79K- 9.55% |
$149K - $156K
|
73.7K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
15.9K+ 4.87% |
$303K - $318K
|
342K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 37.05% |
$377K - $395K
|
72.9K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 24.65% |
$66.9K - $70.2K
|
17.7K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.99K- 25.62% |
$114K - $120K
|
17.4K
$341K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.06K- 7.39% |
$20.2K - $21.3K
|
13.3K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.21K- 32.01% |
$42.3K - $44.7K
|
4.7K
$92.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.3K+ 78.7% |
$502K - $530K
|
59.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.61K - $1.7K
|
84
$1.65K
|
|