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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22K+ 57.18% |
$430K - $439K
|
60.4K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.3K- 9.98% |
$261K - $266K
|
120K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-125- 0.13% |
$2.45K - $2.5K
|
94.4K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96.6K+ 12.95% |
$1.89M - $1.93M
|
842K
$16.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06K+ 4.42% |
$20.6K - $21.1K
|
24.9K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
800+ 66.67% |
$15.7K - $16K
|
2K
$39.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
911New |
$17.8K - $18.2K
|
911
$18.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.5K+ 49.33% |
$382K - $390K
|
59.2K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
139+ 0.67% |
$2.72K - $2.78K
|
21K
$416K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
109+ 0.97% |
$2.13K - $2.18K
|
11.4K
$226K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9.39K+ 4.5% |
$184K - $188K
|
218K
$4.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 116.17% |
$399K - $408K
|
38K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-8.12K- 8.19% |
$159K - $162K
|
91K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26K+ 27.2% |
$508K - $518K
|
121K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51.5K+ 62.68% |
$1.01M - $1.03M
|
134K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.94% |
$157 - $160
|
856
$17K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
27.4K+ 7.11% |
$537K - $548K
|
413K
$8.2M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25K+ 2.75% |
$24.5K - $25K
|
46.7K
$927K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-4.85K- 4.78% |
$94.8K - $96.8K
|
96.4K
$1.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
69.4K+ 16.94% |
$1.36M - $1.39M
|
479K
$9.5M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
258K+ 79.32% |
$5.01M - $5.13M
|
583K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.5K+ 200.15% |
$1.12M - $1.14M
|
86.3K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 0.69% |
$2.95K - $3.02K
|
22.3K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.12K+ 13.42% |
$99.6K - $102K
|
43.3K
$859K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
56.2K+ 5341.03% |
$1.09M - $1.12M
|
57.3K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
47.5KNew |
$924K - $945K
|
47.5K
$943K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8New |
$156 - $159
|
8
$159
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.96% |
$97.2 - $99.4
|
524
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 14.12% |
$11.9K - $12.2K
|
4.96K
$98.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.45K- 12.48% |
$28.2K - $28.8K
|
10.2K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 61.54% |
$24.9K - $25.4K
|
3.36K
$66.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.25K+ 3.2% |
$24.3K - $24.9K
|
40.3K
$800K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
359+ 2.26% |
$6.98K - $7.14K
|
16.2K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
636+ 4.27% |
$12.4K - $12.6K
|
15.5K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-53- 5.88% |
$1.03K - $1.05K
|
849
$16.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 19.5% |
$23.3K - $23.8K
|
4.94K
$98K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.7K- 51.61% |
$469K - $485K
|
23.1K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.55K+ 44.68% |
$86.5K - $89.5K
|
14.7K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
18.7KNew |
$356K - $368K
|
18.7K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.08KNew |
$154K - $159K
|
8.08K
$160K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.9KNew |
$303K - $313K
|
15.9K
$316K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.1KNew |
$248K - $257K
|
13.1K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$262K - $272K
|
13.8K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.73K+ 52.3% |
$51.8K - $53.6K
|
7.94K
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 21.51% |
$47.5K - $49.2K
|
9.13K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8.09K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
2.08KNew |
$39.7K - $41.6K
|
2.08K
$41.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
16New |
$306 - $321
|
16
$317
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 73.87% |
$35.2K - $36.9K
|
651
$12.9K
|
|