Latest Institutional Transactions on Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBTF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
345KNew |
$8.01M - $8.05M
|
345K
$8.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.87KNew |
$206K - $207K
|
8.87K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 0.12% |
$279 - $280
|
10.1K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-632- 4.49% |
$14.7K - $14.8K
|
13.4K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
37.4K+ 10.12% |
$869K - $874K
|
407K
$9.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
121KNew |
$2.81M - $2.82M
|
121K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.51% |
$93 - $93.5
|
269
$6.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66.1K+ 17.7% |
$1.54M - $1.55M
|
440K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
713New |
$16.6K - $16.7K
|
713
$16.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.73K- 18.04% |
$110K - $110K
|
21.5K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.2KNew |
$540K - $543K
|
23.2K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 39.97% |
$235K - $236K
|
35.4K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.57K+ 39.9% |
$199K - $200K
|
30K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.6K+ 53.39% |
$595K - $598K
|
73.5K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
192K+ 707.96% |
$4.46M - $4.48M
|
219K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.39K- 8.98% |
$102K - $103K
|
44.5K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.9K+ 37.39% |
$299K - $301K
|
47.3K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
153+ 1.46% |
$3.56K - $3.58K
|
10.7K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15.3K- 10.55% |
$356K - $358K
|
130K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
109K+ 27.73% |
$2.54M - $2.55M
|
503K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
12K+ 5.72% |
$280K - $282K
|
223K
$5.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.58K+ 0.53% |
$36.7K - $36.9K
|
297K
$6.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.46K+ 14.99% |
$80.5K - $80.9K
|
26.6K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6.79K- 5.81% |
$158K - $159K
|
110K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18- 0.13% |
$419 - $421
|
13.5K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.57K+ 63.44% |
$199K - $200K
|
22.1K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
22.8KNew |
$530K - $533K
|
22.8K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.5K+ 14.27% |
$685K - $689K
|
236K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
45+ 6.46% |
$1.05K - $1.05K
|
742
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.75K+ 33.98% |
$110K - $111K
|
18.7K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-9.93K- 17.92% |
$231K - $232K
|
45.5K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
71.3KNew |
$1.66M - $1.67M
|
71.3K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.7KNew |
$226K - $227K
|
9.7K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2KNew |
$307K - $308K
|
13.2K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-457- 2.78% |
$10.6K - $10.7K
|
16K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
39.5K+ 102.54% |
$918K - $923K
|
78K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
66.1K+ 31.12% |
$1.54M - $1.55M
|
279K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
139K+ 28.53% |
$3.22M - $3.24M
|
624K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.16K+ 10.65% |
$120K - $121K
|
53.6K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
36.9K+ 142.22% |
$858K - $863K
|
62.9K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
69.7K+ 29.46% |
$1.62M - $1.63M
|
306K
$7.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.52K- 17.99% |
$128K - $129K
|
25.2K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
19.1K+ 2.9% |
$445K - $447K
|
680K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 8.54% |
$23.3K - $23.4K
|
10.7K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
219+ 1.46% |
$5.09K - $5.12K
|
15.2K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
98.4K+ 10.54% |
$2.29M - $2.3M
|
1.03M
$24.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.43K+ 9.65% |
$33.3K - $33.5K
|
16.3K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
114K+ 20.35% |
$2.65M - $2.67M
|
675K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.52K+ 3.88% |
$175K - $176K
|
202K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
407K+ 17.01% |
$9.46M - $9.51M
|
2.8M
$65.4M
|