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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.28M- 91.13% |
$53.1M - $53.4M
|
222K
$5.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
158New |
$3.67K - $3.69K
|
158
$3.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
32.5K+ 10.73% |
$757K - $760K
|
336K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
292K+ 7.58% |
$6.78M - $6.82M
|
4.14M
$96.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.98K- 1.06% |
$185K - $186K
|
741K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
269K+ 971.61% |
$6.26M - $6.29M
|
297K
$6.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.35K+ 5.47% |
$101K - $102K
|
83.7K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.3KNew |
$1.68M - $1.69M
|
72.3K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
10.3KNew |
$240K - $241K
|
10.3K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32.9KNew |
$764K - $768K
|
32.9K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-619- 1.03% |
$14.4K - $14.5K
|
59.6K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 28.67% |
$1.05M - $1.06M
|
203K
$4.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.33M+ 6418.24% |
$194M - $195M
|
8.46M
$197M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45.9K- 86.92% |
$1.07M - $1.07M
|
6.9K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
934New |
$21.7K - $21.8K
|
934
$21.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
314+ 1.45% |
$7.3K - $7.34K
|
22K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.28K+ 3.48% |
$29.7K - $29.8K
|
38K
$885K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.2K- 1.56% |
$144K - $145K
|
392K
$9.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
294KNew |
$6.84M - $6.87M
|
294K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
90.2K+ 903.18% |
$2.1M - $2.11M
|
100K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-12.2K- 37.01% |
$283K - $285K
|
20.7K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.77K+ 14.65% |
$64.5K - $64.8K
|
21.7K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.02MNew |
$46.9M - $47.1M
|
2.02M
$47.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.1K- 1.02% |
$95.2K - $95.7K
|
397K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-3.35K- 8.12% |
$77.8K - $78.2K
|
37.8K
$883K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
130K+ 25.88% |
$3.03M - $3.04M
|
634K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29+ 1.49% |
$674 - $678
|
1.97K
$45.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-49- 0.99% |
$1.14K - $1.15K
|
4.88K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.32K+ 48.87% |
$193K - $194K
|
25.4K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.29KNew |
$146K - $147K
|
6.29K
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.6KNew |
$200K - $201K
|
8.6K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.5K+ 6.27% |
$34.9K - $35.1K
|
25.4K
$594K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
4.93K+ 4.16% |
$115K - $115K
|
123K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
787+ 0.6% |
$18.3K - $18.4K
|
132K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.1K- 5.72% |
$351K - $353K
|
249K
$5.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.85KNew |
$206K - $207K
|
8.85K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
865New |
$20.1K - $20.2K
|
865
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
761KNew |
$17.7M - $17.8M
|
761K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-13.9K- 4.39% |
$324K - $325K
|
303K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.86K+ 2.28% |
$113K - $113K
|
218K
$5.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
850+ 8.07% |
$19.8K - $19.9K
|
11.4K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-53K- 21.52% |
$1.23M - $1.24M
|
193K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.48K+ 8.26% |
$104K - $105K
|
58.7K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
164+ 0.41% |
$3.81K - $3.83K
|
39.8K
$928K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.8K+ 5.2% |
$716K - $720K
|
624K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
997+ 0.61% |
$23.2K - $23.3K
|
165K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
99New |
$2.3K - $2.31K
|
99
$2.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 5.49% |
$324K - $325K
|
239K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 9.08% |
$448K - $450K
|
232K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-139K- 93.47% |
$3.22M - $3.24M
|
9.68K
$226K
|