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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.12KNew |
$26.1K - $26.2K
|
1.12K
$26.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.67K+ 0.39% |
$62.1K - $62.4K
|
683K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.87K+ 0.43% |
$66.9K - $67.1K
|
664K
$15.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.3K- 5.6% |
$449K - $451K
|
325K
$7.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
295+ 2.43% |
$6.87K - $6.9K
|
12.4K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7KNew |
$250K - $251K
|
10.7K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
357+ 3.54% |
$8.31K - $8.35K
|
10.5K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
467+ 2.69% |
$10.9K - $10.9K
|
17.8K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
14.6K+ 23.25% |
$340K - $342K
|
77.5K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.6K- 27.27% |
$83.8K - $84.2K
|
9.6K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.23K+ 7.89% |
$98.5K - $98.9K
|
57.8K
$1.35M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.7K- 7.79% |
$1.62M - $1.63M
|
825K
$19.2M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
277New |
$6.44K - $6.47K
|
277
$6.45K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
740KNew |
$17.2M - $17.3M
|
740K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
500+ 3.47% |
$11.6K - $11.7K
|
14.9K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.7KNew |
$410K - $412K
|
17.7K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
16.2KNew |
$378K - $380K
|
16.2K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-102K- 89.99% |
$2.37M - $2.38M
|
11.3K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
17.3KNew |
$402K - $404K
|
17.3K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 19.15% |
$209 - $210
|
56
$1.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-28- 77.78% |
$651 - $654
|
8
$186
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
144K+ 9.22% |
$3.36M - $3.38M
|
1.71M
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10KNew |
$233K - $234K
|
10K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
53.8K+ 356.76% |
$1.25M - $1.26M
|
68.9K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 2.63% |
$321K - $323K
|
539K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
635New |
$14.8K - $14.8K
|
635
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.36K- 5.2% |
$101K - $102K
|
79.5K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.3KNew |
$1.68M - $1.69M
|
72.3K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
10.3KNew |
$240K - $241K
|
10.3K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.29KNew |
$146K - $147K
|
6.29K
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.32K+ 48.87% |
$193K - $194K
|
25.4K
$590K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-49- 0.99% |
$1.14K - $1.15K
|
4.88K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
865New |
$20.1K - $20.2K
|
865
$20.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.9K+ 3.54% |
$301K - $303K
|
379K
$8.82M
|
|
|
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
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.29K- 5.69% |
$29.9K - $30.1K
|
21.3K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.73K+ 3.98% |
$156K - $157K
|
176K
$4.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 80.0% |
$930 - $935
|
90
$2.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
129+ 1.45% |
$3K - $3.01K
|
9.02K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-320- 1.59% |
$7.44K - $7.48K
|
19.8K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-5.67K- 36.73% |
$132K - $133K
|
9.77K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.2KNew |
$378K - $380K
|
16.2K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.83K- 37.29% |
$182K - $183K
|
13.2K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.8KNew |
$322K - $324K
|
13.8K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
74.3KNew |
$1.73M - $1.74M
|
74.3K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.87KNew |
$206K - $207K
|
8.87K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
713New |
$16.6K - $16.7K
|
713
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.57K+ 39.9% |
$199K - $200K
|
30K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.75K+ 33.98% |
$110K - $111K
|
18.7K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-457- 2.78% |
$10.6K - $10.7K
|
16K
$372K
|
|