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 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
66.1K+ 31.12% |
$1.54M - $1.55M
|
279K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 8.54% |
$23.3K - $23.4K
|
10.7K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.52K- 17.99% |
$128K - $129K
|
25.2K
$586K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-97- 42.73% |
$2.26K - $2.27K
|
130
$3.03K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.5KNew |
$1.62M - $1.62M
|
69.5K
$1.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
495New |
$11.5K - $11.6K
|
495
$11.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54+ 0.38% |
$1.25K - $1.27K
|
14.2K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.06K+ 5.51% |
$24.5K - $24.9K
|
20.3K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07KNew |
$24.7K - $25.1K
|
1.07K
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-900- 4.29% |
$20.8K - $21.1K
|
20.1K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
56.1KNew |
$1.3M - $1.31M
|
56.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.16KNew |
$212K - $215K
|
9.16K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.04K+ 10.36% |
$70.4K - $71.3K
|
32.4K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.1KNew |
$580K - $588K
|
25.1K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-44- 1.43% |
$1.02K - $1.03K
|
3.03K
$70.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.18KNew |
$50.4K - $51.1K
|
2.18K
$50.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.18KNew |
$27.3K - $27.7K
|
1.18K
$27.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 0.07% |
$1.69K - $1.71K
|
109K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
16.7KNew |
$386K - $391K
|
16.7K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
567New |
$13.1K - $13.3K
|
567
$13.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.58KNew |
$59.8K - $60.5K
|
2.58K
$60.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
576New |
$13.3K - $13.5K
|
576
$13.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
849New |
$19.6K - $19.9K
|
849
$19.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.36K+ 28.98% |
$101K - $102K
|
19.4K
$452K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1K- 9.25% |
$23.1K - $23.4K
|
9.81K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-5.65K- 43.63% |
$131K - $132K
|
7.3K
$170K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.08K- 9.71% |
$24.9K - $25.2K
|
10K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.21KNew |
$27.9K - $28.2K
|
1.21K
$28.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.04K- 14.25% |
$163K - $165K
|
42.4K
$987K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
455New |
$10.5K - $10.7K
|
455
$10.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.3K+ 5.38% |
$538K - $545K
|
455K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74K+ 4.59% |
$1.71M - $1.73M
|
1.69M
$39.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.23K- 69.37% |
$74.7K - $75.6K
|
1.43K
$33.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.4K+ 1.77% |
$217K - $220K
|
541K
$12.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.26K- 22.27% |
$98.6K - $99.8K
|
14.9K
$346K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.15KNew |
$26.4K - $26.6K
|
1.15K
$26.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66K+ 399.18% |
$1.53M - $1.53M
|
82.6K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 0.21% |
$1.46K - $1.46K
|
30.7K
$714K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
78+ 2.58% |
$1.8K - $1.81K
|
3.1K
$72.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10KNew |
$231K - $232K
|
10K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-122K- 73.2% |
$2.81M - $2.82M
|
44.5K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.6KNew |
$291K - $292K
|
12.6K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.8KNew |
$249K - $250K
|
10.8K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
23New |
$531 - $534
|
23
$536
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
32.4KNew |
$747K - $751K
|
32.4K
$754K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.46M - $1.46M
|
63K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
285New |
$6.58K - $6.62K
|
285
$6.64K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$231K - $232K
|
10K
$233K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 35.35% |
$289K - $291K
|
47.7K
$1.11M
|
|