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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
347KNew |
$7.97M - $8.08M
|
347K
$8.11M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.8K- 24.1% |
$64.3K - $65.2K
|
8.82K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.48K- 67.6% |
$57K - $57.8K
|
1.19K
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
318New |
$7.3K - $7.4K
|
318
$7.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.7KNew |
$453K - $459K
|
19.7K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$253K - $256K
|
11K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
47.2K+ 8.61% |
$1.08M - $1.1M
|
595K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.83KNew |
$42K - $42.6K
|
1.83K
$42.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.4KNew |
$170K - $172K
|
7.4K
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
40.8KNew |
$937K - $950K
|
40.8K
$954K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
26.4KNew |
$606K - $614K
|
26.4K
$617K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
21.5KNew |
$493K - $500K
|
21.5K
$502K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
575New |
$13.2K - $13.4K
|
575
$13.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10.3KNew |
$237K - $240K
|
10.3K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.33K+ 65.56% |
$122K - $124K
|
13.4K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-335- 9.42% |
$7.69K - $7.8K
|
3.22K
$75.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
856New |
$19.7K - $19.9K
|
856
$20K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
87.5K+ 543.26% |
$2.01M - $2.04M
|
104K
$2.42M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
456K+ 20.83% |
$10.5M - $10.6M
|
2.65M
$61.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
73.2KNew |
$1.68M - $1.7M
|
73.2K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 8.13% |
$27.4K - $27.6K
|
13.4K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$206K - $208K
|
8.97K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.4KNew |
$78.2K - $78.9K
|
3.4K
$79.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.96KNew |
$45K - $45.4K
|
1.96K
$45.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-194- 9.35% |
$4.46K - $4.5K
|
1.88K
$44K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
202New |
$4.65K - $4.69K
|
202
$4.72K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
420New |
$9.66K - $9.74K
|
420
$9.82K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
518+ 60.37% |
$11.9K - $12K
|
1.38K
$32.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
35.7KNew |
$821K - $827K
|
35.7K
$834K
|
|
| Q2 2023 | |||||||
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.3K- 7.07% |
$30.1K - $30.7K
|
17.1K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
213+ 6.96% |
$4.93K - $5.03K
|
3.27K
$76.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 70.69% |
$948 - $968
|
99
$2.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-226K- 57.27% |
$5.22M - $5.33M
|
168K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.83K+ 11.24% |
$42.4K - $43.2K
|
18.1K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.84MNew |
$42.5M - $43.3M
|
1.84M
$42.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
255+ 1.63% |
$5.9K - $6.02K
|
15.9K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
615+ 3.93% |
$14.2K - $14.5K
|
16.3K
$380K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
763+ 0.81% |
$17.6K - $18K
|
94.9K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
20.6KNew |
$476K - $485K
|
20.6K
$481K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.6KNew |
$267K - $273K
|
11.6K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
19.8K+ 23.71% |
$458K - $467K
|
103K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
233+ 2.53% |
$5.39K - $5.5K
|
9.44K
$221K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
87.2KNew |
$2M - $2.06M
|
87.2K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
46KNew |
$1.06M - $1.09M
|
46K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
27.7KNew |
$637K - $655K
|
27.7K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.21KNew |
$166K - $170K
|
7.21K
$168K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
51New |
$1.17K - $1.21K
|
51
$1.19K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.32KNew |
$76.2K - $78.4K
|
3.32K
$77.5K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$260K - $267K
|
11.3K
$264K
|
|