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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.13% |
$69.9 - $70.1
|
2.32K
$54.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-6.78K- 7.03% |
$158K - $158K
|
89.7K
$2.09M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
294KNew |
$6.85M - $6.88M
|
294K
$6.86M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
42+ 7.12% |
$978 - $982
|
632
$14.7K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
571+ 5.31% |
$13.3K - $13.3K
|
11.3K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.9K+ 102.96% |
$416K - $418K
|
35.2K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.55% |
$1.12K - $1.12K
|
8.62K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.6K- 15.92% |
$387K - $388K
|
87.8K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.65KNew |
$202K - $202K
|
8.65K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-29.1K- 67.66% |
$677K - $679K
|
13.9K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170K+ 14.0% |
$3.96M - $3.97M
|
1.38M
$32.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
42.9K+ 98.59% |
$999K - $1M
|
86.4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.6KNew |
$246K - $247K
|
10.6K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
585New |
$13.6K - $13.7K
|
585
$13.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 29813.21% |
$368K - $369K
|
15.9K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
430+ 4.86% |
$10K - $10.1K
|
9.28K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09K+ 60.34% |
$25.3K - $25.4K
|
2.89K
$67.4K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.3KNew |
$287K - $288K
|
12.3K
$287K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-750- 6.97% |
$17.5K - $17.5K
|
10K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.14K+ 18.64% |
$49.9K - $50.1K
|
13.6K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-602- 6.22% |
$14K - $14.1K
|
9.08K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 15.33% |
$47.9K - $48.1K
|
11.4K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
28.2K+ 9.5% |
$658K - $660K
|
326K
$7.59M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.84K+ 1.49% |
$42.9K - $43.1K
|
126K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.66% |
$30K - $30.2K
|
21.5K
$502K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.74KNew |
$204K - $204K
|
8.74K
$204K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
90.4KNew |
$2.11M - $2.11M
|
90.4K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
387New |
$9.01K - $9.05K
|
387
$9.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.12KNew |
$26.1K - $26.2K
|
1.12K
$26.1K
|
|
|
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 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
740KNew |
$17.2M - $17.3M
|
740K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
16.2KNew |
$378K - $380K
|
16.2K
$379K
|
|
|
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
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10KNew |
$233K - $234K
|
10K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
144K+ 9.22% |
$3.36M - $3.38M
|
1.71M
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.36K- 5.2% |
$101K - $102K
|
79.5K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
635New |
$14.8K - $14.8K
|
635
$14.8K
|
|
|
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 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.29KNew |
$146K - $147K
|
6.29K
$147K
|
|
|
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
$20.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.29K- 5.69% |
$29.9K - $30.1K
|
21.3K
$497K
|
|
|
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
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.9K+ 3.54% |
$301K - $303K
|
379K
$8.84M
|
|
|
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
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.83K- 37.29% |
$182K - $183K
|
13.2K
$307K
|
|