Latest Institutional Purchases of Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBTF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.49MNew |
$57.9M - $58.1M
|
2.49M
$57.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
93.3K+ 136.66% |
$2.17M - $2.18M
|
162K
$3.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.8K+ 13.49% |
$949K - $953K
|
343K
$7.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26.5KNew |
$616K - $619K
|
26.5K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
18.9K+ 2.78% |
$440K - $442K
|
699K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
18.4K+ 8.38% |
$428K - $430K
|
238K
$5.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17.5K+ 18.46% |
$407K - $409K
|
112K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
16.8KNew |
$392K - $394K
|
16.8K
$392K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
14.5K+ 7.03% |
$337K - $338K
|
220K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14.5K+ 2.78% |
$337K - $338K
|
534K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 0.96% |
$235K - $236K
|
1.06M
$24.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.71KNew |
$226K - $227K
|
9.71K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.42K+ 8.53% |
$219K - $220K
|
120K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.2KNew |
$214K - $215K
|
9.2K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
9.05KNew |
$211K - $212K
|
9.05K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.77K+ 79.81% |
$111K - $112K
|
10.8K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.16K+ 2.11% |
$97K - $97.3K
|
202K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.49K+ 8.38% |
$81.2K - $81.5K
|
45.1K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.3K+ 0.35% |
$53.5K - $53.7K
|
660K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.23K+ 4.69% |
$52K - $52.2K
|
49.8K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
536+ 4.69% |
$12.5K - $12.5K
|
12K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
316+ 1.07% |
$7.36K - $7.39K
|
29.9K
$696K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
308+ 0.77% |
$7.17K - $7.2K
|
40.4K
$941K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
276+ 2.41% |
$6.43K - $6.45K
|
11.7K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
236+ 1.09% |
$5.5K - $5.52K
|
21.9K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
218+ 0.65% |
$5.08K - $5.1K
|
33.6K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
166New |
$3.87K - $3.88K
|
166
$3.87K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
99+ 1.07% |
$2.31K - $2.31K
|
9.34K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.35% |
$792 - $795
|
9.78K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
26+ 0.3% |
$606 - $608
|
8.59K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.1% |
$163 - $164
|
643
$15K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.13% |
$69.9 - $70.1
|
2.32K
$54.1K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
679K+ 29.13% |
$15.8M - $15.9M
|
3.01M
$70.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
380K+ 9.17% |
$8.84M - $8.88M
|
4.52M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
314K+ 8.47% |
$7.32M - $7.35M
|
4.02M
$93.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
307K+ 623.88% |
$7.14M - $7.17M
|
356K
$8.28M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
294KNew |
$6.85M - $6.88M
|
294K
$6.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 41.19% |
$5.24M - $5.26M
|
771K
$18M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
213K+ 129.84% |
$4.96M - $4.98M
|
377K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 5.05% |
$4.34M - $4.36M
|
3.88M
$90.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
177K+ 328.49% |
$4.12M - $4.14M
|
231K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
176K+ 805.97% |
$4.1M - $4.11M
|
198K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170K+ 14.0% |
$3.96M - $3.97M
|
1.38M
$32.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
153K+ 75.93% |
$3.57M - $3.58M
|
355K
$8.26M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
151K+ 50.9% |
$3.52M - $3.53M
|
448K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
142K+ 16.47% |
$3.3M - $3.31M
|
1M
$23.3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
136K+ 149.14% |
$3.17M - $3.19M
|
228K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$2.74M - $2.75M
|
118K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
118K+ 90.6% |
$2.74M - $2.75M
|
247K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
110KNew |
$2.55M - $2.56M
|
110K
$2.55M
|
|