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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.62K+ 28.97% |
$107K - $108K
|
20.6K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.36K+ 28.98% |
$101K - $102K
|
19.4K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.33K+ 7.73% |
$100K - $102K
|
60.4K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.32K+ 47.62% |
$100K - $101K
|
13.4K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.15K+ 7.04% |
$96K - $97.3K
|
63.1K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.92K+ 5.25% |
$90.7K - $91.9K
|
78.6K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.7K+ 19.0% |
$85.7K - $86.8K
|
23.2K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.62K+ 13.37% |
$83.7K - $84.7K
|
30.7K
$715K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.41K+ 17.65% |
$78.9K - $79.9K
|
22.7K
$530K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.16K+ 13.19% |
$73K - $73.9K
|
27.1K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.04K+ 10.36% |
$70.4K - $71.3K
|
32.4K
$756K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.96K+ 1.45% |
$68.3K - $69.2K
|
207K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.85K+ 1.09% |
$65.8K - $66.7K
|
263K
$6.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.58KNew |
$59.8K - $60.5K
|
2.58K
$60.2K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.27K+ 1.9% |
$52.6K - $53.3K
|
122K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.18KNew |
$50.4K - $51.1K
|
2.18K
$50.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.12K+ 2.57% |
$49.1K - $49.7K
|
84.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.03K+ 16.22% |
$47K - $47.6K
|
14.6K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 0.28% |
$46.5K - $47.1K
|
724K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.96K+ 2.87% |
$45.2K - $45.8K
|
70K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.86K+ 1.83% |
$43K - $43.5K
|
103K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.7K+ 14.38% |
$39.4K - $39.9K
|
13.6K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.67K+ 4.23% |
$38.6K - $39.1K
|
41.2K
$960K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.63K+ 16.57% |
$37.6K - $38.1K
|
11.4K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.53K+ 11.84% |
$35.3K - $35.8K
|
14.4K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.45K+ 3.05% |
$33.4K - $33.9K
|
48.9K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.43K+ 5.99% |
$33.1K - $33.5K
|
25.3K
$590K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.33K+ 4.36% |
$30.7K - $31.1K
|
31.7K
$739K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 6.97% |
$30.3K - $30.7K
|
20.1K
$468K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 8.57% |
$30K - $30.4K
|
16.4K
$383K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.21KNew |
$27.9K - $28.2K
|
1.21K
$28.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.18KNew |
$27.3K - $27.7K
|
1.18K
$27.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.12K+ 2.36% |
$25.9K - $26.2K
|
48.4K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1.11K+ 39.96% |
$25.7K - $26.1K
|
3.9K
$90.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.08K+ 3.71% |
$24.9K - $25.2K
|
30.1K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07KNew |
$24.7K - $25.1K
|
1.07K
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.06K+ 5.51% |
$24.5K - $24.9K
|
20.3K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.03K+ 9.56% |
$23.9K - $24.2K
|
11.9K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
995+ 1.69% |
$23K - $23.3K
|
59.9K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
860+ 9.32% |
$19.9K - $20.1K
|
10.1K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
849New |
$19.6K - $19.9K
|
849
$19.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
798+ 3.64% |
$18.5K - $18.7K
|
22.7K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
796+ 1.04% |
$18.4K - $18.7K
|
77.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
692+ 2.98% |
$16K - $16.2K
|
23.9K
$558K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
576New |
$13.3K - $13.5K
|
576
$13.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
571+ 5.73% |
$13.2K - $13.4K
|
10.5K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
567New |
$13.1K - $13.3K
|
567
$13.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
565+ 1.76% |
$13.1K - $13.2K
|
32.6K
$760K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
492+ 1.36% |
$11.4K - $11.5K
|
36.7K
$855K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
455New |
$10.5K - $10.7K
|
455
$10.6K
|