Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.73K- 1.62% |
$38.2K - $38.8K
|
105K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.8K+ 15.22% |
$260K - $264K
|
89K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
15.2K+ 1.84% |
$335K - $341K
|
841K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.73K+ 33.88% |
$82.3K - $83.6K
|
14.7K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.9K+ 15.02% |
$64K - $65K
|
22.2K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$241K - $245K
|
10.9K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.6KNew |
$477K - $485K
|
21.6K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
30+ 0.23% |
$663 - $673
|
12.9K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$245K - $249K
|
11.1K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
450+ 3.15% |
$9.94K - $10.1K
|
14.7K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$247K - $251K
|
11.2K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.04K+ 10.47% |
$45K - $45.7K
|
21.5K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
286K+ 102.17% |
$6.32M - $6.42M
|
566K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
53.8K+ 28.26% |
$1.19M - $1.21M
|
244K
$5.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 16.58% |
$646K - $657K
|
206K
$4.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.69K- 9.73% |
$148K - $150K
|
62K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$230K - $234K
|
10.4K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.76K- 3.63% |
$82.9K - $84.3K
|
99.7K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.5K+ 27.56% |
$895K - $909K
|
187K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
52.4KNew |
$1.16M - $1.17M
|
52.4K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-78- 4.28% |
$1.72K - $1.75K
|
1.75K
$38.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.81K+ 7.01% |
$62.1K - $63K
|
42.9K
$956K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 6.38% |
$231K - $235K
|
175K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58.4K+ 63.69% |
$1.29M - $1.31M
|
150K
$3.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.1K+ 162.95% |
$2.08M - $2.11M
|
152K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.72% |
$410K - $416K
|
518K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
132KNew |
$2.91M - $2.96M
|
132K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.53K+ 1.56% |
$77.9K - $79.1K
|
230K
$5.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
628+ 3.13% |
$13.9K - $14.1K
|
20.7K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
276+ 3.06% |
$6.1K - $6.19K
|
9.3K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.9K+ 4.26% |
$307K - $312K
|
340K
$7.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
25.8K+ 3.48% |
$569K - $578K
|
767K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-41- 1.33% |
$906 - $920
|
3.05K
$68K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
562+ 3.69% |
$12.4K - $12.6K
|
15.8K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.59K+ 30.18% |
$190K - $193K
|
37.1K
$826K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.33% |
$751 - $763
|
10.4K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.17K- 4.63% |
$136K - $138K
|
127K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 56.19% |
$131K - $133K
|
16.5K
$367K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.82K+ 2.05% |
$217K - $220K
|
489K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.1K+ 26.81% |
$422K - $429K
|
90.4K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-226K- 19.96% |
$5M - $5.08M
|
908K
$20.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-17.4K- 3.55% |
$385K - $391K
|
473K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
495+ 46.96% |
$10.9K - $11.1K
|
1.55K
$34.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 21.09% |
$24.9K - $25.3K
|
4.22K
$94K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 12.31% |
$297K - $302K
|
123K
$2.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.21K- 0.5% |
$48.8K - $49.6K
|
436K
$9.73M
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.06% |
$196 - $200
|
16.1K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
88.1KNew |
$1.92M - $1.96M
|
88.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
118+ 0.65% |
$2.57K - $2.63K
|
18.4K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 6.12% |
$4.31M - $4.4M
|
3.43M
$76.5M
|
|