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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
318KNew |
$6.93M - $7.14M
|
318K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38.3K+ 12.99% |
$835K - $861K
|
333K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.6KNew |
$209K - $216K
|
9.6K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.4K+ 157.19% |
$839K - $864K
|
62.9K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
236K+ 53.63% |
$5.15M - $5.31M
|
677K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.8K+ 57.09% |
$911K - $939K
|
115K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.2KNew |
$398K - $410K
|
18.2K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06M+ 149.97% |
$23M - $23.7M
|
1.76M
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 7.07% |
$53.1K - $54.7K
|
36.9K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-218K- 26.95% |
$4.76M - $4.91M
|
591K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248K- 35.3% |
$5.4M - $5.56M
|
454K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.1K- 20.06% |
$1.07M - $1.1M
|
196K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-273- 48.58% |
$5.95K - $6.14K
|
289
$6.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.8K+ 15.5% |
$1.41M - $1.46M
|
483K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.67K+ 469.18% |
$80K - $82.5K
|
4.45K
$98.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06M+ 1767.77% |
$66.8M - $68.8M
|
3.23M
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
37.9KNew |
$826K - $851K
|
37.9K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.33K+ 5.41% |
$94.5K - $97.4K
|
84.4K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
245+ 0.22% |
$5.34K - $5.51K
|
109K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.1K+ 168.35% |
$700K - $722K
|
51.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.3KNew |
$399K - $412K
|
18.3K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
18.9KNew |
$412K - $425K
|
18.9K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.75KNew |
$59.9K - $61.7K
|
2.75K
$60.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.91K+ 10.0% |
$41.7K - $43K
|
21.1K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 1.29% |
$458 - $472
|
1.65K
$36.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
542K+ 52.57% |
$11.8M - $12.2M
|
1.57M
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.3K+ 91.6% |
$682K - $703K
|
65.4K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
199+ 1.42% |
$4.34K - $4.47K
|
14.2K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.3KNew |
$290K - $299K
|
13.3K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.6K- 32.42% |
$712K - $734K
|
68K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
332K+ 78686.49% |
$7.24M - $7.46M
|
332K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.9K+ 24.94% |
$457K - $471K
|
105K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-286K- 27.94% |
$6.25M - $6.44M
|
739K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
238New |
$5.19K - $5.35K
|
238
$5.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
33.6K+ 30.98% |
$733K - $755K
|
142K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.23KNew |
$136K - $140K
|
6.23K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
498+ 5.14% |
$10.9K - $11.2K
|
10.2K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.6K+ 18.04% |
$297K - $306K
|
89.2K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11K+ 9.61% |
$241K - $248K
|
126K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
350K+ 21.39% |
$7.63M - $7.87M
|
1.99M
$44M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 27.42% |
$2.21M - $2.28M
|
471K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
925+ 69.55% |
$20.2K - $20.8K
|
2.26K
$50K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.15KNew |
$25.1K - $25.9K
|
1.15K
$25.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.5K+ 30.31% |
$884K - $911K
|
174K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.2K+ 22.41% |
$1.44M - $1.49M
|
362K
$8.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.03K+ 2.62% |
$110K - $113K
|
197K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17K+ 12.38% |
$372K - $383K
|
155K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 1.44% |
$177K - $182K
|
573K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18.6KNew |
$405K - $418K
|
18.6K
$412K
|