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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.01% |
$436 - $450
|
139K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.88K+ 3.67% |
$84.7K - $87.3K
|
110K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.5K- 26.19% |
$840K - $866K
|
109K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.8K+ 10.01% |
$453K - $467K
|
228K
$5.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
751New |
$16.4K - $16.9K
|
751
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-33.7K- 73.72% |
$736K - $758K
|
12K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$154K - $159K
|
7.06K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-12.1K- 62.77% |
$263K - $271K
|
7.15K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.91KNew |
$41.7K - $43K
|
1.91K
$42.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-258K- 95.43% |
$5.63M - $5.8M
|
12.4K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
135+ 1.06% |
$2.94K - $3.03K
|
12.9K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 1.28% |
$29.8K - $30.8K
|
108K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.5KNew |
$98.2K - $101K
|
4.5K
$99K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.8K+ 19.75% |
$345K - $355K
|
95.9K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.68% |
$1.98K - $2.05K
|
13.4K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.3K+ 148.08% |
$922K - $950K
|
70.8K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18K+ 46.2% |
$393K - $405K
|
57K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-26.7K- 8.14% |
$582K - $600K
|
302K
$6.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.26KNew |
$71K - $73.2K
|
3.26K
$71.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$65.4 - $67.4
|
3.35K
$73.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
91.1K+ 182.67% |
$1.99M - $2.05M
|
141K
$3.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.1K+ 17.64% |
$263K - $272K
|
80.6K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37.9KNew |
$828K - $853K
|
37.9K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 10.31% |
$306K - $315K
|
150K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.21K+ 53.95% |
$114K - $117K
|
14.9K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
170K+ 21.77% |
$3.7M - $3.81M
|
949K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.3KNew |
$814K - $839K
|
37.3K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56.4K+ 176.96% |
$1.23M - $1.27M
|
88.3K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
335K+ 165.58% |
$7.31M - $7.53M
|
537K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$21.8K - $22.5K
|
13.8K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51.1K+ 27.42% |
$1.11M - $1.15M
|
237K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
745+ 1.89% |
$16.2K - $16.7K
|
40.3K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83KNew |
$39.8K - $41K
|
1.83K
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$288K - $297K
|
13.2K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 42.53% |
$244K - $252K
|
37.5K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.14K+ 3.26% |
$24.8K - $25.5K
|
36K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4K+ 36.12% |
$87.3K - $89.9K
|
15.1K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-83.6K- 93.14% |
$1.82M - $1.88M
|
6.15K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20.9K+ 41.67% |
$456K - $470K
|
71K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.87K+ 49.07% |
$128K - $132K
|
17.8K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
111K+ 29.57% |
$2.43M - $2.5M
|
487K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
205+ 1.6% |
$4.47K - $4.61K
|
13K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
94+ 3.14% |
$2.05K - $2.11K
|
3.09K
$68K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
13.8KNew |
$301K - $310K
|
13.8K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.5K+ 11.25% |
$230K - $237K
|
104K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$230K - $237K
|
10.5K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
73.9K+ 7.32% |
$1.61M - $1.66M
|
1.08M
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
87.7K+ 323.14% |
$1.91M - $1.97M
|
115K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
73.8K+ 33.15% |
$1.61M - $1.66M
|
297K
$6.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.89KNew |
$216K - $222K
|
9.89K
$218K
|