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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 57.53% |
$398K - $403K
|
49.1K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
57.7K+ 16.65% |
$1.28M - $1.3M
|
404K
$9.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
36.2K+ 5.71% |
$803K - $812K
|
670K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 52.67% |
$26.7K - $27K
|
1.08K
$24.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.26K+ 5.7% |
$28K - $28.4K
|
23.4K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
819+ 1.97% |
$18.2K - $18.4K
|
42.4K
$947K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 3.52% |
$340K - $344K
|
451K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
458+ 4.32% |
$10.2K - $10.3K
|
11K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.74K+ 52.08% |
$172K - $174K
|
22.6K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 19.03% |
$125K - $127K
|
24K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.4K+ 9.31% |
$254K - $257K
|
134K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.47K+ 5.76% |
$54.8K - $55.4K
|
45.3K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
34.1K+ 18.91% |
$756K - $764K
|
214K
$4.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
348K+ 226.12% |
$7.72M - $7.8M
|
501K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.7K+ 11.71% |
$1.41M - $1.43M
|
608K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 0.35% |
$1.46K - $1.48K
|
19K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.37K+ 7.7% |
$30.5K - $30.8K
|
19.2K
$429K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
26.2K+ 3.31% |
$581K - $588K
|
818K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
153New |
$3.4K - $3.43K
|
153
$3.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
368+ 2.0% |
$8.17K - $8.26K
|
18.7K
$419K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-674- 1.61% |
$15K - $15.1K
|
41.2K
$922K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.9K+ 22.66% |
$664K - $671K
|
162K
$3.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
234+ 0.99% |
$5.19K - $5.25K
|
23.8K
$532K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 2.04% |
$22.2 - $22.4
|
50
$1.12K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.13K+ 60.11% |
$136K - $138K
|
16.3K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
104+ 0.61% |
$2.31K - $2.33K
|
17.2K
$385K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.69K+ 2.52% |
$82K - $82.9K
|
150K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42.6K+ 4.63% |
$946K - $957K
|
963K
$21.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-9.09K- 7.15% |
$202K - $204K
|
118K
$2.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.77K+ 7.84% |
$172K - $174K
|
107K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.25K+ 1.8% |
$117K - $118K
|
298K
$6.66M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 7.9% |
$27.8K - $28.1K
|
17.1K
$382K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.27K+ 2.14% |
$139K - $141K
|
299K
$6.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 13.45% |
$33.2K - $33.5K
|
12.6K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.29KNew |
$28.5K - $28.9K
|
1.29K
$28.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
11.6KNew |
$258K - $261K
|
11.6K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-454- 1.57% |
$10.1K - $10.2K
|
28.5K
$637K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5K- 4.05% |
$111K - $112K
|
119K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.12K- 4.61% |
$24.7K - $25K
|
23.1K
$516K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
782New |
$17.4K - $17.5K
|
782
$17.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48.4KNew |
$1.07M - $1.09M
|
48.4K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.74K+ 63.87% |
$150K - $151K
|
17.3K
$386K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.96K+ 19.68% |
$221K - $224K
|
60.6K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-27.5K- 10.43% |
$611K - $618K
|
237K
$5.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.1KNew |
$24.3K - $24.6K
|
1.1K
$24.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.42K+ 2.4% |
$31.4K - $31.8K
|
60.4K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 0.32% |
$732 - $741
|
10.4K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-108K- 11.0% |
$2.4M - $2.43M
|
875K
$19.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.38K+ 10.71% |
$52.9K - $53.5K
|
24.6K
$551K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-225- 1.63% |
$4.99K - $5.05K
|
13.6K
$303K
|
|