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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$1.07K - $1.09K
|
49
$1.09K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-488K- 97.53% |
$10.6M - $10.9M
|
12.3K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.4K+ 1007.58% |
$249K - $254K
|
12.6K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
76.7K+ 202.15% |
$1.67M - $1.71M
|
115K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.4K+ 73.24% |
$30.5K - $31.2K
|
3.31K
$73.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 39.64% |
$3.12M - $3.19M
|
505K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
29.1K+ 26.86% |
$632K - $646K
|
137K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
69.2K+ 11.16% |
$1.51M - $1.54M
|
689K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.2K- 5.91% |
$135K - $138K
|
98.8K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 11.88% |
$271K - $277K
|
117K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.77KNew |
$213K - $217K
|
9.77K
$217K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
818+ 36.27% |
$17.8K - $18.2K
|
3.07K
$68.4K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
24.5K+ 11.02% |
$534K - $546K
|
247K
$5.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.87K+ 3.27% |
$149K - $153K
|
217K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.19K+ 1.41% |
$26K - $26.6K
|
85.6K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.5KNew |
$251K - $256K
|
11.5K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.28K+ 10.39% |
$49.6K - $50.7K
|
24.2K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.4K+ 20.84% |
$401K - $409K
|
107K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.1K+ 129.6% |
$524K - $536K
|
42.7K
$949K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
149+ 0.64% |
$3.24K - $3.32K
|
23.3K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
21.9K+ 2.73% |
$477K - $488K
|
826K
$18.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.19K+ 22.71% |
$157K - $160K
|
38.9K
$865K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
91.4KNew |
$1.99M - $2.03M
|
91.4K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3.11K+ 50.57% |
$67.7K - $69.2K
|
9.27K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$21.8 - $22.3
|
3.36K
$74.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53.4KNew |
$1.16M - $1.19M
|
53.4K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48K+ 5.06% |
$1.04M - $1.07M
|
997K
$22.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.33K+ 11.09% |
$138K - $141K
|
63.4K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.15K- 50.0% |
$156K - $159K
|
7.15K
$159K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.02K+ 2.11% |
$44.1K - $45K
|
97.9K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93+ 0.44% |
$2.02K - $2.07K
|
21.2K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19.6K- 6.49% |
$426K - $435K
|
282K
$6.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.6K+ 17.03% |
$34.8K - $35.6K
|
11K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.6K+ 117.3% |
$340K - $348K
|
28.9K
$644K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
221K+ 46.86% |
$4.81M - $4.91M
|
692K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 39.88% |
$349K - $357K
|
56.3K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-330- 0.41% |
$7.18K - $7.34K
|
80.2K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
175+ 1.42% |
$3.81K - $3.89K
|
12.5K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.7K+ 10.83% |
$538K - $550K
|
253K
$5.63M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
9.53KNew |
$208K - $212K
|
9.53K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-234- 1.1% |
$5.09K - $5.21K
|
21K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.81K- 37.99% |
$83K - $84.9K
|
6.23K
$139K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 32.89% |
$54.4K - $55.6K
|
5.1K
$113K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$43.2K - $44.2K
|
1.99K
$44.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.07K- 3.97% |
$197K - $202K
|
219K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.37K+ 9.66% |
$29.7K - $30.4K
|
15.5K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26.7KNew |
$581K - $594K
|
26.7K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 4.05% |
$32.5K - $33.2K
|
38.4K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.41K+ 9.06% |
$140K - $143K
|
77.2K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.69K+ 72.54% |
$36.8K - $37.6K
|
4.02K
$89.5K
|