Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
292K+ 42.14% |
$6.44M - $6.54M
|
984K
$21.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
286K+ 102.17% |
$6.32M - $6.42M
|
566K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
204K+ 72.0% |
$4.5M - $4.57M
|
487K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 9.61% |
$4.38M - $4.45M
|
2.26M
$50.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150K+ 12.41% |
$3.32M - $3.37M
|
1.36M
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
149K+ 28.24% |
$3.29M - $3.35M
|
677K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
134K+ 44.39% |
$2.96M - $3.01M
|
436K
$9.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
132KNew |
$2.91M - $2.96M
|
132K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114K+ 50.73% |
$2.53M - $2.57M
|
340K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 69.55% |
$2.43M - $2.47M
|
269K
$5.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.1K+ 162.95% |
$2.08M - $2.11M
|
152K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
79.7K+ 18.29% |
$1.76M - $1.79M
|
515K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
67.6K+ 119.97% |
$1.49M - $1.52M
|
124K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60.7K+ 8.81% |
$1.34M - $1.36M
|
750K
$16.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58.4K+ 63.69% |
$1.29M - $1.31M
|
150K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.6K+ 86.8% |
$1.27M - $1.29M
|
124K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
53.8K+ 28.26% |
$1.19M - $1.21M
|
244K
$5.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
52.4KNew |
$1.16M - $1.17M
|
52.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51K+ 2.11% |
$1.13M - $1.14M
|
2.47M
$55.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
47.7K+ 48.75% |
$1.05M - $1.07M
|
146K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
47.7K+ 35.98% |
$1.05M - $1.07M
|
180K
$4.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
41.6K+ 19.79% |
$918K - $933K
|
252K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.6K+ 290.83% |
$896K - $910K
|
54.5K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.5K+ 27.56% |
$895K - $909K
|
187K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40KNew |
$884K - $898K
|
40K
$892K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 7.74% |
$864K - $878K
|
544K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
37.1K+ 14.51% |
$818K - $831K
|
292K
$6.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
32.6K+ 5.43% |
$721K - $733K
|
634K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31K+ 2136.0% |
$684K - $695K
|
32.4K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 16.58% |
$646K - $657K
|
206K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.9K+ 17.07% |
$594K - $603K
|
184K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
25.8K+ 3.48% |
$569K - $578K
|
767K
$17.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
23.7K+ 37.47% |
$525K - $533K
|
87.1K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.6KNew |
$477K - $485K
|
21.6K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.1K+ 26.81% |
$422K - $429K
|
90.4K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.72% |
$410K - $416K
|
518K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.1K+ 2.31% |
$400K - $406K
|
803K
$17.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
17.8K+ 43.31% |
$394K - $400K
|
59K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.4K+ 4.74% |
$385K - $391K
|
384K
$8.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.8KNew |
$349K - $355K
|
15.8K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.6K+ 5.64% |
$345K - $351K
|
293K
$6.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.3K+ 25.77% |
$337K - $343K
|
74.6K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
15.2K+ 1.84% |
$335K - $341K
|
841K
$18.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.9K+ 4.26% |
$307K - $312K
|
340K
$7.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$305K - $310K
|
13.8K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 12.31% |
$297K - $302K
|
123K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
13.4K+ 1.73% |
$297K - $301K
|
792K
$17.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13.1KNew |
$288K - $293K
|
13.1K
$291K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4KNew |
$273K - $277K
|
12.4K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$272K - $276K
|
12.3K
$275K
|