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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06M+ 1767.77% |
$66.8M - $68.8M
|
3.23M
$71.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.32MNew |
$28.7M - $29.6M
|
1.32M
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06M+ 149.97% |
$23M - $23.7M
|
1.76M
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
542K+ 52.57% |
$11.8M - $12.2M
|
1.57M
$34.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
500KNew |
$10.9M - $11.2M
|
500K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
350K+ 21.39% |
$7.63M - $7.87M
|
1.99M
$44.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
335K+ 165.58% |
$7.31M - $7.53M
|
537K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
332K+ 78686.49% |
$7.24M - $7.46M
|
332K
$7.38M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
318KNew |
$6.93M - $7.14M
|
318K
$7.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
236K+ 53.63% |
$5.15M - $5.31M
|
677K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
177K+ 40.02% |
$3.87M - $3.98M
|
620K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
170K+ 21.77% |
$3.7M - $3.81M
|
949K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
124K+ 127.09% |
$2.7M - $2.78M
|
221K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
111K+ 29.57% |
$2.43M - $2.5M
|
487K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 27.42% |
$2.21M - $2.28M
|
471K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
91.1K+ 182.67% |
$1.99M - $2.05M
|
141K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
89.6K+ 581.15% |
$1.95M - $2.01M
|
105K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
87.7K+ 323.14% |
$1.91M - $1.97M
|
115K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
79.3K+ 60.71% |
$1.73M - $1.78M
|
210K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
73.9K+ 7.32% |
$1.61M - $1.66M
|
1.08M
$24M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
73.8K+ 33.15% |
$1.61M - $1.66M
|
297K
$6.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.2K+ 22.41% |
$1.44M - $1.49M
|
362K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.8K+ 15.5% |
$1.41M - $1.46M
|
483K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
62.6KNew |
$1.36M - $1.41M
|
62.6K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
59.8K+ 36.7% |
$1.3M - $1.34M
|
223K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56.4K+ 176.96% |
$1.23M - $1.27M
|
88.3K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51.3KNew |
$1.12M - $1.15M
|
51.3K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51.1K+ 27.42% |
$1.11M - $1.15M
|
237K
$5.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.8K+ 10.99% |
$977K - $1.01M
|
452K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.3K+ 148.08% |
$922K - $950K
|
70.8K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.8K+ 57.09% |
$911K - $939K
|
115K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.5K+ 30.31% |
$884K - $911K
|
174K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.4K+ 157.19% |
$839K - $864K
|
62.9K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38.3K+ 12.99% |
$835K - $861K
|
333K
$7.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
38K+ 8.83% |
$829K - $854K
|
468K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37.9KNew |
$828K - $853K
|
37.9K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
37.9KNew |
$826K - $851K
|
37.9K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.3KNew |
$814K - $839K
|
37.3K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
33.6K+ 30.98% |
$733K - $755K
|
142K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.1K+ 168.35% |
$700K - $722K
|
51.2K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.3K+ 91.6% |
$682K - $703K
|
65.4K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 331.41% |
$677K - $698K
|
40.4K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
23.4K+ 3.0% |
$511K - $526K
|
804K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
21.9KNew |
$478K - $493K
|
21.9K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
21.2KNew |
$463K - $477K
|
21.2K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.9K+ 24.94% |
$457K - $471K
|
105K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20.9K+ 41.67% |
$456K - $470K
|
71K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.8K+ 10.01% |
$453K - $467K
|
228K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
18.9KNew |
$412K - $425K
|
18.9K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18.6KNew |
$405K - $418K
|
18.6K
$412K
|