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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
335K+ 165.58% |
$7.31M - $7.53M
|
537K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
170K+ 21.77% |
$3.7M - $3.81M
|
949K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
124K+ 127.09% |
$2.7M - $2.78M
|
221K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
111K+ 29.57% |
$2.43M - $2.5M
|
487K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
91.1K+ 182.67% |
$1.99M - $2.05M
|
141K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
87.7K+ 323.14% |
$1.91M - $1.97M
|
115K
$2.53M
|
|
|
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
|
Shelton Wealth Management, LLC
|
BUY
|
- |
73.8K+ 33.15% |
$1.61M - $1.66M
|
297K
$6.52M
|
|
|
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
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51.1K+ 27.42% |
$1.11M - $1.15M
|
237K
$5.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.8K+ 10.99% |
$977K - $1.01M
|
452K
$9.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.3K+ 148.08% |
$922K - $950K
|
70.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
38K+ 8.83% |
$829K - $854K
|
468K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37.9KNew |
$828K - $853K
|
37.9K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.3KNew |
$814K - $839K
|
37.3K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 331.41% |
$677K - $698K
|
40.4K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20.9K+ 41.67% |
$456K - $470K
|
71K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.8K+ 10.01% |
$453K - $467K
|
228K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18K+ 46.2% |
$393K - $405K
|
57K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17K+ 18.64% |
$370K - $382K
|
108K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.8K+ 19.75% |
$345K - $355K
|
95.9K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
15.4K+ 4.22% |
$335K - $346K
|
380K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 10.31% |
$306K - $315K
|
150K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
13.8KNew |
$301K - $310K
|
13.8K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$288K - $297K
|
13.2K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.1K+ 17.64% |
$263K - $272K
|
80.6K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 42.53% |
$244K - $252K
|
37.5K
$826K
|
|
|
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 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.89KNew |
$216K - $222K
|
9.89K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$154K - $159K
|
7.06K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.87K+ 49.07% |
$128K - $132K
|
17.8K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.21K+ 53.95% |
$114K - $117K
|
14.9K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.5KNew |
$98.2K - $101K
|
4.5K
$99K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.13K+ 41.27% |
$90K - $92.8K
|
14.1K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4K+ 36.12% |
$87.3K - $89.9K
|
15.1K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.88K+ 3.67% |
$84.7K - $87.3K
|
110K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.26KNew |
$71K - $73.2K
|
3.26K
$71.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.91KNew |
$41.7K - $43K
|
1.91K
$42.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.9KNew |
$41.4K - $42.7K
|
1.9K
$41.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83KNew |
$39.8K - $41K
|
1.83K
$40.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 1.28% |
$29.8K - $30.8K
|
108K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.14K+ 3.26% |
$24.8K - $25.5K
|
36K
$791K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.05KNew |
$23K - $23.7K
|
1.05K
$23.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$21.8K - $22.5K
|
13.8K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
751New |
$16.4K - $16.9K
|
751
$16.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
745+ 1.89% |
$16.2K - $16.7K
|
40.3K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
205+ 1.6% |
$4.47K - $4.61K
|
13K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
204+ 1.29% |
$4.45K - $4.59K
|
16.1K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
135+ 1.06% |
$2.94K - $3.03K
|
12.9K
$283K
|