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 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
25.8K+ 3.48% |
$569K - $578K
|
767K
$17.1M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.1K+ 26.81% |
$422K - $429K
|
90.4K
$2.01M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.9K+ 4.26% |
$307K - $312K
|
340K
$7.56M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 12.31% |
$297K - $302K
|
123K
$2.73M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.82K+ 2.05% |
$217K - $220K
|
489K
$10.9M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.59K+ 30.18% |
$190K - $193K
|
37.1K
$825K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 56.19% |
$131K - $133K
|
16.5K
$367K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
562+ 3.69% |
$12.4K - $12.6K
|
15.8K
$351K
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
495+ 46.96% |
$10.9K - $11.1K
|
1.55K
$34.5K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
434K+ 21.84% |
$9.44M - $9.65M
|
2.42M
$53.8M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
367KNew |
$8M - $8.17M
|
367K
$8.17M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
305K+ 17.35% |
$6.65M - $6.79M
|
2.07M
$45.9M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
255KNew |
$5.56M - $5.68M
|
255K
$5.68M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
221K+ 46.86% |
$4.81M - $4.91M
|
692K
$15.4M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
218K+ 333.0% |
$4.74M - $4.84M
|
283K
$6.3M
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
218K+ 347.9% |
$4.74M - $4.84M
|
280K
$6.23M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 6.12% |
$4.31M - $4.4M
|
3.43M
$76.4M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
173K+ 28.64% |
$3.77M - $3.86M
|
778K
$17.3M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158KNew |
$3.45M - $3.52M
|
158K
$3.52M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 39.64% |
$3.12M - $3.19M
|
505K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
125KNew |
$2.73M - $2.79M
|
125K
$2.79M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
111K+ 96.41% |
$2.41M - $2.46M
|
226K
$5.02M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
110K+ 71.13% |
$2.4M - $2.45M
|
265K
$5.89M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108KNew |
$2.36M - $2.41M
|
108K
$2.41M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
108K+ 15.93% |
$2.35M - $2.4M
|
785K
$17.5M
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
94.8K+ 34.85% |
$2.06M - $2.11M
|
367K
$8.16M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
91.4KNew |
$1.99M - $2.03M
|
91.4K
$2.03M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
88.1KNew |
$1.92M - $1.96M
|
88.1K
$1.96M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
80K+ 24.06% |
$1.74M - $1.78M
|
412K
$9.18M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
76.7K+ 202.15% |
$1.67M - $1.71M
|
115K
$2.55M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
69.2K+ 11.16% |
$1.51M - $1.54M
|
689K
$15.3M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
68.4K+ 63.34% |
$1.49M - $1.52M
|
177K
$3.93M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68.1K+ 47.93% |
$1.48M - $1.51M
|
210K
$4.68M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
63.6K+ 11.84% |
$1.39M - $1.42M
|
601K
$13.4M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
57.7KNew |
$1.26M - $1.28M
|
57.7K
$1.28M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
55.3K+ 14.53% |
$1.2M - $1.23M
|
436K
$9.69M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53.4KNew |
$1.16M - $1.19M
|
53.4K
$1.19M
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
49.5K+ 35.08% |
$1.08M - $1.1M
|
190K
$4.24M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48K+ 5.06% |
$1.04M - $1.07M
|
997K
$22.2M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.5K+ 9.43% |
$991K - $1.01M
|
528K
$11.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.4KNew |
$968K - $989K
|
44.4K
$989K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
43.3K+ 48.55% |
$943K - $963K
|
132K
$2.95M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.3K+ 9.54% |
$942K - $963K
|
497K
$11.1M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.9K+ 41.17% |
$933K - $954K
|
147K
$3.27M
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
41.2KNew |
$896K - $916K
|
41.2K
$916K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40.4K+ 78.87% |
$880K - $900K
|
91.7K
$2.04M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
39.6K+ 16.66% |
$861K - $880K
|
277K
$6.16M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
36.2K+ 11.41% |
$789K - $806K
|
354K
$7.87M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.3K+ 18.02% |
$769K - $785K
|
231K
$5.14M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
34.1KNew |
$743K - $759K
|
34.1K
$759K
|