Latest Institutional Transactions on Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2030 Ter (IBTK) 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 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.1K+ 5.59% |
$96.9K - $100K
|
96.4K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 2.26% |
$36.1K - $37.3K
|
85.8K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.7KNew |
$469K - $485K
|
24.7K
$490K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.1KNew |
$248K - $257K
|
13.1K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
600+ 3.93% |
$11.4K - $11.8K
|
15.9K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.55K+ 50.1% |
$86.5K - $89.5K
|
13.6K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-150- 1.28% |
$2.85K - $2.95K
|
11.6K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.61K+ 713.66% |
$49.6K - $51.4K
|
2.98K
$59.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.75K+ 67.51% |
$147K - $152K
|
19.2K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.29K- 1.18% |
$24.5K - $25.3K
|
108K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88+ 0.37% |
$1.67K - $1.73K
|
24K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43.1KNew |
$818K - $847K
|
43.1K
$856K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$262K - $272K
|
13.8K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.5K+ 13.28% |
$1.4M - $1.45M
|
627K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.73K+ 52.3% |
$51.8K - $53.6K
|
7.94K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.7K+ 11.3% |
$584K - $604K
|
302K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 21.51% |
$47.5K - $49.2K
|
9.13K
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$252K - $260K
|
13.2K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.54K+ 6.1% |
$48.2K - $49.9K
|
44.1K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$319K - $330K
|
16.8K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.45K+ 362.5% |
$27.6K - $28.5K
|
1.85K
$36.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.92K+ 78.9% |
$36.4K - $37.7K
|
4.35K
$86.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
368KNew |
$6.99M - $7.23M
|
368K
$7.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83.7K+ 55.63% |
$1.59M - $1.65M
|
234K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 10.77% |
$247K - $255K
|
134K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.6K+ 9.91% |
$335K - $346K
|
195K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 119.21% |
$401K - $415K
|
38.8K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.1K+ 9.09% |
$590K - $611K
|
373K
$7.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53K+ 43.54% |
$1.01M - $1.04M
|
175K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
49.9K+ 4.63% |
$948K - $981K
|
1.13M
$22.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$224K - $231K
|
11.8K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.02K+ 2.33% |
$19.5K - $20.1K
|
45K
$895K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37+ 0.27% |
$703 - $727
|
13.5K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.35K+ 12.69% |
$44.6K - $46.1K
|
20.8K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
45K+ 126.28% |
$855K - $885K
|
80.6K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.56K+ 11.72% |
$29.7K - $30.7K
|
14.9K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.2K+ 100555.81% |
$822K - $850K
|
43.3K
$860K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
30K+ 50.21% |
$570K - $590K
|
89.8K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
135K+ 49.15% |
$2.57M - $2.66M
|
410K
$8.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.15K- 0.76% |
$78.8K - $81.5K
|
543K
$10.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$117K - $121K
|
6.13K
$122K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
123K+ 6648.1% |
$2.33M - $2.41M
|
124K
$2.47M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
87.8K+ 20.69% |
$1.67M - $1.73M
|
512K
$10.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.16K- 1.04% |
$79.1K - $81.8K
|
395K
$7.86M
|
|
| Q4 2024 | |||||||
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$19.1 - $20
|
506K
$10.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
19.5KNew |
$372K - $390K
|
19.5K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.2K+ 251.26% |
$654K - $685K
|
47.8K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 6.74% |
$381K - $399K
|
276K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 57.2% |
$7.28M - $7.63M
|
1.05M
$20.8M
|
|