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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.45K+ 362.5% |
$27.6K - $28.5K
|
1.85K
$36.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
368KNew |
$6.99M - $7.23M
|
368K
$7.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.92K+ 78.9% |
$36.4K - $37.7K
|
4.35K
$85.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83.7K+ 55.63% |
$1.59M - $1.65M
|
234K
$4.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.6K+ 9.91% |
$335K - $346K
|
195K
$3.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 10.77% |
$247K - $255K
|
134K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 119.21% |
$401K - $415K
|
38.8K
$763K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.1K+ 9.09% |
$590K - $611K
|
373K
$7.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53K+ 43.54% |
$1.01M - $1.04M
|
175K
$3.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
49.9K+ 4.63% |
$948K - $981K
|
1.13M
$22.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$224K - $231K
|
11.8K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.02K+ 2.33% |
$19.5K - $20.1K
|
45K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.56K+ 11.72% |
$29.7K - $30.7K
|
14.9K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
45K+ 126.28% |
$855K - $885K
|
80.6K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.35K+ 12.69% |
$44.6K - $46.1K
|
20.8K
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37+ 0.27% |
$703 - $727
|
13.5K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.2K+ 100555.81% |
$822K - $850K
|
43.3K
$851K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.15K- 0.76% |
$78.8K - $81.5K
|
543K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
30K+ 50.21% |
$570K - $590K
|
89.8K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
135K+ 49.15% |
$2.57M - $2.66M
|
410K
$8.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
123K+ 6648.1% |
$2.33M - $2.41M
|
124K
$2.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$117K - $121K
|
6.13K
$121K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
87.8K+ 20.69% |
$1.67M - $1.73M
|
512K
$10.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.16K- 1.04% |
$79.1K - $81.8K
|
395K
$7.77M
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.8KNew |
$225K - $236K
|
11.8K
$231K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
19.5KNew |
$372K - $390K
|
19.5K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.31K+ 15.55% |
$140K - $146K
|
54.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 6.74% |
$381K - $399K
|
276K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.2KNew |
$195K - $204K
|
10.2K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9K+ 45.0% |
$228K - $239K
|
38.5K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 57.2% |
$7.28M - $7.63M
|
1.05M
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.8K+ 587.88% |
$1.24M - $1.3M
|
75.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.1K+ 7.54% |
$366K - $383K
|
273K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.44K- 6.68% |
$161K - $169K
|
118K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.2K+ 251.26% |
$654K - $685K
|
47.8K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.6K+ 23.51% |
$107K - $112K
|
29.4K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.66K+ 19.97% |
$108K - $113K
|
34K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16- 0.15% |
$306 - $321
|
10.9K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 7.84% |
$102K - $107K
|
73.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
33.9KNew |
$648K - $679K
|
33.9K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.9K+ 5.67% |
$93.7K - $98.2K
|
91.3K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.4KNew |
$485K - $509K
|
25.4K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.33K- 21.86% |
$63.6K - $66.7K
|
11.9K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 10.52% |
$43.4K - $45.6K
|
23.9K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.54K- 13.67% |
$125K - $131K
|
41.3K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$238K - $249K
|
12.4K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-207- 0.63% |
$3.96K - $4.15K
|
32.4K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.98K+ 3.01% |
$114K - $120K
|
205K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12.7K+ 49.89% |
$243K - $255K
|
38.2K
$751K
|
|