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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
56.2K+ 5341.03% |
$1.09M - $1.12M
|
57.3K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
47.5KNew |
$924K - $945K
|
47.5K
$939K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.9K+ 8.93% |
$407K - $416K
|
255K
$5.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.33K+ 1.01% |
$25.9K - $26.5K
|
134K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8New |
$156 - $159
|
8
$158
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.96% |
$97.2 - $99.4
|
524
$10.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 14.12% |
$11.9K - $12.2K
|
4.96K
$98K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
330New |
$6.42K - $6.56K
|
330
$6.52K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14KNew |
$272K - $279K
|
14K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.81K- 28.67% |
$93.4K - $95.5K
|
12K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
17.5K+ 28.12% |
$341K - $349K
|
79.9K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.7KNew |
$267K - $273K
|
13.7K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
525K+ 83.76% |
$10.2M - $10.4M
|
1.15M
$22.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
107K+ 186.62% |
$2.09M - $2.14M
|
165K
$3.26M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
443K+ 146.59% |
$8.62M - $8.81M
|
746K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
19K+ 4.57% |
$370K - $379K
|
435K
$8.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.03K+ 21.38% |
$59K - $60.3K
|
17.2K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.4KNew |
$747K - $764K
|
38.4K
$759K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.5K+ 4.81% |
$146K - $149K
|
163K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.95% |
$156 - $159
|
848
$16.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11K+ 564.61% |
$214K - $219K
|
12.9K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.93K+ 28.84% |
$76.5K - $78.2K
|
17.6K
$347K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.02K- 3.11% |
$78.1K - $79.8K
|
125K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.45K- 12.48% |
$28.2K - $28.8K
|
10.2K
$201K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
26.4K+ 58.71% |
$514K - $525K
|
71.4K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.96K+ 15.8% |
$135K - $138K
|
51K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 61.54% |
$24.9K - $25.4K
|
3.36K
$66.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
433+ 1.76% |
$8.42K - $8.61K
|
25.1K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
976+ 0.18% |
$19K - $19.4K
|
544K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-6.34K- 5.89% |
$123K - $126K
|
101K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.25K+ 3.2% |
$24.3K - $24.9K
|
40.3K
$796K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
359+ 2.26% |
$6.98K - $7.14K
|
16.2K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.31K+ 125.03% |
$45K - $46K
|
4.16K
$82.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
43.4K+ 111.74% |
$843K - $862K
|
82.2K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.7KNew |
$286K - $293K
|
14.7K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
725+ 0.54% |
$14.1K - $14.4K
|
134K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
14.8K+ 18.3% |
$287K - $293K
|
95.4K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13.4K+ 6.86% |
$260K - $266K
|
209K
$4.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20.4K+ 106.01% |
$396K - $405K
|
39.6K
$782K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
41KNew |
$796K - $814K
|
41K
$809K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.3KNew |
$219K - $224K
|
11.3K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.1KNew |
$1.6M - $1.63M
|
82.1K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.38K+ 5.53% |
$46.3K - $47.3K
|
45.5K
$898K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.75K+ 5.29% |
$92.3K - $94.4K
|
94.5K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76+ 0.56% |
$1.48K - $1.51K
|
13.6K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
636+ 4.27% |
$12.4K - $12.6K
|
15.5K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-53- 5.88% |
$1.03K - $1.05K
|
849
$16.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
18K+ 4.88% |
$349K - $357K
|
386K
$7.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4K+ 5.95% |
$202K - $207K
|
185K
$3.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-307- 0.08% |
$5.97K - $6.1K
|
373K
$7.36M
|