Latest Institutional Purchases of Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2030 Ter (IBTK) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 16.13% |
$349K - $361K
|
132K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$319K - $330K
|
16.8K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.9KNew |
$303K - $313K
|
15.9K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$262K - $272K
|
13.8K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.8K+ 30.91% |
$262K - $271K
|
58.4K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$252K - $260K
|
13.2K
$261K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.1KNew |
$248K - $257K
|
13.1K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 16.57% |
$239K - $247K
|
88.3K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$200K - $207K
|
10.5K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.91K+ 8.3% |
$188K - $195K
|
129K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.08KNew |
$154K - $159K
|
8.08K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.43K+ 19.81% |
$122K - $126K
|
38.9K
$767K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 4.28% |
$111K - $115K
|
143K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.16K+ 6.9% |
$98.1K - $101K
|
80K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.1K+ 5.59% |
$96.9K - $100K
|
96.4K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.55K+ 44.68% |
$86.5K - $89.5K
|
14.7K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.55K+ 50.1% |
$86.5K - $89.5K
|
13.6K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 1.62% |
$85K - $87.9K
|
280K
$5.52M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.04K+ 7.49% |
$57.7K - $59.7K
|
43.6K
$860K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.73K+ 52.3% |
$51.8K - $53.6K
|
7.94K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.65K+ 7.81% |
$50.3K - $52K
|
36.6K
$721K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.61K+ 713.66% |
$49.6K - $51.4K
|
2.98K
$58.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.54K+ 6.1% |
$48.2K - $49.9K
|
44.1K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.2K+ 17.82% |
$41.8K - $43.3K
|
14.5K
$287K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.18K+ 5.28% |
$41.4K - $42.9K
|
43.5K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.08KNew |
$39.5K - $40.9K
|
2.08K
$41K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.99K+ 11.27% |
$37.8K - $39.2K
|
19.7K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.92K+ 78.9% |
$36.4K - $37.7K
|
4.35K
$85.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 2.26% |
$36.1K - $37.3K
|
85.8K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.66K+ 8.09% |
$31.4K - $32.5K
|
22.1K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.58K+ 73.22% |
$30.1K - $31.1K
|
3.75K
$73.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
668+ 52.23% |
$12.7K - $13.1K
|
1.95K
$38.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8.05K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
355+ 0.42% |
$6.75K - $6.98K
|
85.8K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
316+ 1.62% |
$6K - $6.21K
|
19.8K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88+ 0.37% |
$1.67K - $1.73K
|
24K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.64% |
$266 - $275
|
2.2K
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.05% |
$228 - $236
|
25.4K
$501K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.06% |
$190 - $197
|
18.1K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.64% |
$114 - $118
|
944
$18.6K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
6+ 0.72% |
$114 - $118
|
840
$16.6K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.7KNew |
$339K - $355K
|
17.7K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
14.2KNew |
$271K - $284K
|
14.2K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12.7K+ 49.89% |
$243K - $255K
|
38.2K
$753K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.2KNew |
$232K - $244K
|
12.2K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.45KNew |
$46.7K - $49K
|
2.45K
$48.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.43K+ 67.29% |
$27.4K - $28.7K
|
3.56K
$70.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.2KNew |
$22.9K - $24K
|
1.2K
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1KNew |
$20.9K - $21.9K
|
1.1K
$21.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
852New |
$16.3K - $17.1K
|
852
$16.8K
|
|