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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$235 - $240
|
14.7K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.94% |
$157 - $160
|
856
$17K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
258K+ 79.32% |
$5.01M - $5.13M
|
583K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.5K+ 200.15% |
$1.12M - $1.14M
|
86.3K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
56.2K+ 5341.03% |
$1.09M - $1.12M
|
57.3K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
47.5KNew |
$924K - $945K
|
47.5K
$943K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.12K+ 13.42% |
$99.6K - $102K
|
43.3K
$859K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 61.54% |
$24.9K - $25.4K
|
3.36K
$66.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.25K+ 3.2% |
$24.3K - $24.9K
|
40.3K
$800K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
636+ 4.27% |
$12.4K - $12.6K
|
15.5K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 14.12% |
$11.9K - $12.2K
|
4.96K
$98.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
359+ 2.26% |
$6.98K - $7.14K
|
16.2K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 0.69% |
$2.95K - $3.02K
|
22.3K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8New |
$156 - $159
|
8
$159
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.96% |
$97.2 - $99.4
|
524
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
18.7KNew |
$356K - $368K
|
18.7K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.9KNew |
$303K - $313K
|
15.9K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$262K - $272K
|
13.8K
$274K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.1KNew |
$248K - $257K
|
13.1K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.08KNew |
$154K - $159K
|
8.08K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.55K+ 44.68% |
$86.5K - $89.5K
|
14.7K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.73K+ 52.3% |
$51.8K - $53.6K
|
7.94K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8.09K
|
|
| 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
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.45KNew |
$46.7K - $49K
|
2.45K
$48.5K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
2.08KNew |
$39.7K - $41.6K
|
2.08K
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.43K+ 67.29% |
$27.4K - $28.7K
|
3.56K
$70.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1KNew |
$20.9K - $21.9K
|
1.1K
$21.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
852New |
$16.3K - $17.1K
|
852
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
16New |
$306 - $321
|
16
$317
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$627K - $663K
|
32.8K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 9.93% |
$179K - $189K
|
104K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
771+ 4.84% |
$14.7K - $15.6K
|
16.7K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
571New |
$10.9K - $11.5K
|
571
$11.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
196New |
$3.75K - $3.96K
|
196
$3.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.61K - $1.7K
|
84
$1.67K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6New |
$115 - $121
|
6
$119
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.54KNew |
$47.9K - $49.3K
|
2.54K
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.25KNew |
$23.6K - $24.2K
|
1.25K
$24.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
259New |
$4.88K - $5.02K
|
259
$5.14K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.4KNew |
$412K - $424K
|
21.4K
$425K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$306K - $315K
|
15.9K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 24.59% |
$21.1K - $21.8K
|
5.57K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$1.36K - $1.4K
|
71
$1.41K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
301KNew |
$5.56M - $5.96M
|
301K
$5.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.3KNew |
$559K - $599K
|
30.3K
$601K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
27KNew |
$498K - $534K
|
27K
$536K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.2KNew |
$206K - $221K
|
11.2K
$222K
|
|