Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBTL) 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 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$399K - $415K
|
20.4K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
879+ 0.35% |
$17.2K - $17.9K
|
250K
$5.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.06K+ 10.63% |
$177K - $184K
|
94.4K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
49.5K+ 427.91% |
$967K - $1.01M
|
61K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10K+ 365.84% |
$196K - $203K
|
12.7K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
278+ 78.53% |
$5.43K - $5.65K
|
632
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.03K+ 169.77% |
$78.8K - $82K
|
6.41K
$129K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.24K- 1.2% |
$24.3K - $25.3K
|
103K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$58.7 - $61
|
19.3K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53- 0.48% |
$1.04K - $1.08K
|
11K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.8K+ 175.1% |
$1.13M - $1.17M
|
90.8K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10- 50.0% |
$196 - $203
|
10
$202
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$253K - $263K
|
12.9K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
638+ 1450.0% |
$12.5K - $13K
|
682
$13.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
21.1K+ 14.16% |
$413K - $429K
|
170K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.4KNew |
$224K - $233K
|
11.4K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56.6K+ 65.38% |
$1.11M - $1.15M
|
143K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32KNew |
$625K - $650K
|
32K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45.6K+ 40.12% |
$892K - $927K
|
159K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
86.2K+ 17.58% |
$1.69M - $1.75M
|
576K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
91K+ 48.46% |
$1.78M - $1.85M
|
279K
$5.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36+ 0.27% |
$704 - $732
|
13.2K
$266K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119K+ 6691.11% |
$2.32M - $2.42M
|
121K
$2.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$83.1K - $86.4K
|
4.25K
$85.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
307KNew |
$6M - $6.24M
|
307K
$6.19M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 63.12% |
$307K - $324K
|
40.2K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
122+ 1.18% |
$2.4K - $2.54K
|
10.5K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.02KNew |
$98.9K - $105K
|
5.02K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 8.82% |
$1K - $1.06K
|
629
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.45% |
$296 - $312
|
3.32K
$67K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
825New |
$16.3K - $17.2K
|
825
$16.6K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$455K - $480K
|
23.1K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.21KNew |
$43.5K - $46K
|
2.21K
$44.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.15KNew |
$22.7K - $23.9K
|
1.15K
$23.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
479+ 2.77% |
$9.44K - $9.97K
|
17.8K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$227K - $239K
|
11.5K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.55K+ 22.68% |
$30.5K - $32.2K
|
8.37K
$169K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.75K- 21.06% |
$93.5K - $98.8K
|
17.8K
$359K
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
304New |
$6.01K - $6.38K
|
304
$6.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.06K- 7.67% |
$21K - $22.3K
|
12.8K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.66K - $1.76K
|
84
$1.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55+ 7.9% |
$1.09K - $1.15K
|
751
$15.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9KNew |
$215K - $229K
|
10.9K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
826New |
$16.3K - $17.3K
|
826
$16.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$19.8 - $21
|
1
$20.2
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3KNew |
$222K - $236K
|
11.3K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$178 - $189
|
32.9K
$662K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37.4KNew |
$739K - $784K
|
37.4K
$753K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
729+ 3.84% |
$14.2K - $14.7K
|
19.7K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.45KNew |
$47.9K - $49.3K
|
2.45K
$49.5K
|
|