Latest Institutional Transactions on Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2032 Ter (IBTM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
59.8K+ 1289.35% |
$1.34M - $1.38M
|
64.5K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
370+ 2.04% |
$8.31K - $8.55K
|
18.5K
$430K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-14.6K- 16.07% |
$328K - $338K
|
76.3K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16.4K+ 45.62% |
$368K - $379K
|
52.3K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$89.8 - $92.5
|
10.2K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 5.29% |
$392K - $404K
|
348K
$8.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
18.7KNew |
$420K - $433K
|
18.7K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.28K+ 3.32% |
$118K - $122K
|
164K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
59.9K+ 3.02% |
$1.34M - $1.38M
|
2.04M
$47.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.14K+ 0.5% |
$48K - $49.4K
|
428K
$9.96M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.13K- 3.05% |
$24.7K - $25.8K
|
35.7K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.82K+ 3.88% |
$39.9K - $41.7K
|
48.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62K+ 10.6% |
$35.4K - $37K
|
16.9K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89K+ 132.21% |
$1.95M - $2.04M
|
156K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.58KNew |
$210K - $219K
|
9.58K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198KNew |
$4.33M - $4.52M
|
198K
$4.59M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.75K+ 12.75% |
$38.4K - $40.1K
|
15.5K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
249New |
$5.46K - $5.7K
|
249
$5.79K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
973+ 4.63% |
$21.3K - $22.3K
|
22K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
937KNew |
$20.5M - $21.4M
|
937K
$21.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.81KNew |
$193K - $202K
|
8.81K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-644- 6.8% |
$14.1K - $14.7K
|
8.82K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.2KNew |
$246K - $256K
|
11.2K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$13.2K - $13.7K
|
600
$13.9K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.47KNew |
$98.9K - $105K
|
4.47K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.6KNew |
$986K - $1.05M
|
44.6K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.04K- 39.79% |
$23K - $24.5K
|
1.58K
$36.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$33.2K - $35.2K
|
1.5K
$34.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
733New |
$16.2K - $17.2K
|
733
$17K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$193K - $205K
|
8.73K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.8K+ 9.07% |
$1.19M - $1.26M
|
647K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.36K- 34.19% |
$52.2K - $55.4K
|
4.54K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.23K- 21.04% |
$93.5K - $99.3K
|
15.9K
$369K
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269New |
$5.97K - $6.38K
|
269
$6.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
74New |
$1.64K - $1.75K
|
74
$1.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24KNew |
$532K - $569K
|
24K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.02KNew |
$200K - $214K
|
9.02K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
202New |
$4.48K - $4.79K
|
202
$4.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.9KNew |
$109K - $116K
|
4.9K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 5.98% |
$465K - $496K
|
371K
$8.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$280K - $299K
|
12.6K
$293K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-6.67K- 30.0% |
$148K - $158K
|
15.6K
$362K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.8K- 14.92% |
$105K - $109K
|
27.3K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
84New |
$1.84K - $1.9K
|
84
$1.95K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$47.7K - $49.4K
|
2.18K
$50.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.5K - $25.4K
|
1.12K
$26K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.77K- 21.07% |
$148K - $153K
|
25.4K
$590K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-150- 3.12% |
$3.28K - $3.4K
|
4.65K
$108K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$20.2K - $20.9K
|
900
$20.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$605 - $626
|
27
$627
|
|