Latest Institutional Transactions on Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2024 Ter (IBTE) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-307K- 22.58% |
$7.33M - $7.37M
|
1.05M
$25.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
266+ 2.73% |
$6.35K - $6.39K
|
9.99K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.18K- 2.57% |
$52K - $52.3K
|
82.7K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-21.7K- 15.5% |
$519K - $522K
|
118K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.04K- 1.84% |
$72.5K - $72.9K
|
162K
$3.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
152+ 1.24% |
$3.63K - $3.65K
|
12.4K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-903- 4.95% |
$21.6K - $21.7K
|
17.3K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.8K- 31.36% |
$1.28M - $1.29M
|
118K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 18.33% |
$45.3K - $45.5K
|
8.45K
$202K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 13.89% |
$23.9K - $24K
|
6.2K
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- -0.0% |
$23.9 - $24
|
124K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.79K- 1.49% |
$186K - $187K
|
514K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-399- 12.49% |
$9.53K - $9.58K
|
2.8K
$66.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-209K- 24.12% |
$4.99M - $5.02M
|
657K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.94K- 7.07% |
$142K - $142K
|
78K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
28KNew |
$670K - $673K
|
28K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.71KNew |
$40.9K - $41.1K
|
1.71K
$40.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-210- 1.78% |
$5.01K - $5.04K
|
11.6K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.78K+ 23.34% |
$66.5K - $66.8K
|
14.7K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-37K- 19.02% |
$883K - $888K
|
157K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-7.17K- 1.24% |
$171K - $172K
|
571K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$34K - $34.2K
|
1.42K
$34K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.99KNew |
$239K - $240K
|
9.99K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
447New |
$10.7K - $10.7K
|
447
$10.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.06K- 17.71% |
$145K - $146K
|
28.2K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.2K- 14.48% |
$291K - $292K
|
71.9K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.69K- 1.05% |
$40.3K - $40.5K
|
159K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-162- 56.06% |
$3.87K - $3.89K
|
127
$3.03K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 5.4% |
$24.2K - $24.4K
|
19.8K
$473K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.51K- 43.35% |
$203K - $204K
|
11.1K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.2K+ 6.64% |
$292K - $294K
|
196K
$4.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-521- 2.61% |
$12.4K - $12.5K
|
19.5K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.97K+ 11.78% |
$94.7K - $95.2K
|
37.6K
$898K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 1.24% |
$1.62K - $1.63K
|
5.53K
$132K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-18.4K- 36.06% |
$440K - $442K
|
32.7K
$779K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.37K- 8.79% |
$104K - $105K
|
45.3K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.46K+ 1.55% |
$58.7K - $59.1K
|
161K
$3.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38+ 0.59% |
$907 - $912
|
6.43K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
954+ 0.47% |
$22.8K - $22.9K
|
203K
$4.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-210- 1.2% |
$5.01K - $5.04K
|
17.3K
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-189K- 4.82% |
$4.52M - $4.54M
|
3.74M
$89.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-453K- 58.77% |
$10.8M - $10.9M
|
318K
$7.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-39.9K- 42.3% |
$953K - $958K
|
54.4K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
35.4K+ 4.09% |
$845K - $850K
|
901K
$21.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.01K- 7.31% |
$24.1K - $24.2K
|
12.8K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.43K- 4.66% |
$58K - $58.3K
|
49.7K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 25.81% |
$402K - $404K
|
48.4K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
7.72K+ 4.1% |
$184K - $185K
|
196K
$4.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-53.4K- 2.67% |
$1.28M - $1.28M
|
1.95M
$46.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
137+ 1.23% |
$3.27K - $3.29K
|
11.3K
$269K
|