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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-13.7K- 56.1% |
$327K - $328K
|
10.7K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-54.2K- 13.63% |
$1.29M - $1.3M
|
343K
$8.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.14K- 69.15% |
$74.9K - $75.3K
|
1.4K
$33.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
25.6KNew |
$610K - $614K
|
25.6K
$610K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-167- 0.88% |
$3.99K - $4.01K
|
18.7K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-20.5K- 8.87% |
$489K - $491K
|
210K
$5.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.34% |
$191 - $192
|
604
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
25.1K+ 5.24% |
$600K - $603K
|
505K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-85.5K- 90.86% |
$2.04M - $2.05M
|
8.61K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.5K- 18.84% |
$1.04M - $1.04M
|
187K
$4.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 4.92% |
$24.4K - $24.5K
|
21.8K
$520K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-79K- 6.18% |
$1.89M - $1.9M
|
1.2M
$28.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
15.1K+ 17.01% |
$361K - $363K
|
104K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-3K- 12.8% |
$71.6K - $72K
|
20.4K
$488K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
272New |
$6.5K - $6.53K
|
272
$6.49K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-27.2K- 10.91% |
$651K - $654K
|
223K
$5.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1K+ 2.32% |
$24K - $24.1K
|
44.2K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.01% |
$47.8 - $48
|
14.4K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.18K- 36.66% |
$195K - $196K
|
14.1K
$337K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.89K- 47.56% |
$45.2K - $45.4K
|
2.09K
$49.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.8K+ 55.1% |
$450K - $452K
|
53K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-276- 0.98% |
$6.59K - $6.63K
|
28K
$669K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.8K- 3.85% |
$400K - $403K
|
418K
$9.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-7.35K- 5.44% |
$176K - $177K
|
128K
$3.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.67K+ 19.43% |
$39.8K - $40K
|
10.3K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 4.08% |
$15.4K - $15.5K
|
15.1K
$362K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
423+ 0.83% |
$10.1K - $10.2K
|
51.5K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35.2K+ 10.59% |
$839K - $844K
|
367K
$8.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-9.3K- 36.76% |
$222K - $223K
|
16K
$382K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
122+ 0.84% |
$2.91K - $2.93K
|
14.6K
$349K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-19.8K- 15.11% |
$473K - $475K
|
111K
$2.65M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
595New |
$14.2K - $14.3K
|
595
$14.2K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.15KNew |
$27.5K - $27.7K
|
1.15K
$27.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
35.4K+ 11.59% |
$844K - $849K
|
341K
$8.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 25.71% |
$79.6K - $80K
|
9.64K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-420- 2.14% |
$10K - $10.1K
|
19.2K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 3.43% |
$262 - $264
|
332
$7.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
500+ 3.72% |
$11.9K - $12K
|
13.9K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-19.1K- 99.86% |
$455K - $457K
|
27
$644
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.26K- 15.16% |
$54K - $54.3K
|
12.7K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.15KNew |
$123K - $124K
|
5.15K
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.91KNew |
$236K - $238K
|
9.91K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.27K- 24.86% |
$149K - $150K
|
18.9K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-42- 1.51% |
$1K - $1.01K
|
2.74K
$65.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.01K- 32.49% |
$143K - $144K
|
12.5K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.25K- 38.44% |
$125K - $126K
|
8.4K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
73+ 0.13% |
$1.74K - $1.75K
|
54.8K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 2.15% |
$1.03K - $1.03K
|
2.04K
$48.7K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-328- 2.95% |
$7.82K - $7.87K
|
10.8K
$258K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 25.82% |
$427K - $429K
|
51.4K
$1.23M
|
|