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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
101KNew |
$2.42M - $2.43M
|
101K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.9K- 14.83% |
$1.29M - $1.29M
|
310K
$7.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
660+ 3.57% |
$15.7K - $15.8K
|
19.2K
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 1.83% |
$299K - $301K
|
697K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-229K- 94.68% |
$5.46M - $5.48M
|
12.9K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$250K - $251K
|
10.5K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$1.31K - $1.32K
|
55
$1.31K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 6.83% |
$39.9K - $40.2K
|
22.8K
$545K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
460+ 1.0% |
$11K - $11K
|
46.6K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.48K- 0.71% |
$154K - $155K
|
909K
$21.7M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25.4K- 11.9% |
$607K - $610K
|
188K
$4.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
210New |
$5.01K - $5.04K
|
210
$5.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.73KNew |
$232K - $233K
|
9.73K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
936New |
$22.3K - $22.4K
|
936
$22.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.5K- 20.95% |
$59.6K - $60K
|
9.44K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.32K+ 22.2% |
$55.3K - $55.6K
|
12.8K
$305K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
21New |
$501 - $504
|
21
$501
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
94New |
$2.24K - $2.25K
|
94
$2.24K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
196New |
$4.67K - $4.7K
|
196
$4.68K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
965New |
$23K - $23.1K
|
965
$23K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.04KNew |
$216K - $216K
|
9.04K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7KClosed |
$302K - $303K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.48K+ 11.53% |
$83.1K - $83.4K
|
33.7K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
63.2K+ 294.6% |
$1.51M - $1.51M
|
84.7K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.13K+ 19.54% |
$194K - $195K
|
49.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.7KNew |
$446K - $448K
|
18.7K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.8K- 20.32% |
$258K - $259K
|
42.4K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.07K- 93.73% |
$73.1K - $73.5K
|
205
$4.89K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-18.9K- 1.25% |
$450K - $452K
|
1.49M
$35.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.22K - $1.22K
|
51
$1.22K
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-9- 0.01% |
$215 - $216
|
83.6K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.38K+ 16.24% |
$32.9K - $33.1K
|
9.88K
$236K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.14K- 21.39% |
$75K - $75.3K
|
11.5K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-13.6K- 61.13% |
$325K - $326K
|
8.66K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.8K- 45.66% |
$735K - $738K
|
36.7K
$876K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
675+ 0.88% |
$16.1K - $16.2K
|
77.1K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$24.1K - $24.2K
|
1.01K
$24.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55.1K- 51.15% |
$1.31M - $1.32M
|
52.6K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.25K- 35.56% |
$125K - $126K
|
9.52K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58.1K- 86.41% |
$1.39M - $1.39M
|
9.14K
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-286K- 78.02% |
$6.81M - $6.84M
|
80.5K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-69- 2.4% |
$1.65K - $1.65K
|
2.81K
$67K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3KNew |
$71.6K - $71.9K
|
3K
$71.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
375+ 3.51% |
$8.94K - $8.98K
|
11.1K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27.1KNew |
$647K - $649K
|
27.1K
$647K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.3KNew |
$269K - $270K
|
11.3K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.5KNew |
$59.6K - $59.9K
|
2.5K
$59.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.74% |
$2.12K - $2.13K
|
12.1K
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7K- 30.04% |
$167K - $168K
|
16.3K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
188KNew |
$4.48M - $4.5M
|
188K
$4.48M
|
|