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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
66+ 11.0% |
$1.57K - $1.58K
|
666
$15.9K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.2K- 10.96% |
$52.5K - $52.7K
|
17.9K
$427K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.8K+ 100.47% |
$306K - $308K
|
25.6K
$612K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15K- 40.74% |
$358K - $360K
|
21.9K
$522K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
593KNew |
$14.1M - $14.2M
|
593K
$14.2M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-4.47K- 12.01% |
$106K - $107K
|
32.7K
$781K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02KNew |
$24.2K - $24.4K
|
1.02K
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.51K+ 8.42% |
$36K - $36.2K
|
19.5K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20KNew |
$476K - $479K
|
20K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
7.2KNew |
$171K - $172K
|
7.2K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
210New |
$4.99K - $5.02K
|
210
$5.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-370K- 97.01% |
$8.78M - $8.84M
|
11.4K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
64.2KNew |
$1.52M - $1.53M
|
64.2K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$59.4K - $59.8K
|
2.5K
$59.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-80.8K- 89.5% |
$1.92M - $1.93M
|
9.49K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-88.4K- 86.3% |
$2.1M - $2.11M
|
14K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.07KNew |
$72.9K - $73.4K
|
3.07K
$73.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.4K- 3.05% |
$105K - $105K
|
140K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
53KNew |
$1.26M - $1.27M
|
53K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
16.8KNew |
$398K - $401K
|
16.8K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.56K- 0.78% |
$37K - $37.3K
|
198K
$4.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.8KNew |
$280K - $282K
|
11.8K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
82.7KNew |
$1.96M - $1.98M
|
82.7K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148K- 88.09% |
$3.51M - $3.53M
|
20K
$477K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 6.84% |
$34.7K - $34.9K
|
19.9K
$475K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$313K - $315K
|
13.2K
$315K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
187New |
$4.44K - $4.47K
|
187
$4.46K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$83.2K - $83.7K
|
3.5K
$83.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.94KNew |
$69.8K - $70.3K
|
2.94K
$70.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.1K+ 22.15% |
$525K - $529K
|
122K
$2.91M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.21M- 85.25% |
$76.1M - $76.6M
|
556K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
44.5KNew |
$1.06M - $1.06M
|
44.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-41.7KClosed |
$989K - $995K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9KNew |
$45K - $45.2K
|
1.9K
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.4KNew |
$199K - $200K
|
8.4K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
22KNew |
$521K - $524K
|
22K
$524K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
172New |
$4.08K - $4.1K
|
172
$4.11K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-67- 0.47% |
$1.59K - $1.6K
|
14.2K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
197New |
$4.67K - $4.7K
|
197
$4.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-296K- 25.58% |
$7.03M - $7.07M
|
862K
$20.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
822+ 9.3% |
$19.5K - $19.6K
|
9.66K
$230K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
168New |
$3.98K - $4.01K
|
168
$4.01K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
218+ 43.6% |
$5.17K - $5.2K
|
718
$17.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-122K- 93.18% |
$2.89M - $2.91M
|
8.92K
$213K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
408New |
$9.68K - $9.73K
|
408
$9.74K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17+ 0.09% |
$403 - $405
|
19.1K
$455K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.9KNew |
$449K - $451K
|
18.9K
$452K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
18.9KNew |
$449K - $451K
|
18.9K
$452K
|
|