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 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
501+ 60.07% |
$11.9K - $11.9K
|
1.34K
$31.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
34.6KNew |
$821K - $826K
|
34.6K
$826K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
259+ 8.88% |
$6.16K - $6.22K
|
3.18K
$75.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.69K+ 2970.18% |
$40.2K - $40.6K
|
1.75K
$41.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57+ 1.04% |
$1.35K - $1.37K
|
5.55K
$132K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79MNew |
$42.5M - $42.9M
|
1.79M
$42.7M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
348+ 2.28% |
$8.27K - $8.36K
|
15.6K
$373K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
23K+ 44.33% |
$546K - $551K
|
74.7K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
11K+ 98.99% |
$262K - $264K
|
22.1K
$528K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
17KNew |
$403K - $407K
|
17K
$405K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23.7K - $24.1K
|
1K
$23.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
194New |
$4.59K - $4.67K
|
194
$4.63K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.7KNew |
$254K - $258K
|
10.7K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
45.7KNew |
$1.08M - $1.1M
|
45.7K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.1KNew |
$287K - $292K
|
12.1K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.03KNew |
$166K - $169K
|
7.03K
$168K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
50New |
$1.18K - $1.2K
|
50
$1.19K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.25KNew |
$77K - $78.4K
|
3.25K
$77.7K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
270+ 2.29% |
$6.39K - $6.5K
|
12.1K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.01K- 3.15% |
$23.9K - $24.3K
|
31K
$740K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.41KNew |
$199K - $203K
|
8.41K
$201K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.76KNew |
$207K - $211K
|
8.76K
$209K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
81.6KNew |
$1.93M - $1.97M
|
81.6K
$1.95M
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83.7KNew |
$1.99M - $2M
|
83.7K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.18KNew |
$147K - $148K
|
6.18K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8.6KNew |
$204K - $206K
|
8.6K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.47KNew |
$34.9K - $35.2K
|
1.47K
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
27.4KNew |
$650K - $656K
|
27.4K
$654K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$56.4K - $56.9K
|
2.38K
$56.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.65K+ 24.83% |
$158K - $159K
|
33.4K
$797K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.87K+ 54.39% |
$139K - $141K
|
16.7K
$398K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.5KNew |
$35.6K - $35.9K
|
1.5K
$35.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.79K+ 5.44% |
$66.1K - $66.7K
|
54K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.54KNew |
$226K - $229K
|
9.54K
$228K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
30.9K+ 16.07% |
$733K - $740K
|
223K
$5.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
72.1KNew |
$1.71M - $1.73M
|
72.1K
$1.72M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$35K - $35.4K
|
1.48K
$35.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
610+ 3.86% |
$14.6K - $14.9K
|
16.4K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$260K - $266K
|
10.9K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
428New |
$10.2K - $10.5K
|
428
$10.2K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.4KNew |
$201K - $206K
|
8.4K
$201K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-17.3KClosed |
$418K - $427K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$60.5K - $61.7K
|
2.5K
$59.7K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.1KNew |
$26.6K - $27.1K
|
1.1K
$26.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
496KNew |
$12M - $12.2M
|
496K
$11.8M
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-980- 3.86% |
$24.9K - $25.2K
|
24.4K
$582K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.5K+ 62.5% |
$64.2K - $64.5K
|
6.5K
$155K
|
|