Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
562New |
$12.2K - $12.7K
|
562
$12.3K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20.1K+ 4.76% |
$436K - $455K
|
443K
$9.66M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
106KNew |
$2.3M - $2.39M
|
106K
$2.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14KNew |
$304K - $317K
|
14K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 25.25% |
$62.9K - $65.5K
|
14.4K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-294K- 99.86% |
$6.37M - $6.63M
|
422
$9.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
825K+ 399.98% |
$17.9M - $18.6M
|
1.03M
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 239.97% |
$571K - $594K
|
37.2K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.9K+ 45.45% |
$496K - $517K
|
73.1K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.6K- 4.42% |
$296K - $308K
|
295K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.8KNew |
$430K - $448K
|
19.8K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
70.1K+ 18.94% |
$1.52M - $1.59M
|
440K
$9.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.6K- 12.68% |
$772K - $804K
|
245K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
971K+ 1800.29% |
$21.1M - $21.9M
|
1.02M
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
184+ 0.17% |
$3.99K - $4.16K
|
109K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.85K- 26.42% |
$149K - $155K
|
19.1K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$282K - $294K
|
13K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 6.78% |
$966K - $1.01M
|
701K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12KNew |
$261K - $271K
|
12K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
810KNew |
$17.6M - $18.3M
|
810K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
272K+ 1171.25% |
$5.89M - $6.14M
|
295K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-76.4K- 68.7% |
$1.66M - $1.73M
|
34.8K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 8.18% |
$284K - $296K
|
173K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.7K+ 7.1% |
$1.01M - $1.06M
|
704K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.33KNew |
$28.9K - $30.1K
|
1.33K
$29K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.98K+ 9.69% |
$108K - $113K
|
56.4K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.99% |
$347 - $362
|
1.63K
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.4K+ 15.19% |
$594K - $619K
|
208K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.79K+ 11.5% |
$169K - $176K
|
75.6K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-81.2K- 35.56% |
$1.76M - $1.83M
|
147K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.73KNew |
$59.3K - $61.7K
|
2.73K
$59.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
99+ 0.29% |
$2.15K - $2.24K
|
34.5K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
188K+ 81.69% |
$4.08M - $4.25M
|
418K
$9.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-514- 2.06% |
$11.2K - $11.6K
|
24.5K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 16.98% |
$264K - $275K
|
83.9K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.6K+ 58.94% |
$687K - $715K
|
85.3K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
190K+ 13.15% |
$4.13M - $4.3M
|
1.64M
$35.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
192KNew |
$4.17M - $4.35M
|
192K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 1.78% |
$40.5K - $42.2K
|
107K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.17K+ 10.04% |
$25.4K - $26.4K
|
12.8K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.92K+ 6.93% |
$194K - $202K
|
138K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.75K+ 39.51% |
$59.6K - $62.1K
|
9.7K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81.8K+ 157.41% |
$1.77M - $1.85M
|
134K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 68.04% |
$300K - $312K
|
34.1K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
14.6K+ 1.9% |
$317K - $330K
|
781K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-261K- 95.48% |
$5.66M - $5.89M
|
12.4K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
460+ 24.77% |
$9.98K - $10.4K
|
2.32K
$50.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
50.1KNew |
$1.09M - $1.13M
|
50.1K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
202KNew |
$4.39M - $4.57M
|
202K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.6KNew |
$1.14M - $1.19M
|
52.6K
$1.15M
|