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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
50.9K+ 79.42% |
$1.1M - $1.15M
|
115K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.5K+ 35.56% |
$1.68M - $1.75M
|
296K
$6.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25.3K+ 46.28% |
$550K - $573K
|
80.1K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
220+ 0.97% |
$4.77K - $4.97K
|
22.9K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-855- 5.51% |
$18.6K - $19.3K
|
14.7K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
198K+ 114.89% |
$4.29M - $4.47M
|
370K
$8.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 22.62% |
$64.1K - $66.8K
|
16K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17K+ 14.24% |
$368K - $383K
|
136K
$2.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
22.5K+ 26.11% |
$487K - $507K
|
108K
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.9K+ 94.12% |
$411K - $428K
|
39K
$851K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
20New |
$434 - $452
|
20
$436
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.4KNew |
$334K - $348K
|
15.4K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19.2K+ 13.39% |
$417K - $434K
|
163K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.41K+ 13.9% |
$30.5K - $31.8K
|
11.5K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-6.8K- 26.16% |
$148K - $154K
|
19.2K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$283K - $295K
|
13.1K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.9K+ 135.64% |
$541K - $563K
|
43.3K
$945K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.03K- 5.52% |
$44.1K - $45.9K
|
34.8K
$760K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61K+ 1.75% |
$34.9K - $36.4K
|
93.6K
$2.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
679+ 2.01% |
$14.7K - $15.3K
|
34.4K
$752K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.25K+ 450.0% |
$48.8K - $50.9K
|
2.75K
$60K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189New |
$4.1K - $4.27K
|
189
$4.12K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.11K+ 9.12% |
$24.2K - $25.2K
|
13.3K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.2K- 93.15% |
$655K - $682K
|
2.22K
$48.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2.54K- 25.05% |
$55.1K - $57.4K
|
7.6K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.18K+ 33.58% |
$156K - $162K
|
28.5K
$623K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 67.56% |
$346K - $360K
|
39.5K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.8K+ 18.81% |
$235K - $245K
|
68.5K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.41K+ 33.19% |
$52.2K - $54.4K
|
9.66K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.05K- 4.82% |
$88K - $91.6K
|
80K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
510+ 7.99% |
$11.1K - $11.5K
|
6.89K
$150K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$43.4 - $45.2
|
3.35K
$73.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 2.31% |
$25.7K - $26.7K
|
52.3K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
12KNew |
$260K - $270K
|
12K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.3K+ 33.05% |
$1M - $1.05M
|
186K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
953New |
$20.7K - $21.5K
|
953
$20.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.89K+ 13.89% |
$84.3K - $87.8K
|
31.9K
$695K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
33.5K+ 17.69% |
$726K - $756K
|
223K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 2.27% |
$272K - $283K
|
565K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22K+ 12.04% |
$478K - $498K
|
205K
$4.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.1K+ 6.7% |
$1.3M - $1.36M
|
957K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-72K- 17.98% |
$1.56M - $1.63M
|
328K
$7.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.3K+ 3.36% |
$549K - $572K
|
779K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
278K+ 321.14% |
$6.04M - $6.29M
|
365K
$7.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.01% |
$304 - $316
|
139K
$3.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.4K+ 14.01% |
$725K - $755K
|
272K
$5.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-37.6K- 29.55% |
$817K - $851K
|
89.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.06K+ 35.16% |
$153K - $160K
|
27.1K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
166+ 1.17% |
$3.6K - $3.75K
|
14.4K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.5K- 3.76% |
$228K - $237K
|
269K
$5.87M
|