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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 5.97% |
$32.2K - $33.5K
|
26.3K
$575K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 18.47% |
$308K - $321K
|
91.1K
$1.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.19KNew |
$199K - $208K
|
9.19K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10KNew |
$217K - $226K
|
10K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.24K+ 33.58% |
$135K - $141K
|
24.8K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
49.9KNew |
$1.08M - $1.13M
|
49.9K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.53K+ 14.36% |
$33.1K - $34.5K
|
12.2K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.19K+ 46.42% |
$199K - $208K
|
29K
$632K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.1K+ 30.17% |
$67.4K - $70.2K
|
13.4K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36.9K+ 10.89% |
$802K - $835K
|
376K
$8.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
70.2K+ 7.47% |
$1.52M - $1.59M
|
1.01M
$22M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
30.7K+ 8.15% |
$667K - $694K
|
408K
$8.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
18.1K+ 4.4% |
$394K - $410K
|
430K
$9.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
101+ 0.64% |
$2.19K - $2.28K
|
15.9K
$346K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.1K- 14.93% |
$370K - $386K
|
97.3K
$2.12M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
782New |
$16.8K - $17.1K
|
782
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-470- 35.74% |
$10.1K - $10.3K
|
845
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2K+ 30.87% |
$219K - $223K
|
43.2K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-20.6K- 97.83% |
$442K - $450K
|
456
$9.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79New |
$1.7K - $1.73K
|
79
$1.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$26K - $26.5K
|
1.21K
$26.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 72.03% |
$47.3K - $48.1K
|
5.25K
$114K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
235+ 3.6% |
$5.05K - $5.14K
|
6.77K
$148K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15K- 49.22% |
$322K - $328K
|
15.5K
$337K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
118K+ 24.18% |
$2.53M - $2.58M
|
605K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.45KNew |
$31.2K - $31.7K
|
1.45K
$31.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.56K+ 9.51% |
$33.4K - $34K
|
17.9K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.8K+ 104.94% |
$813K - $827K
|
73.8K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
150+ 1.39% |
$3.23K - $3.28K
|
11K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-241- 5.85% |
$5.18K - $5.27K
|
3.88K
$84.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
503+ 4.76% |
$10.8K - $11K
|
11.1K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.37KNew |
$202K - $205K
|
9.37K
$204K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
102New |
$2.19K - $2.23K
|
102
$2.23K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$327 - $334
|
15
$327
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.26KNew |
$49.2K - $50.4K
|
2.26K
$49.3K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.5KNew |
$1.36M - $1.39M
|
62.5K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 133.12% |
$297K - $303K
|
23.8K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.8KNew |
$279K - $285K
|
12.8K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.42K+ 21.78% |
$74.6K - $76.3K
|
19.1K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
558K+ 123.68% |
$12.2M - $12.4M
|
1.01M
$22M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.37K - $1.4K
|
63
$1.37K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.2KNew |
$572K - $585K
|
26.2K
$573K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.97K+ 21.15% |
$108K - $111K
|
28.5K
$621K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.82KNew |
$39.7K - $40.7K
|
1.82K
$39.8K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
97+ 3.34% |
$2.11K - $2.16K
|
3K
$65.4K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-238K- 34.9% |
$5.06M - $5.3M
|
444K
$9.69M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-500Closed |
$10.6K - $11.1K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-251K- 34.63% |
$5.34M - $5.59M
|
474K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.1KNew |
$214K - $224K
|
10.1K
$220K
|
|