Latest Institutional Transactions on Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2030 Ter (IBTK) 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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
771+ 4.84% |
$14.7K - $15.6K
|
16.7K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 7.45% |
$688 - $726
|
519
$10.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
371+ 3.1% |
$7.09K - $7.49K
|
12.3K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$627K - $663K
|
32.8K
$645K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
196New |
$3.75K - $3.96K
|
196
$3.85K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2K- 14.68% |
$38.2K - $40.4K
|
11.6K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6New |
$115 - $121
|
6
$118
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
571New |
$10.9K - $11.5K
|
571
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.7K- 7.41% |
$567K - $599K
|
371K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 9.93% |
$179K - $189K
|
104K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
36.9K+ 13.67% |
$705K - $745K
|
307K
$6.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 1.16% |
$363 - $383
|
1.62K
$31.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-7.34K- 30.44% |
$140K - $148K
|
16.8K
$329K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-860- 3.41% |
$16.2K - $16.7K
|
24.3K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
259New |
$4.88K - $5.02K
|
259
$5.08K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.54KNew |
$47.9K - $49.3K
|
2.54K
$49.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.25KNew |
$23.6K - $24.2K
|
1.25K
$24.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
366New |
$6.9K - $7.09K
|
366
$7.18K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.2K- 54.0% |
$380K - $391K
|
17.2K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1K- 6.51% |
$18.9K - $19.4K
|
14.4K
$282K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.5KNew |
$67.3K - $69.2K
|
3.5K
$68.7K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.7K+ 132.55% |
$378K - $389K
|
34.5K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.16K- 4.9% |
$118K - $122K
|
119K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$1.36K - $1.4K
|
71
$1.39K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 24.59% |
$21.1K - $21.8K
|
5.57K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.4KNew |
$412K - $424K
|
21.4K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$7.69K - $7.91K
|
400
$7.85K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$306K - $315K
|
15.9K
$312K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
301KNew |
$5.56M - $5.96M
|
301K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
558New |
$10.3K - $11K
|
558
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3KNew |
$301K - $323K
|
16.3K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.3KNew |
$559K - $599K
|
30.3K
$595K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.05KNew |
$19.4K - $20.8K
|
1.05K
$20.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
27KNew |
$498K - $534K
|
27K
$530K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.2KNew |
$206K - $221K
|
11.2K
$219K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226New |
$4.26K - $4.47K
|
226
$4.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.35KNew |
$44.3K - $46.5K
|
2.35K
$46.2K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-50.5K- 57.94% |
$971K - $1.03M
|
36.6K
$719K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
11.9KNew |
$228K - $242K
|
11.9K
$233K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
153KNew |
$2.92M - $3.1M
|
153K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-55.4K- 31.73% |
$1.05M - $1.12M
|
119K
$2.34M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60.8K+ 289.41% |
$1.18M - $1.3M
|
81.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
48.6K+ 290.54% |
$941K - $1.04M
|
65.4K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
914New |
$17.7K - $19.6K
|
914
$17.9K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.31KClosed |
$46.1K - $50.1K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
850KNew |
$17M - $18.5M
|
850K
$16.7M
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-50KClosed |
$1.17M - $1.2M
|
0
$0
|
|