Latest Institutional Purchases of Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.7KNew |
$210K - $218K
|
10.7K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
280New |
$5.47K - $5.69K
|
280
$5.75K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$455K - $480K
|
23.1K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.02KNew |
$98.9K - $105K
|
5.02K
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.15KNew |
$22.7K - $23.9K
|
1.15K
$23.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
825New |
$16.3K - $17.2K
|
825
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
479+ 2.77% |
$9.44K - $9.97K
|
17.8K
$366K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37.4KNew |
$739K - $784K
|
37.4K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3KNew |
$222K - $236K
|
11.3K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9KNew |
$215K - $229K
|
10.9K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
826New |
$16.3K - $17.3K
|
826
$17K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.66K - $1.76K
|
84
$1.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$178 - $189
|
32.9K
$675K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$19.8 - $21
|
1
$20.6
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.45KNew |
$47.9K - $49.3K
|
2.45K
$50.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
729+ 3.84% |
$14.2K - $14.7K
|
19.7K
$405K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.6KNew |
$491K - $508K
|
24.6K
$506K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
7.5KNew |
$150K - $155K
|
7.5K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$598 - $619
|
30
$617
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
906KNew |
$17.2M - $18.7M
|
906K
$18.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
26.2KNew |
$498K - $541K
|
26.2K
$538K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.02KNew |
$19.4K - $21K
|
1.02K
$20.9K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.26KNew |
$44.1K - $46.9K
|
2.26K
$46.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.28KNew |
$25K - $26.5K
|
1.28K
$26.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$4.52K - $4.71K
|
220
$4.52K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
620New |
$13K - $14.2K
|
620
$12.7K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
50KNew |
$1.24M - $1.27M
|
50K
$1.03M
|
|