Latest Institutional Purchases of Ishares Tr (IMTB)
This list provides information on the latest institutional transactions involving Ishares Tr (IMTB) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.5KNew |
$2.69M - $2.78M
|
62.5K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
42.7K+ 91.86% |
$1.83M - $1.9M
|
89.1K
$3.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 6.43% |
$1.61M - $1.66M
|
618K
$27.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.6K+ 10.09% |
$1.23M - $1.27M
|
312K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.2K+ 40.39% |
$697K - $722K
|
56.4K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
14.6K+ 3.19% |
$627K - $649K
|
472K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.2K+ 71.25% |
$611K - $633K
|
34.2K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.7K+ 10.49% |
$587K - $608K
|
144K
$6.35M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.65K+ 65.42% |
$415K - $429K
|
24.4K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.96K+ 4.51% |
$299K - $310K
|
161K
$7.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.86K+ 10.3% |
$295K - $306K
|
73.5K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.8K+ 48.6% |
$292K - $303K
|
20.8K
$917K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.55K+ 6.6% |
$196K - $203K
|
73.5K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.34K+ 14.93% |
$187K - $193K
|
33.4K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.41K+ 0.29% |
$147K - $152K
|
1.17M
$51.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91K+ 55.02% |
$125K - $129K
|
8.19K
$362K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$21.5K - $22.3K
|
500
$22.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
308+ 3.45% |
$13.2K - $13.7K
|
9.25K
$408K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
293New |
$12.6K - $13K
|
293
$12.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 2.01% |
$9.28K - $9.62K
|
11K
$485K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
192New |
$8.25K - $8.55K
|
192
$8.48K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45+ 0.37% |
$1.93K - $2K
|
12.2K
$539K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.21% |
$387 - $401
|
750
$33.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3New |
$129 - $134
|
3
$132
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43 - $44.5
|
1
$44.2
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.5K+ 40.84% |
$871K - $894K
|
70.6K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.59KNew |
$323K - $331K
|
7.59K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
45+ 15.0% |
$1.91K - $1.96K
|
345
$15.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.13% |
$42.5 - $43.6
|
48
$2.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
7.1KNew |
$298K - $309K
|
7.1K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.47KNew |
$271K - $281K
|
6.47K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.01KNew |
$42.2K - $43.8K
|
1.01K
$44.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
900New |
$37.7K - $39.1K
|
900
$39.7K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.4KNew |
$1.54M - $1.62M
|
36.4K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.26KNew |
$95.4K - $100K
|
2.26K
$99.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.25K+ 1.85% |
$94.9K - $99.8K
|
124K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36KNew |
$57.6K - $60.5K
|
1.36K
$60.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 10.69% |
$45.9K - $48.2K
|
11.2K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 16.86% |
$36.5K - $38.3K
|
5.98K
$264K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
603+ 12.91% |
$25.5K - $26.8K
|
5.28K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.49% |
$3.38K - $3.56K
|
673
$29.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
77+ 9.23% |
$3.26K - $3.42K
|
911
$40.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
38New |
$1.61K - $1.69K
|
38
$1.68K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83KNew |
$204K - $216K
|
4.83K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 0.48% |
$101K - $107K
|
505K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55New |
$2.32K - $2.46K
|
55
$2.43K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.41% |
$929 - $986
|
5.34K
$236K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$103K - $107K
|
2.49K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 1.69% |
$5.89K - $6.09K
|
8.52K
$376K
|
|