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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
216KNew |
$9.15M - $9.61M
|
216K
$9.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
163KNew |
$6.88M - $7.23M
|
163K
$6.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.6KNew |
$575K - $604K
|
13.6K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.4KNew |
$355K - $373K
|
8.4K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.3K+ 5.73% |
$351K - $369K
|
153K
$6.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
6.61K+ 1.54% |
$279K - $294K
|
435K
$18.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.33K+ 167.67% |
$183K - $193K
|
6.91K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 29.35% |
$147K - $154K
|
15.3K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.31K+ 11.84% |
$140K - $147K
|
31.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 10.69% |
$45.9K - $48.2K
|
11.2K
$479K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 16.86% |
$36.5K - $38.3K
|
5.98K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
615+ 7.9% |
$26K - $27.3K
|
8.4K
$358K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
603+ 12.91% |
$25.5K - $26.8K
|
5.28K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
160New |
$6.77K - $7.11K
|
160
$6.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.49% |
$3.38K - $3.56K
|
673
$28.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262K+ 77.19% |
$11.1M - $11.7M
|
601K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.1K+ 95.91% |
$3.47M - $3.68M
|
168K
$7.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 58.91% |
$1.7M - $1.8M
|
108K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 19.68% |
$682K - $723K
|
98.1K
$4.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.48K+ 6.56% |
$316K - $335K
|
122K
$5.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83KNew |
$204K - $216K
|
4.83K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 0.48% |
$101K - $107K
|
505K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.33K+ 64.74% |
$98.5K - $104K
|
5.93K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09K+ 18.05% |
$88.4K - $93.8K
|
13.7K
$584K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
518+ 2.44% |
$21.9K - $23.2K
|
21.7K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 46.34% |
$4.01K - $4.26K
|
300
$12.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70+ 0.45% |
$2.96K - $3.14K
|
15.5K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55New |
$2.32K - $2.46K
|
55
$2.34K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.41% |
$929 - $986
|
5.34K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 4.26% |
$802 - $851
|
465
$19.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8+ 0.06% |
$338 - $358
|
12.8K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$42.2 - $44.8
|
1
$42.6
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$103K - $107K
|
2.49K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 1.69% |
$5.89K - $6.09K
|
8.52K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.22% |
$41.5 - $42.9
|
46
$1.96K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.53K+ 25.85% |
$403K - $414K
|
46.4K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 5.88% |
$122K - $126K
|
52K
$2.22M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
834New |
$35.3K - $36.3K
|
834
$35.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.09M - $2.28M
|
52.3K
$2.23M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
744New |
$29.7K - $32.5K
|
744
$31.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$11.3K - $12.3K
|
283
$12.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57New |
$2.28K - $2.49K
|
57
$2.43K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.67% |
$39.9 - $43.6
|
61
$2.6K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
900New |
$36.9K - $39K
|
900
$38.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
637+ 13.53% |
$26.1K - $27.6K
|
5.35K
$228K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
908New |
$38.9K - $40.1K
|
908
$38.7K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.3KNew |
$300K - $321K
|
7.3K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
500New |
$20.5K - $22K
|
500
$21.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
299New |
$12.3K - $13.1K
|
299
$12.7K
|
|