Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBTD) 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.25KClosed |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.8KClosed |
$0 - $318K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-44KClosed |
$0 - $1.09M
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-487K- 15.42% |
$0 - $12.1M
|
2.67M
$0
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-273K- 58.28% |
$0 - $6.78M
|
196K
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-146- 0.47% |
$0 - $3.63K
|
30.9K
$0
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 20.0% |
$24.7K - $24.8K
|
4K
$0
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
657KNew |
$16.2M - $16.3M
|
657K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.25KNew |
$105K - $106K
|
4.25K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.07K- 2.75% |
$175K - $176K
|
250K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223K- 20.3% |
$5.51M - $5.54M
|
877K
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-244K- 5.44% |
$6.03M - $6.06M
|
4.24M
$0
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-131K- 79.71% |
$3.24M - $3.26M
|
33.4K
$0
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.15K+ 3.43% |
$53.1K - $53.4K
|
64.8K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 1.14% |
$173 - $174
|
623
$0
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.1K- 17.52% |
$200K - $201K
|
38.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102K- 58.61% |
$2.51M - $2.53M
|
71.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.2K- 48.85% |
$448K - $451K
|
19K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.1K+ 37.25% |
$1.56M - $1.57M
|
232K
$0
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
243K+ 19.3% |
$5.99M - $6.02M
|
1.5M
$0
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 10.36% |
$4.94K - $4.97K
|
2.13K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.12K+ 3.78% |
$77K - $77.4K
|
85.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.2K- 57.05% |
$547K - $550K
|
16.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-248K- 96.23% |
$6.11M - $6.15M
|
9.69K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.7K+ 7.48% |
$1.4M - $1.41M
|
815K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 1.21% |
$198 - $199
|
669
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
417K+ 30.48% |
$10.3M - $10.4M
|
1.78M
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.33K- 5.8% |
$206K - $207K
|
135K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.11K- 10.68% |
$27.5K - $27.6K
|
9.31K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.48K+ 1141.2% |
$160K - $161K
|
7.05K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 30.26% |
$3.44M - $3.46M
|
600K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
466New |
$11.5K - $11.6K
|
466
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.53K+ 7.82% |
$37.8K - $38K
|
21.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$453K - $455K
|
18.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11M+ 6.44% |
$27.5M - $27.6M
|
18.4M
$0
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
159K+ 27.34% |
$3.92M - $3.94M
|
740K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
90.6K+ 67.71% |
$2.24M - $2.25M
|
224K
$0
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.4K+ 4.65% |
$429K - $431K
|
391K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1K+ 43.18% |
$594K - $597K
|
79.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-547K- 80.56% |
$13.5M - $13.6M
|
132K
$0
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
107K+ 4.19% |
$2.64M - $2.65M
|
2.66M
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66K+ 7.63% |
$1.63M - $1.64M
|
931K
$0
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.42K- 8.42% |
$35K - $35.2K
|
15.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
38.8K+ 14.84% |
$959K - $964K
|
300K
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22K- 12.84% |
$544K - $546K
|
149K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.49K+ 10.14% |
$36.7K - $36.9K
|
16.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.96K+ 4.37% |
$221K - $222K
|
214K
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
498+ 1.23% |
$12.3K - $12.4K
|
41.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31.7K+ 218.62% |
$784K - $788K
|
46.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 1.29% |
$420 - $422
|
1.34K
$0
|