Latest Institutional Transactions on Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2024 Ter (IBTE) 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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-466K- 21.02% |
$11.1M - $11.2M
|
1.75M
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.1K- 12.76% |
$2.25M - $2.26M
|
644K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-362K- 62.15% |
$8.64M - $8.69M
|
220K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.32K+ 2.34% |
$127K - $128K
|
233K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 3.79% |
$250K - $251K
|
287K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.49KNew |
$131K - $132K
|
5.49K
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.67K- 0.92% |
$63.8K - $64.2K
|
289K
$6.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
43.9K+ 40.62% |
$1.05M - $1.05M
|
152K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.5K- 18.74% |
$1.14M - $1.14M
|
206K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-191- 1.59% |
$4.56K - $4.59K
|
11.8K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
35.5K+ 4.08% |
$849K - $853K
|
906K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-32.9K- 31.62% |
$786K - $790K
|
71.1K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.23K- 8.15% |
$125K - $125K
|
58.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.39K+ 6.92% |
$105K - $105K
|
67.7K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.62K- 1.36% |
$158K - $159K
|
480K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
53.5K+ 14.44% |
$1.28M - $1.28M
|
424K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
101+ 0.12% |
$2.41K - $2.43K
|
82.8K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.67K+ 18.93% |
$39.8K - $40K
|
10.5K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-95.8K- 73.88% |
$2.29M - $2.3M
|
33.8K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.3K+ 8.63% |
$675K - $678K
|
356K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
34+ 566.67% |
$812 - $816
|
40
$955
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.09K+ 10.83% |
$73.7K - $74.1K
|
31.6K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.58K- 28.66% |
$205K - $206K
|
21.4K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.33K+ 14.39% |
$79.5K - $80K
|
26.5K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.35K+ 1.5% |
$32.3K - $32.4K
|
91.3K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
15.1K+ 2.13% |
$360K - $362K
|
723K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.9K+ 85.18% |
$738K - $742K
|
67.2K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.22KNew |
$220K - $221K
|
9.22K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 16.88% |
$79.3K - $79.7K
|
16.3K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.69K- 5.3% |
$136K - $137K
|
102K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-74- 2.4% |
$1.77K - $1.78K
|
3K
$71.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-37.7K- 17.17% |
$900K - $905K
|
182K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
160KNew |
$3.83M - $3.85M
|
160K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.72K- 4.15% |
$41.2K - $41.4K
|
39.9K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.93K- 4.34% |
$69.9K - $70.3K
|
64.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6K+ 31.32% |
$254K - $256K
|
44.6K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
111+ 0.58% |
$2.65K - $2.67K
|
19.4K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 99.92% |
$29.9K - $30K
|
1
$23.9
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 0.56% |
$31.9K - $32.1K
|
239K
$5.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-235K- 11.04% |
$5.61M - $5.64M
|
1.89M
$45.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-83- 0.58% |
$1.98K - $1.99K
|
14.3K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
16.5KNew |
$393K - $395K
|
16.5K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 0.55% |
$501 - $504
|
3.84K
$91.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-320- 0.51% |
$7.64K - $7.68K
|
62.3K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.28K- 0.73% |
$30.6K - $30.8K
|
174K
$4.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44.6K+ 5.4% |
$1.07M - $1.07M
|
871K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
68+ 0.16% |
$1.62K - $1.63K
|
42.8K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
857+ 1.08% |
$20.5K - $20.6K
|
80.1K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-8.14K- 3.67% |
$194K - $195K
|
214K
$5.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.68K- 28.12% |
$112K - $112K
|
12K
$286K
|