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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.2K+ 21.6% |
$411K - $414K
|
97K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37.2K- 15.72% |
$888K - $892K
|
199K
$4.76M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-37.8K- 50.16% |
$904K - $909K
|
37.6K
$898K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
244+ 0.82% |
$5.83K - $5.86K
|
30.1K
$719K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.26K+ 7.41% |
$53.8K - $54.1K
|
32.7K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-3.48K- 6.56% |
$83K - $83.5K
|
49.5K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-20.9K- 32.84% |
$499K - $501K
|
42.7K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.3% |
$1.58K - $1.58K
|
22K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-4.78K- 3.06% |
$114K - $115K
|
151K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36+ 0.27% |
$860 - $864
|
13.2K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
311New |
$7.43K - $7.47K
|
311
$7.42K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-14.6K- 24.66% |
$349K - $351K
|
44.7K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-22.5K- 69.34% |
$538K - $541K
|
9.97K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-4.09K- 22.38% |
$97.7K - $98.2K
|
14.2K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.24K- 6.33% |
$77.4K - $77.8K
|
48K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.1K- 22.36% |
$648K - $651K
|
94.2K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
2.92K+ 3.83% |
$69.6K - $70K
|
79.2K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-343- 2.34% |
$8.19K - $8.24K
|
14.3K
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.31K+ 4.42% |
$31.4K - $31.5K
|
31.1K
$741K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.21K- 7.29% |
$125K - $125K
|
66.3K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6.17K+ 2.19% |
$147K - $148K
|
288K
$6.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-29.7K- 5.58% |
$710K - $714K
|
503K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-7.72K- 28.36% |
$184K - $185K
|
19.5K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.17KNew |
$27.9K - $28.1K
|
1.17K
$27.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.73K- 16.66% |
$184K - $186K
|
38.6K
$922K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.43K+ 7.63% |
$106K - $106K
|
62.5K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
488+ 1.4% |
$11.7K - $11.7K
|
35.3K
$843K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-42.7K- 38.26% |
$1.02M - $1.03M
|
68.9K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.51KNew |
$108K - $108K
|
4.51K
$108K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.4K- 3.93% |
$486K - $489K
|
498K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.7K- 8.6% |
$1.07M - $1.07M
|
475K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-471K- 62.97% |
$11.2M - $11.3M
|
277K
$6.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
105+ 1.24% |
$2.51K - $2.52K
|
8.59K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-185K- 45.56% |
$4.42M - $4.44M
|
221K
$5.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.37K- 22.66% |
$152K - $153K
|
21.7K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.86K- 1.1% |
$92.1K - $92.6K
|
347K
$8.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.87K+ 19.22% |
$116K - $117K
|
30.2K
$721K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
904+ 4.26% |
$21.6K - $21.7K
|
22.1K
$528K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.76K- 3.61% |
$233K - $234K
|
261K
$6.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-137K- 11.09% |
$3.28M - $3.29M
|
1.1M
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-150K- 20.05% |
$3.59M - $3.61M
|
599K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
311+ 0.34% |
$7.43K - $7.47K
|
90.9K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-968- 3.58% |
$23.1K - $23.2K
|
26.1K
$622K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.2K+ 9.01% |
$244K - $245K
|
124K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
159+ 0.63% |
$3.8K - $3.82K
|
25.2K
$602K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
74+ 0.83% |
$1.77K - $1.78K
|
8.97K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-4.08K- 32.83% |
$97.5K - $98K
|
8.35K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-24.7K- 35.13% |
$590K - $594K
|
45.7K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-174- 0.03% |
$4.16K - $4.18K
|
508K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
446+ 0.56% |
$10.7K - $10.7K
|
80.6K
$1.92M
|