Latest Institutional Purchases of Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2024 Ter (IBTE) 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, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.51K+ 1.11% |
$60K - $60.3K
|
229K
$5.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.46K+ 1.55% |
$58.7K - $59.1K
|
161K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.26K+ 7.41% |
$53.8K - $54.1K
|
32.7K
$781K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.98K+ 1.46% |
$47.3K - $47.6K
|
138K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.71KNew |
$40.9K - $41.1K
|
1.71K
$40.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.67K+ 19.43% |
$39.8K - $40K
|
10.3K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.67K+ 18.93% |
$39.8K - $40K
|
10.5K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$34K - $34.2K
|
1.42K
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.35K+ 1.5% |
$32.3K - $32.4K
|
91.3K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 0.56% |
$31.9K - $32.1K
|
239K
$5.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.31K+ 4.42% |
$31.4K - $31.5K
|
31.1K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 0.29% |
$28.8K - $29K
|
423K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.17KNew |
$27.9K - $28.1K
|
1.17K
$27.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 4.92% |
$24.4K - $24.5K
|
21.8K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 5.4% |
$24.2K - $24.4K
|
19.8K
$473K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1K+ 2.32% |
$24K - $24.1K
|
44.2K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
954+ 0.47% |
$22.8K - $22.9K
|
203K
$4.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
904+ 4.26% |
$21.6K - $21.7K
|
22.1K
$528K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
857+ 1.08% |
$20.5K - $20.6K
|
80.1K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
488+ 1.4% |
$11.7K - $11.7K
|
35.3K
$843K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
447New |
$10.7K - $10.7K
|
447
$10.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
446+ 0.56% |
$10.7K - $10.7K
|
80.6K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
423+ 0.83% |
$10.1K - $10.2K
|
51.5K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
311New |
$7.43K - $7.47K
|
311
$7.42K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
311+ 0.34% |
$7.43K - $7.47K
|
90.9K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
309+ 1.28% |
$7.38K - $7.42K
|
24.5K
$586K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
272New |
$6.5K - $6.53K
|
272
$6.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
266+ 2.73% |
$6.35K - $6.39K
|
9.99K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
244+ 0.82% |
$5.83K - $5.86K
|
30.1K
$719K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
159+ 0.63% |
$3.8K - $3.82K
|
25.2K
$602K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
152+ 1.24% |
$3.63K - $3.65K
|
12.4K
$296K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
137+ 1.23% |
$3.27K - $3.29K
|
11.3K
$269K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
122+ 0.84% |
$2.91K - $2.93K
|
14.6K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
111+ 0.58% |
$2.65K - $2.67K
|
19.4K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
105+ 1.24% |
$2.51K - $2.52K
|
8.59K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
101+ 0.12% |
$2.41K - $2.43K
|
82.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.39K - $2.4K
|
100
$2.39K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
74+ 0.83% |
$1.77K - $1.78K
|
8.97K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
68+ 0.16% |
$1.62K - $1.63K
|
42.8K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 1.24% |
$1.62K - $1.63K
|
5.53K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.3% |
$1.58K - $1.58K
|
22K
$525K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38+ 0.59% |
$907 - $912
|
6.43K
$153K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36+ 0.27% |
$860 - $864
|
13.2K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
34+ 566.67% |
$812 - $816
|
40
$955
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 0.55% |
$501 - $504
|
3.84K
$91.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.34% |
$191 - $192
|
604
$14.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.01% |
$47.8 - $48
|
14.4K
$343K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
101KNew |
$2.42M - $2.43M
|
101K
$2.42M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
35.4K+ 11.59% |
$844K - $849K
|
341K
$8.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 1.83% |
$299K - $301K
|
697K
$16.6M
|
|