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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$250K - $251K
|
10.5K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.91KNew |
$236K - $238K
|
9.91K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.73KNew |
$232K - $233K
|
9.73K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.15KNew |
$123K - $124K
|
5.15K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.32K+ 22.2% |
$55.3K - $55.6K
|
12.8K
$305K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.15KNew |
$27.5K - $27.7K
|
1.15K
$27.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
936New |
$22.3K - $22.4K
|
936
$22.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
660+ 3.57% |
$15.7K - $15.8K
|
19.2K
$457K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
595New |
$14.2K - $14.3K
|
595
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
500+ 3.72% |
$11.9K - $12K
|
13.9K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
460+ 1.0% |
$11K - $11K
|
46.6K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
210New |
$5.01K - $5.04K
|
210
$5.01K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
196New |
$4.67K - $4.7K
|
196
$4.68K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
94New |
$2.24K - $2.25K
|
94
$2.24K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
73+ 0.13% |
$1.74K - $1.75K
|
54.8K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$1.31K - $1.32K
|
55
$1.31K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 2.15% |
$1.03K - $1.03K
|
2.04K
$48.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
21New |
$501 - $504
|
21
$501
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 3.43% |
$262 - $264
|
332
$7.92K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
188KNew |
$4.48M - $4.5M
|
188K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
63.2K+ 294.6% |
$1.51M - $1.51M
|
84.7K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27.1KNew |
$647K - $649K
|
27.1K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.7KNew |
$446K - $448K
|
18.7K
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.8K+ 100.47% |
$306K - $308K
|
25.6K
$612K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.3KNew |
$269K - $270K
|
11.3K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.04KNew |
$216K - $216K
|
9.04K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.13K+ 19.54% |
$194K - $195K
|
49.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.48K+ 11.53% |
$83.1K - $83.4K
|
33.7K
$804K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3KNew |
$71.6K - $71.9K
|
3K
$71.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.5KNew |
$59.6K - $59.9K
|
2.5K
$59.7K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.38K+ 16.24% |
$32.9K - $33.1K
|
9.88K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$24.1K - $24.2K
|
1.01K
$24.1K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
965New |
$23K - $23.1K
|
965
$23K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
675+ 0.88% |
$16.1K - $16.2K
|
77.1K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
375+ 3.51% |
$8.94K - $8.98K
|
11.1K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.74% |
$2.12K - $2.13K
|
12.1K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
66+ 11.0% |
$1.57K - $1.58K
|
666
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.22K - $1.22K
|
51
$1.22K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
593KNew |
$14.1M - $14.2M
|
593K
$14.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
82.7KNew |
$1.96M - $1.98M
|
82.7K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
64.2KNew |
$1.52M - $1.53M
|
64.2K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
53KNew |
$1.26M - $1.27M
|
53K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.1K+ 22.15% |
$525K - $529K
|
122K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20KNew |
$476K - $479K
|
20K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
16.8KNew |
$398K - $401K
|
16.8K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$313K - $315K
|
13.2K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.8KNew |
$280K - $282K
|
11.8K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
7.2KNew |
$171K - $172K
|
7.2K
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$83.2K - $83.7K
|
3.5K
$83.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.07KNew |
$72.9K - $73.4K
|
3.07K
$73.3K
|
|