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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
63+ 0.72% |
$1.5K - $1.51K
|
8.76K
$210K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.22K - $1.22K
|
51
$1.22K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
49+ 0.68% |
$1.17K - $1.17K
|
7.26K
$174K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39+ 0.18% |
$930 - $934
|
21.9K
$524K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.16% |
$501 - $503
|
13.2K
$316K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.32% |
$286 - $287
|
3.8K
$91K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 3.55% |
$262 - $263
|
321
$7.7K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.68% |
$95.4 - $95.8
|
589
$14.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
82.7KNew |
$1.96M - $1.98M
|
82.7K
$1.98M
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
64.2KNew |
$1.52M - $1.53M
|
64.2K
$1.54M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
53KNew |
$1.26M - $1.27M
|
53K
$1.27M
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
35.7K+ 340.1% |
$848K - $853K
|
46.2K
$1.11M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.1K+ 22.15% |
$525K - $529K
|
122K
$2.92M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20KNew |
$476K - $479K
|
20K
$481K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
16.8KNew |
$398K - $401K
|
16.8K
$402K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$313K - $315K
|
13.2K
$316K
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.8KNew |
$280K - $282K
|
11.8K
$283K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.6K+ 106.66% |
$252K - $253K
|
20.5K
$492K
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.58KNew |
$204K - $205K
|
8.58K
$206K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.39KNew |
$199K - $200K
|
8.39K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
7.2KNew |
$171K - $172K
|
7.2K
$173K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.44K+ 1.57% |
$153K - $154K
|
418K
$10M
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.04K+ 15.19% |
$120K - $121K
|
38.2K
$916K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$83.2K - $83.7K
|
3.5K
$84K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.47K+ 13.1% |
$82.3K - $82.9K
|
29.9K
$718K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.07KNew |
$72.9K - $73.4K
|
3.07K
$73.6K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.94KNew |
$69.8K - $70.3K
|
2.94K
$70.5K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.78KNew |
$66K - $66.5K
|
2.78K
$66.7K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$59.4K - $59.8K
|
2.5K
$60K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.47K+ 14.42% |
$58.6K - $59K
|
19.6K
$470K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.51K+ 8.42% |
$36K - $36.2K
|
19.5K
$468K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02KNew |
$24.2K - $24.4K
|
1.02K
$24.5K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
210New |
$4.99K - $5.02K
|
210
$5.04K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
187New |
$4.44K - $4.47K
|
187
$4.48K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93+ 1328.57% |
$2.21K - $2.22K
|
100
$2.4K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
46New |
$1.09K - $1.1K
|
46
$1.1K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
87.7K+ 16.62% |
$2.08M - $2.09M
|
615K
$14.7M
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
72.6K+ 29.15% |
$1.72M - $1.73M
|
322K
$7.72M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
44.5KNew |
$1.06M - $1.06M
|
44.5K
$1.07M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
34.6KNew |
$821K - $826K
|
34.6K
$830K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
22KNew |
$521K - $524K
|
22K
$526K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
18.9KNew |
$449K - $451K
|
18.9K
$454K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.9KNew |
$449K - $451K
|
18.9K
$454K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.9KNew |
$354K - $356K
|
14.9K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.4KNew |
$199K - $200K
|
8.4K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9KNew |
$45K - $45.2K
|
1.9K
$45.5K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.89K+ 90.7% |
$44.9K - $45.1K
|
3.98K
$95.4K
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
822+ 9.3% |
$19.5K - $19.6K
|
9.66K
$232K
|