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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
501+ 60.07% |
$11.9K - $11.9K
|
1.34K
$32K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
408New |
$9.68K - $9.73K
|
408
$9.78K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
326New |
$7.73K - $7.78K
|
326
$7.82K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
218+ 43.6% |
$5.17K - $5.2K
|
718
$17.2K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
197New |
$4.67K - $4.7K
|
197
$4.72K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
172New |
$4.08K - $4.1K
|
172
$4.12K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
168New |
$3.98K - $4.01K
|
168
$4.03K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17+ 0.09% |
$403 - $405
|
19.1K
$458K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79MNew |
$42.5M - $42.9M
|
1.79M
$42.9M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
23K+ 44.33% |
$546K - $551K
|
74.7K
$1.79M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
17KNew |
$403K - $407K
|
17K
$406K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
11K+ 98.99% |
$262K - $264K
|
22.1K
$531K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3K+ 4768.25% |
$71.4K - $72.1K
|
3.07K
$73.5K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.05K+ 2.41% |
$48.7K - $49.2K
|
87.2K
$2.09M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.69K+ 2970.18% |
$40.2K - $40.6K
|
1.75K
$42K
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
348+ 2.28% |
$8.27K - $8.36K
|
15.6K
$375K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
259+ 8.88% |
$6.16K - $6.22K
|
3.18K
$76.2K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57+ 1.04% |
$1.35K - $1.37K
|
5.55K
$133K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
81.6KNew |
$1.93M - $1.97M
|
81.6K
$1.96M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.8KNew |
$1.37M - $1.39M
|
57.8K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
45.7KNew |
$1.08M - $1.1M
|
45.7K
$1.1M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.1KNew |
$287K - $292K
|
12.1K
$290K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.7KNew |
$254K - $258K
|
10.7K
$257K
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.76KNew |
$207K - $211K
|
8.76K
$210K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.41KNew |
$199K - $203K
|
8.41K
$202K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.03KNew |
$166K - $169K
|
7.03K
$169K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.25KNew |
$77K - $78.4K
|
3.25K
$78K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23.7K - $24.1K
|
1K
$24K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
270+ 2.29% |
$6.39K - $6.5K
|
12.1K
$289K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
194New |
$4.59K - $4.67K
|
194
$4.65K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
50New |
$1.18K - $1.2K
|
50
$1.2K
|
|
Q4 2022 | |||||||
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83.7KNew |
$1.99M - $2M
|
83.7K
$2.01M
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
72.1KNew |
$1.71M - $1.73M
|
72.1K
$1.73M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
30.9K+ 16.07% |
$733K - $740K
|
223K
$5.35M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
27.4KNew |
$650K - $656K
|
27.4K
$657K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.54KNew |
$226K - $229K
|
9.54K
$229K
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8.6KNew |
$204K - $206K
|
8.6K
$206K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.65K+ 24.83% |
$158K - $159K
|
33.4K
$801K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.18KNew |
$147K - $148K
|
6.18K
$148K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.87K+ 54.39% |
$139K - $141K
|
16.7K
$400K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.79K+ 5.44% |
$66.1K - $66.7K
|
54K
$1.3M
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$56.4K - $56.9K
|
2.38K
$57K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.5KNew |
$35.6K - $35.9K
|
1.5K
$36K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$35K - $35.4K
|
1.48K
$35.4K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.47KNew |
$34.9K - $35.2K
|
1.47K
$35.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$260K - $266K
|
10.9K
$261K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.4KNew |
$201K - $206K
|
8.4K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
610+ 3.86% |
$14.6K - $14.9K
|
16.4K
$393K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
428New |
$10.2K - $10.5K
|
428
$10.3K
|