Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-286K- 78.02% |
$6.81M - $6.84M
|
80.5K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58.1K- 86.41% |
$1.39M - $1.39M
|
9.14K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55.1K- 51.15% |
$1.31M - $1.32M
|
52.6K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.8K- 45.66% |
$735K - $738K
|
36.7K
$878K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-18.9K- 1.25% |
$450K - $452K
|
1.49M
$35.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15K- 40.74% |
$358K - $360K
|
21.9K
$523K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-13.6K- 61.13% |
$325K - $326K
|
8.66K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7KClosed |
$302K - $303K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.8K- 20.32% |
$258K - $259K
|
42.4K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7K- 30.04% |
$167K - $168K
|
16.3K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.25K- 35.56% |
$125K - $126K
|
9.52K
$228K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.14K- 21.39% |
$75K - $75.3K
|
11.5K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.07K- 93.73% |
$73.1K - $73.5K
|
205
$4.91K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.2K- 10.96% |
$52.5K - $52.7K
|
17.9K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-69- 2.4% |
$1.65K - $1.65K
|
2.81K
$67.2K
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-9- 0.01% |
$215 - $216
|
83.6K
$2M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-370K- 97.01% |
$8.78M - $8.84M
|
11.4K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148K- 88.09% |
$3.51M - $3.53M
|
20K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-88.4K- 86.3% |
$2.1M - $2.11M
|
14K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-80.8K- 89.5% |
$1.92M - $1.93M
|
9.49K
$227K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-4.47K- 12.01% |
$106K - $107K
|
32.7K
$783K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.4K- 3.05% |
$105K - $105K
|
140K
$3.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.56K- 0.78% |
$37K - $37.3K
|
198K
$4.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 6.84% |
$34.7K - $34.9K
|
19.9K
$476K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.21M- 85.25% |
$76.1M - $76.6M
|
556K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-296K- 25.58% |
$7.03M - $7.07M
|
862K
$20.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-122K- 93.18% |
$2.89M - $2.91M
|
8.92K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-41.7KClosed |
$989K - $995K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-67- 0.47% |
$1.59K - $1.6K
|
14.2K
$340K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.01K- 3.15% |
$23.9K - $24.3K
|
31K
$742K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-17.3KClosed |
$418K - $427K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-980- 3.86% |
$24.9K - $25.2K
|
24.4K
$584K
|
|