Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
190+ 0.17% |
$4.09K - $4.16K
|
109K
$2.45M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 40.89% |
$448K - $456K
|
71.7K
$1.62M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-940K- 80.46% |
$20.2M - $20.6M
|
228K
$5.15M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
782New |
$16.8K - $17.1K
|
782
$17.6K
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
27.5K+ 3.72% |
$591K - $601K
|
766K
$17.3M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 25.45% |
$227K - $231K
|
51.9K
$1.17M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.87K- 1.37% |
$61.6K - $62.7K
|
206K
$4.65M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 30.61% |
$3.31M - $3.37M
|
657K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 4.49% |
$284K - $289K
|
281K
$6.33M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.74K+ 15.98% |
$102K - $104K
|
34.4K
$775K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
463+ 2.04% |
$9.96K - $10.1K
|
23.2K
$523K
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-470- 35.74% |
$10.1K - $10.3K
|
845
$19.1K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.3K+ 16.59% |
$394K - $401K
|
129K
$2.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.0% |
$344 - $350
|
1.62K
$36.4K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.8K+ 5.89% |
$60.2K - $61.2K
|
50.3K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
94.2K+ 555.58% |
$2.03M - $2.06M
|
111K
$2.51M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2K+ 30.87% |
$219K - $223K
|
43.2K
$974K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16+ 0.06% |
$344 - $350
|
25.9K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.17K+ 2.86% |
$176K - $179K
|
294K
$6.63M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
293K+ 80.8% |
$6.31M - $6.42M
|
657K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
60.7K+ 34.14% |
$1.31M - $1.33M
|
239K
$5.38M
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
22.7KNew |
$488K - $496K
|
22.7K
$511K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.22K+ 83.23% |
$198K - $202K
|
20.3K
$458K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.3K+ 103.27% |
$587K - $597K
|
53.7K
$1.21M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-622- 3.85% |
$13.4K - $13.6K
|
15.5K
$350K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.31K+ 13.24% |
$136K - $138K
|
53.9K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 1.49% |
$456K - $463K
|
1.45M
$32.6M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
477+ 4.55% |
$10.3K - $10.4K
|
11K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12- 0.1% |
$258 - $263
|
11.7K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
44.5K+ 13.64% |
$956K - $973K
|
370K
$8.35M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-20.6K- 97.83% |
$442K - $450K
|
456
$10.3K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.35K+ 41.72% |
$158K - $161K
|
25K
$563K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79New |
$1.7K - $1.73K
|
79
$1.78K
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
67.8KNew |
$1.46M - $1.48M
|
67.8K
$1.53M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$26K - $26.5K
|
1.21K
$27.3K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
129K+ 128.58% |
$2.78M - $2.83M
|
230K
$5.19M
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.7K+ 29.6% |
$251K - $255K
|
51.1K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 300.42% |
$2.78M - $2.82M
|
172K
$3.88M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23.5K+ 57.73% |
$504K - $513K
|
64.1K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 72.03% |
$47.3K - $48.1K
|
5.25K
$118K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.7K+ 10.65% |
$639K - $650K
|
308K
$6.96M
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
54.8KNew |
$1.18M - $1.2M
|
54.8K
$1.23M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 25.79% |
$962K - $978K
|
218K
$4.92M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
127KNew |
$2.74M - $2.79M
|
127K
$2.87M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
261K+ 2110.5% |
$5.61M - $5.7M
|
273K
$6.16M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.4K+ 306.35% |
$30.1K - $30.6K
|
1.86K
$41.9K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34.5K+ 32.71% |
$743K - $755K
|
140K
$3.16M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
423KNew |
$9.09M - $9.25M
|
423K
$9.53M
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.34K+ 1.3% |
$28.9K - $29.4K
|
105K
$2.37M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
118K+ 24.18% |
$2.53M - $2.58M
|
605K
$13.6M
|