Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.9K+ 135.64% |
$541K - $563K
|
43.3K
$963K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22K+ 12.04% |
$478K - $498K
|
205K
$4.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$283K - $295K
|
13.1K
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.19KNew |
$199K - $208K
|
9.19K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 22.62% |
$64.1K - $66.8K
|
16K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 25.25% |
$62.9K - $65.5K
|
14.4K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189New |
$4.1K - $4.27K
|
189
$4.21K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
20New |
$434 - $452
|
20
$445
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.45KNew |
$31.2K - $31.7K
|
1.45K
$32.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
150+ 1.39% |
$3.23K - $3.28K
|
11K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79New |
$1.7K - $1.73K
|
79
$1.76K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
558K+ 123.68% |
$12.2M - $12.4M
|
1.01M
$22.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.2KNew |
$572K - $585K
|
26.2K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 133.12% |
$297K - $303K
|
23.8K
$530K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.26KNew |
$49.2K - $50.4K
|
2.26K
$50.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.82KNew |
$39.7K - $40.7K
|
1.82K
$40.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.37K - $1.4K
|
63
$1.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$327 - $334
|
15
$334
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$243K - $254K
|
11.4K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.1KNew |
$214K - $224K
|
10.1K
$224K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.83KNew |
$209K - $219K
|
9.83K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
603New |
$12.8K - $13.4K
|
603
$13.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.08KNew |
$44.6K - $46.1K
|
2.08K
$46.3K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
81+ 0.88% |
$1.78K - $1.84K
|
9.24K
$206K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$230K - $240K
|
10.6K
$236K
|
|
| Q4 2022 | |||||||
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$259K - $272K
|
12.1K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.63KNew |
$34.9K - $36.6K
|
1.63K
$36.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$21.4K - $22.4K
|
1K
$22.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
773New |
$16.5K - $17.3K
|
773
$17.2K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
468KNew |
$10.4M - $11M
|
468K
$10.4M
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
50KNew |
$1.26M - $1.28M
|
50K
$1.11M
|
|