Latest Institutional Transactions on Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2030 Ter (IBTK) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.06K- 7.39% |
$20.2K - $21.3K
|
13.3K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.5KNew |
$258K - $273K
|
13.5K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 0.93% |
$19.6K - $20.7K
|
111K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.81K+ 7.33% |
$34.6K - $36.6K
|
26.5K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
426+ 4.07% |
$8.14K - $8.6K
|
10.9K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.21K- 32.01% |
$42.3K - $44.7K
|
4.7K
$91.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.3K+ 78.7% |
$502K - $530K
|
59.6K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-122- 0.79% |
$2.33K - $2.46K
|
15.2K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15.5K+ 5.55% |
$297K - $313K
|
295K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
355+ 0.75% |
$6.78K - $7.16K
|
47.8K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-532- 2.97% |
$10.2K - $10.7K
|
17.4K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
582+ 0.46% |
$11.1K - $11.7K
|
126K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55K- 12.97% |
$67.7K - $71.5K
|
23.8K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.32K- 17.42% |
$44.4K - $46.9K
|
11K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-356- 0.14% |
$6.8K - $7.18K
|
254K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3K+ 27.99% |
$196K - $207K
|
47K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-98.8K- 87.89% |
$1.89M - $1.99M
|
13.6K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.26K+ 8.37% |
$100K - $106K
|
68K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 5.93% |
$712K - $752K
|
666K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.53K+ 4.93% |
$29.3K - $30.9K
|
32.6K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.03K+ 7.48% |
$96.1K - $101K
|
72.2K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
108K+ 80.44% |
$2.06M - $2.18M
|
242K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.95K+ 27.95% |
$37.3K - $39.4K
|
8.93K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.07KNew |
$58.6K - $61.9K
|
3.07K
$59.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.49K- 11.68% |
$181K - $192K
|
71.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.8K+ 4.24% |
$1.54M - $1.63M
|
1.99M
$38.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.55K+ 25.0% |
$125K - $132K
|
32.7K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.1K+ 13.61% |
$194K - $205K
|
84.7K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 14.24% |
$473K - $499K
|
199K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.49K+ 29.7% |
$124K - $131K
|
28.3K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.61K - $1.7K
|
84
$1.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.8K+ 46.04% |
$226K - $238K
|
37.4K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.29K+ 5.86% |
$24.6K - $26K
|
23.2K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.06K+ 1.72% |
$39.3K - $41.5K
|
122K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61K+ 41.74% |
$126K - $133K
|
22.5K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
824+ 51.76% |
$15.7K - $16.6K
|
2.42K
$47.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
24.5K+ 39.57% |
$468K - $495K
|
86.4K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.6K- 1.67% |
$49.8K - $52.5K
|
153K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
771+ 4.84% |
$14.7K - $15.6K
|
16.7K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 0.98% |
$401 - $424
|
2.16K
$42K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
43K+ 115.44% |
$821K - $867K
|
80.2K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11.2K+ 11.87% |
$214K - $226K
|
105K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 7.45% |
$688 - $726
|
519
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 3.36% |
$335K - $354K
|
538K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
261+ 1.04% |
$4.99K - $5.27K
|
25.5K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
26.1K+ 19.97% |
$498K - $526K
|
157K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
371+ 3.1% |
$7.09K - $7.49K
|
12.3K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$627K - $663K
|
32.8K
$640K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.35K+ 2.03% |
$44.9K - $47.5K
|
118K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
196New |
$3.75K - $3.96K
|
196
$3.82K
|