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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$47.6K - $50.3K
|
2.49K
$48.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2K- 14.68% |
$38.2K - $40.4K
|
11.6K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.82K+ 9.14% |
$130K - $138K
|
81.5K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.44K+ 1.37% |
$27.4K - $29K
|
106K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.57K+ 6.11% |
$145K - $153K
|
131K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7K+ 14.69% |
$204K - $215K
|
83.3K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6New |
$115 - $121
|
6
$117
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
571New |
$10.9K - $11.5K
|
571
$11.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 9.93% |
$179K - $189K
|
104K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.7K- 7.41% |
$567K - $599K
|
371K
$7.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4K+ 73.75% |
$830K - $876K
|
102K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
36.9K+ 13.67% |
$705K - $745K
|
307K
$5.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34KNew |
$650K - $686K
|
34K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5K+ 3.33% |
$201K - $212K
|
326K
$6.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.78K- 7.74% |
$72.2K - $76.3K
|
45K
$878K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 9.59% |
$23.8K - $25.1K
|
14.2K
$277K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
22.8K+ 78.45% |
$435K - $459K
|
51.8K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 1.16% |
$363 - $383
|
1.62K
$31.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.26K+ 10.69% |
$43.1K - $45.5K
|
23.4K
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.11K+ 844.22% |
$155K - $164K
|
9.07K
$177K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
20K+ 5.71% |
$382K - $403K
|
370K
$7.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
58.5K+ 6.08% |
$1.12M - $1.18M
|
1.02M
$19.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.3KNew |
$255K - $269K
|
13.3K
$260K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-7.34K- 30.44% |
$140K - $148K
|
16.8K
$327K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.82K+ 0.34% |
$34.8K - $36.7K
|
542K
$10.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 3.99% |
$39K - $41.2K
|
53.2K
$1.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
270KNew |
$5.15M - $5.44M
|
270K
$5.26M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-860- 3.41% |
$16.2K - $16.7K
|
24.3K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
259New |
$4.88K - $5.02K
|
259
$5.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.54KNew |
$47.9K - $49.3K
|
2.54K
$49.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.25KNew |
$23.6K - $24.2K
|
1.25K
$24.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
366New |
$6.9K - $7.09K
|
366
$7.14K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.2K- 54.0% |
$380K - $391K
|
17.2K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1K- 6.51% |
$18.9K - $19.4K
|
14.4K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.8K+ 121.22% |
$713K - $733K
|
69K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 33.64% |
$174K - $178K
|
36.6K
$713K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.7K+ 132.55% |
$378K - $389K
|
34.5K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.16K- 4.9% |
$118K - $122K
|
119K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6KNew |
$415K - $427K
|
21.6K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.5KNew |
$67.3K - $69.2K
|
3.5K
$68.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$1.36K - $1.4K
|
71
$1.38K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 24.59% |
$21.1K - $21.8K
|
5.57K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.4KNew |
$412K - $424K
|
21.4K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-85- 3.84% |
$1.63K - $1.68K
|
2.13K
$41.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$7.69K - $7.91K
|
400
$7.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$306K - $315K
|
15.9K
$310K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
27+ 4.5% |
$519 - $534
|
627
$12.2K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
17.7K+ 4.49% |
$326K - $350K
|
411K
$8.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
301KNew |
$5.56M - $5.96M
|
301K
$5.87M
|
|