Latest Institutional Purchases of Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2030 Ter (IBTK) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
59.2K+ 5.81% |
$1.13M - $1.19M
|
1.08M
$20.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
53.8K+ 14.54% |
$1.03M - $1.08M
|
424K
$8.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 37.05% |
$377K - $395K
|
72.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.2K+ 14.61% |
$367K - $385K
|
151K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
18.5KNew |
$353K - $370K
|
18.5K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
15.9K+ 4.87% |
$303K - $318K
|
342K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.5KNew |
$258K - $270K
|
13.5K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
8K+ 15.46% |
$153K - $160K
|
59.8K
$1.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
6.16K+ 1.57% |
$118K - $124K
|
400K
$7.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.43K+ 2.01% |
$104K - $109K
|
275K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
5.21K+ 0.96% |
$99.5K - $104K
|
547K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 24.65% |
$66.9K - $70.2K
|
17.7K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 2.17% |
$48.9K - $51.2K
|
121K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.5K+ 6.84% |
$47.8K - $50.1K
|
39.1K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.2KNew |
$22.9K - $24K
|
1.2K
$23K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
275+ 43.86% |
$5.26K - $5.51K
|
902
$17.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
108K+ 80.44% |
$2.06M - $2.18M
|
242K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.8K+ 4.24% |
$1.54M - $1.63M
|
1.99M
$38.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4K+ 73.75% |
$830K - $876K
|
102K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
43K+ 115.44% |
$821K - $867K
|
80.2K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 5.93% |
$712K - $752K
|
666K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
36.9K+ 13.67% |
$705K - $745K
|
307K
$5.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34KNew |
$650K - $686K
|
34K
$653K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$627K - $663K
|
32.8K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.3K+ 78.7% |
$502K - $530K
|
59.6K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
26.1K+ 19.97% |
$498K - $526K
|
157K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 14.24% |
$473K - $499K
|
199K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
24.5K+ 39.57% |
$468K - $495K
|
86.4K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 3.36% |
$335K - $354K
|
538K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15.5K+ 5.55% |
$297K - $313K
|
295K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.5KNew |
$258K - $273K
|
13.5K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.3KNew |
$255K - $269K
|
13.3K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.8K+ 46.04% |
$226K - $238K
|
37.4K
$719K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11.2K+ 11.87% |
$214K - $226K
|
105K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7K+ 14.69% |
$204K - $215K
|
83.3K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3K+ 27.99% |
$196K - $207K
|
47K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.1K+ 13.61% |
$194K - $205K
|
84.7K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 9.93% |
$179K - $189K
|
104K
$1.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.11K+ 844.22% |
$155K - $164K
|
9.07K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61K+ 41.74% |
$126K - $133K
|
22.5K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.55K+ 25.0% |
$125K - $132K
|
32.7K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.49K+ 29.7% |
$124K - $131K
|
28.3K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.26K+ 8.37% |
$100K - $106K
|
68K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.03K+ 7.48% |
$96.1K - $101K
|
72.2K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.07KNew |
$58.6K - $61.9K
|
3.07K
$58.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$47.6K - $50.3K
|
2.49K
$47.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.06K+ 1.72% |
$39.3K - $41.5K
|
122K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.95K+ 27.95% |
$37.3K - $39.4K
|
8.93K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.81K+ 7.33% |
$34.6K - $36.6K
|
26.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.53K+ 4.93% |
$29.3K - $30.9K
|
32.6K
$627K
|
|