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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
16New |
$306 - $321
|
16
$316
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$627K - $663K
|
32.8K
$648K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 9.93% |
$179K - $189K
|
104K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
771+ 4.84% |
$14.7K - $15.6K
|
16.7K
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
571New |
$10.9K - $11.5K
|
571
$11.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
196New |
$3.75K - $3.96K
|
196
$3.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.61K - $1.7K
|
84
$1.66K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 7.45% |
$688 - $726
|
519
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6New |
$115 - $121
|
6
$118
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.54KNew |
$47.9K - $49.3K
|
2.54K
$50.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.25KNew |
$23.6K - $24.2K
|
1.25K
$24.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
259New |
$4.88K - $5.02K
|
259
$5.11K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.4KNew |
$412K - $424K
|
21.4K
$423K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$306K - $315K
|
15.9K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 24.59% |
$21.1K - $21.8K
|
5.57K
$110K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$1.36K - $1.4K
|
71
$1.4K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
301KNew |
$5.56M - $5.96M
|
301K
$5.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.3KNew |
$559K - $599K
|
30.3K
$598K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
27KNew |
$498K - $534K
|
27K
$533K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.2KNew |
$206K - $221K
|
11.2K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.05KNew |
$19.4K - $20.8K
|
1.05K
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
558New |
$10.3K - $11K
|
558
$11K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.35KNew |
$44.3K - $46.5K
|
2.35K
$46.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226New |
$4.26K - $4.47K
|
226
$4.46K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
11.9KNew |
$228K - $242K
|
11.9K
$234K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
153KNew |
$2.92M - $3.1M
|
153K
$3.03M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60.8K+ 289.41% |
$1.18M - $1.3M
|
81.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
48.6K+ 290.54% |
$941K - $1.04M
|
65.4K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
914New |
$17.7K - $19.6K
|
914
$18K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
850KNew |
$17M - $18.5M
|
850K
$16.8M
|
|