Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBTL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.3KNew |
$597K - $631K
|
30.3K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
41.3K+ 57.07% |
$814K - $860K
|
114K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
343New |
$6.76K - $7.14K
|
343
$6.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.51K+ 2.47% |
$49.4K - $52.2K
|
104K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
133+ 1.22% |
$2.62K - $2.77K
|
11.1K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80.6K+ 1345.12% |
$1.59M - $1.68M
|
86.6K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
42.3K+ 39.65% |
$834K - $882K
|
149K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.15KNew |
$22.7K - $23.9K
|
1.15K
$23.2K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-27- 38.03% |
$532 - $562
|
44
$887
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
479+ 2.77% |
$9.44K - $9.97K
|
17.8K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.2K- 4.71% |
$477K - $504K
|
490K
$9.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$260K - $274K
|
13.2K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.55K+ 22.68% |
$30.5K - $32.2K
|
8.37K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$227K - $239K
|
11.5K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
159K+ 549.1% |
$3.13M - $3.31M
|
188K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.75K- 21.06% |
$93.5K - $98.8K
|
17.8K
$359K
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
304New |
$6.01K - $6.38K
|
304
$6.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.06K- 7.67% |
$21K - $22.3K
|
12.8K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.8KNew |
$1.5M - $1.59M
|
75.8K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84New |
$1.66K - $1.76K
|
84
$1.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.6KNew |
$228K - $243K
|
11.6K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55+ 7.9% |
$1.09K - $1.15K
|
751
$15.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9KNew |
$215K - $229K
|
10.9K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
826New |
$16.3K - $17.3K
|
826
$16.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$19.8 - $21
|
1
$20.2
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3KNew |
$222K - $236K
|
11.3K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$178 - $189
|
32.9K
$662K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 13.48% |
$287K - $305K
|
122K
$2.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37.4KNew |
$739K - $784K
|
37.4K
$753K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.86K+ 8.6% |
$114K - $118K
|
74K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
729+ 3.84% |
$14.2K - $14.7K
|
19.7K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.45KNew |
$47.9K - $49.3K
|
2.45K
$49.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
76.8KNew |
$1.5M - $1.55M
|
76.8K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
354New |
$6.9K - $7.12K
|
354
$7.14K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-150- 2.76% |
$2.93K - $3.02K
|
5.28K
$106K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.94K- 60.76% |
$78.5K - $81.2K
|
2.54K
$51.2K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$598 - $619
|
30
$605
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.6KNew |
$491K - $508K
|
24.6K
$497K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
7.5KNew |
$150K - $155K
|
7.5K
$151K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.2K- 83.33% |
$22.8K - $24.8K
|
240
$4.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
906KNew |
$17.2M - $18.7M
|
906K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.02KNew |
$19.4K - $21K
|
1.02K
$20.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
26.2KNew |
$498K - $541K
|
26.2K
$528K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.26KNew |
$44.1K - $46.9K
|
2.26K
$45.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-26.3K- 52.72% |
$513K - $544K
|
23.6K
$475K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.28KNew |
$25K - $26.5K
|
1.28K
$25.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$4.52K - $4.71K
|
220
$4.44K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-69K- 83.13% |
$1.39M - $1.47M
|
14K
$282K
|
|
| Q3 2022 | |||||||
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
117KNew |
$2.37M - $2.65M
|
117K
$2.36M
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
620New |
$13K - $14.2K
|
620
$12.5K
|
|