Latest Institutional Purchases of Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBTL) 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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
465K+ 28.1% |
$9.15M - $9.67M
|
2.12M
$42.2M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
254K+ 96.67% |
$5.01M - $5.29M
|
517K
$10.3M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
159K+ 549.1% |
$3.13M - $3.31M
|
188K
$3.74M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
112K+ 6.82% |
$2.2M - $2.32M
|
1.75M
$34.8M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
92.7KNew |
$1.83M - $1.93M
|
92.7K
$1.85M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80.6K+ 1345.12% |
$1.59M - $1.68M
|
86.6K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.1K+ 13.08% |
$1.44M - $1.52M
|
632K
$12.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 76.98% |
$1.29M - $1.37M
|
151K
$3M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.6KNew |
$1.12M - $1.18M
|
56.6K
$1.13M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43K+ 34.32% |
$847K - $895K
|
168K
$3.35M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
42.3K+ 39.65% |
$834K - $882K
|
149K
$2.97M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
41.3K+ 57.07% |
$814K - $860K
|
114K
$2.26M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.6K+ 41.98% |
$800K - $846K
|
137K
$2.73M
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
30.8K+ 14.09% |
$606K - $641K
|
249K
$4.96M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.3KNew |
$597K - $631K
|
30.3K
$603K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$455K - $480K
|
23.1K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.8KNew |
$389K - $411K
|
19.8K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.3K+ 6.0% |
$381K - $402K
|
342K
$6.8M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.3KNew |
$380K - $402K
|
19.3K
$384K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 63.12% |
$307K - $324K
|
40.2K
$801K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.4K+ 27.11% |
$265K - $280K
|
63K
$1.25M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$260K - $274K
|
13.2K
$262K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.3KNew |
$242K - $255K
|
12.3K
$244K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$227K - $239K
|
11.5K
$229K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10.4K+ 24.52% |
$205K - $217K
|
52.9K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.77K+ 56.37% |
$192K - $203K
|
27.1K
$539K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.72KNew |
$152K - $161K
|
7.72K
$154K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.02KNew |
$98.9K - $105K
|
5.02K
$99.9K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 23.47% |
$95.7K - $101K
|
25.5K
$508K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.4K+ 33.82% |
$86.6K - $91.5K
|
17.4K
$346K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 16.19% |
$80.9K - $85.5K
|
29.5K
$587K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 11.88% |
$67.3K - $71.1K
|
32.2K
$641K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.1K+ 2.1% |
$61.1K - $64.6K
|
151K
$3M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.05K+ 1.1% |
$60.1K - $63.6K
|
281K
$5.59M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$53.9K - $56.9K
|
2.73K
$54.4K
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.55K+ 3.66% |
$50.2K - $53K
|
72.2K
$1.44M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.54K+ 13.61% |
$49.9K - $52.8K
|
21.2K
$421K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.51K+ 2.47% |
$49.4K - $52.2K
|
104K
$2.07M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.21KNew |
$43.5K - $46K
|
2.21K
$43.9K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.65K+ 2.03% |
$32.5K - $34.4K
|
82.9K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.55K+ 22.68% |
$30.5K - $32.2K
|
8.37K
$167K
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.49K+ 1.27% |
$29.4K - $31K
|
119K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.15KNew |
$22.7K - $23.9K
|
1.15K
$22.9K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
951+ 4.47% |
$18.7K - $19.8K
|
22.2K
$443K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
825New |
$16.3K - $17.2K
|
825
$16.4K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
768+ 0.21% |
$15.1K - $16K
|
373K
$7.42M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
479+ 2.77% |
$9.44K - $9.97K
|
17.8K
$354K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
343New |
$6.76K - $7.14K
|
343
$6.83K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
133+ 1.22% |
$2.62K - $2.77K
|
11.1K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
122+ 1.18% |
$2.4K - $2.54K
|
10.5K
$209K
|