Latest Institutional Purchases of Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2032 Ter (IBTM) 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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.6KNew |
$986K - $1.05M
|
44.6K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$226K - $240K
|
10.2K
$235K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$193K - $205K
|
8.73K
$200K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.47KNew |
$98.9K - $105K
|
4.47K
$103K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$33.2K - $35.2K
|
1.5K
$34.4K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
733New |
$16.2K - $17.2K
|
733
$16.8K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24KNew |
$532K - $569K
|
24K
$550K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 5.98% |
$465K - $496K
|
371K
$8.52M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$280K - $299K
|
12.6K
$290K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.02KNew |
$200K - $214K
|
9.02K
$207K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.9KNew |
$109K - $116K
|
4.9K
$113K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
311+ 7.12% |
$6.9K - $7.37K
|
4.68K
$107K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269New |
$5.97K - $6.38K
|
269
$6.17K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
202New |
$4.48K - $4.79K
|
202
$4.64K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
74New |
$1.64K - $1.75K
|
74
$1.7K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$47.7K - $49.4K
|
2.18K
$50.1K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.5K - $25.4K
|
1.12K
$25.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
84New |
$1.84K - $1.9K
|
84
$1.93K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.6KNew |
$461K - $477K
|
20.6K
$472K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
6.67KNew |
$150K - $155K
|
6.67K
$153K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$20.2K - $20.9K
|
900
$20.7K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
758New |
$17K - $17.6K
|
758
$17.4K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
644New |
$14.4K - $14.9K
|
644
$14.8K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$605 - $626
|
27
$620
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.9KNew |
$275K - $300K
|
12.9K
$296K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
907New |
$19.4K - $21.1K
|
907
$20.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
622New |
$13.3K - $14.5K
|
622
$14.3K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 68.02% |
$422K - $450K
|
47.6K
$1.09M
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
517New |
$12K - $12.5K
|
517
$11.9K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
500New |
$11.6K - $12.1K
|
500
$11.5K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.45K+ 11.03% |
$55.7K - $59K
|
24.7K
$566K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
128KNew |
$2.86M - $3.06M
|
128K
$2.93M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
106KNew |
$2.37M - $2.53M
|
106K
$2.43M
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
517New |
$11.6K - $12.4K
|
517
$11.9K
|