Latest Institutional Transactions on Ishares Tr (IMTB)
This table provides information on the latest institutional transactions involving Ishares Tr (IMTB) 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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
163KNew |
$6.88M - $7.23M
|
163K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.4KNew |
$355K - $373K
|
8.4K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.33K+ 167.67% |
$183K - $193K
|
6.91K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
160New |
$6.77K - $7.11K
|
160
$6.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.49% |
$3.38K - $3.56K
|
673
$28.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 16.86% |
$36.5K - $38.3K
|
5.98K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
615+ 7.9% |
$26K - $27.3K
|
8.4K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
216KNew |
$9.15M - $9.61M
|
216K
$9.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
603+ 12.91% |
$25.5K - $26.8K
|
5.28K
$225K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
518+ 2.44% |
$21.9K - $23.2K
|
21.7K
$927K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
14.8K+ 3.57% |
$624K - $662K
|
429K
$18.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8+ 0.06% |
$338 - $358
|
12.8K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.9K- 11.69% |
$249K - $264K
|
44.5K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 35.16% |
$57.9K - $61.4K
|
2.53K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262K+ 77.19% |
$11.1M - $11.7M
|
601K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 19.68% |
$682K - $723K
|
98.1K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.1K+ 95.91% |
$3.47M - $3.68M
|
168K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.4K- 8.49% |
$186K - $197K
|
47.5K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 46.34% |
$4.01K - $4.26K
|
300
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.33K+ 64.74% |
$98.5K - $104K
|
5.93K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$42.2 - $44.8
|
1
$42.7
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09K+ 18.05% |
$88.4K - $93.8K
|
13.7K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.1K- 1.6% |
$766K - $812K
|
1.11M
$47.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 58.91% |
$1.7M - $1.8M
|
108K
$4.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.74K- 5.63% |
$115K - $123K
|
45.9K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70+ 0.45% |
$2.96K - $3.14K
|
15.5K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$500K - $530K
|
11.8K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.41% |
$929 - $986
|
5.34K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 4.26% |
$802 - $851
|
465
$19.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-13K- 31.73% |
$548K - $581K
|
27.9K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-635- 4.81% |
$26.8K - $28.4K
|
12.6K
$537K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83KNew |
$204K - $216K
|
4.83K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.33K+ 6.88% |
$394K - $418K
|
145K
$6.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 0.48% |
$101K - $107K
|
505K
$21.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.48K+ 6.56% |
$316K - $335K
|
122K
$5.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55New |
$2.32K - $2.46K
|
55
$2.35K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.5K- 85.65% |
$1.68M - $1.74M
|
6.78K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 1.69% |
$5.89K - $6.09K
|
8.52K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$103K - $107K
|
2.49K
$106K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.22% |
$41.5 - $42.9
|
46
$1.96K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 55.67% |
$44.8K - $46.4K
|
860
$36.7K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
834New |
$35.3K - $36.3K
|
834
$35.6K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.53K+ 25.85% |
$403K - $414K
|
46.4K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 5.88% |
$122K - $126K
|
52K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-388- 3.14% |
$16.4K - $16.9K
|
12K
$511K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
744New |
$29.7K - $32.5K
|
744
$31.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57New |
$2.28K - $2.49K
|
57
$2.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.09M - $2.28M
|
52.3K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$405K - $443K
|
10.1K
$433K
|
|