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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 35.16% |
$57.9K - $61.4K
|
2.53K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 46.34% |
$4.01K - $4.26K
|
300
$12.9K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.41% |
$929 - $986
|
5.34K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83KNew |
$204K - $216K
|
4.83K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 0.48% |
$101K - $107K
|
505K
$21.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55New |
$2.32K - $2.46K
|
55
$2.37K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$103K - $107K
|
2.49K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 1.69% |
$5.89K - $6.09K
|
8.52K
$367K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
834New |
$35.3K - $36.3K
|
834
$35.9K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 5.88% |
$122K - $126K
|
52K
$2.24M
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
744New |
$29.7K - $32.5K
|
744
$32K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57New |
$2.28K - $2.49K
|
57
$2.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.09M - $2.28M
|
52.3K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$11.3K - $12.3K
|
283
$12.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.67% |
$39.9 - $43.6
|
61
$2.63K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-412- 63.09% |
$16.4K - $18K
|
241
$10.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-691K- 96.85% |
$27.6M - $30.1M
|
22.5K
$967K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-488- 8.38% |
$20K - $21.1K
|
5.34K
$230K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
637+ 13.53% |
$26.1K - $27.6K
|
5.35K
$230K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.12K- 37.53% |
$292K - $308K
|
11.9K
$510K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.68K- 47.14% |
$192K - $203K
|
5.25K
$226K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
908New |
$38.9K - $40.1K
|
908
$39.1K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.16K- 3.86% |
$49.1K - $51.8K
|
28.9K
$1.25M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
500New |
$20.5K - $22K
|
500
$21.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
299New |
$12.3K - $13.1K
|
299
$12.9K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.3KNew |
$300K - $321K
|
7.3K
$314K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
150+ 517.24% |
$6.28K - $6.92K
|
179
$7.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155+ 2.12% |
$6.49K - $7.15K
|
7.46K
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
161+ 0.88% |
$6.74K - $7.43K
|
18.5K
$794K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
950New |
$39.8K - $43.8K
|
950
$40.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.89KNew |
$256K - $278K
|
5.89K
$254K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-284Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-133KClosed |
$5.77M - $6.26M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$21.7K - $23.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-5.68KClosed |
$247K - $268K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-89.7KClosed |
$3.9M - $4.23M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.41KClosed |
$192K - $208K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.11KClosed |
$193K - $206K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-164- 16.47% |
$7.69K - $8.22K
|
832
$35.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-68.7K- 98.32% |
$3.22M - $3.44M
|
1.17K
$50.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.34KClosed |
$204K - $218K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.31K+ 29.32% |
$61.2K - $65.4K
|
5.76K
$248K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.34KClosed |
$470K - $478K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.85KClosed |
$244K - $248K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-127KClosed |
$6.41M - $6.53M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-13.1KClosed |
$660K - $672K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11New |
$554 - $564
|
11
$473
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-228Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-398Closed |
$20.4K - $20.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.71KClosed |
$240K - $242K
|
0
$0
|
|