Latest Institutional Purchases of Ishares Tr (IMTB)
This list provides information on the latest institutional transactions involving Ishares Tr (IMTB) 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
260KNew |
$11M - $11.3M
|
260K
$11.3M
|
|
Q1 2025 | |||||||
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
268K+ 124.14% |
$11.3M - $11.7M
|
485K
$21M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.1K+ 31.41% |
$2.73M - $2.83M
|
272K
$11.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9KNew |
$2.47M - $2.56M
|
58.9K
$2.55M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 2.53% |
$1.22M - $1.26M
|
1.18M
$51M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.3K+ 29.06% |
$1.19M - $1.23M
|
126K
$5.45M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.3K+ 119.73% |
$1.15M - $1.19M
|
50.2K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
16.9K+ 3.88% |
$708K - $735K
|
452K
$19.6M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2KNew |
$635K - $658K
|
15.2K
$657K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8K+ 59.37% |
$493K - $512K
|
31.6K
$1.37M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.7K+ 63.98% |
$364K - $378K
|
22.3K
$966K
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
7.1KNew |
$298K - $309K
|
7.1K
$308K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.47KNew |
$271K - $281K
|
6.47K
$280K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.98K+ 9.86% |
$251K - $260K
|
66.6K
$2.89M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.03K+ 4.31% |
$85.2K - $88.4K
|
49.2K
$2.13M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 0.85% |
$54.9K - $56.9K
|
155K
$6.7M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.01KNew |
$42.2K - $43.8K
|
1.01K
$43.7K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
900New |
$37.7K - $39.1K
|
900
$39K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
555+ 100.0% |
$23.3K - $24.1K
|
1.11K
$48.1K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
298+ 2.19% |
$12.5K - $13K
|
13.9K
$602K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
218+ 2.6% |
$9.14K - $9.47K
|
8.61K
$373K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 21.82% |
$5.24K - $5.43K
|
698
$30.3K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121+ 1.33% |
$5.07K - $5.26K
|
9.19K
$398K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $43.5
|
1
$43.3
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
163KNew |
$6.88M - $7.23M
|
163K
$7.05M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.4KNew |
$1.54M - $1.62M
|
36.4K
$1.58M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.33K+ 167.67% |
$183K - $193K
|
6.91K
$300K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.26KNew |
$95.4K - $100K
|
2.26K
$97.8K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.25K+ 1.85% |
$94.9K - $99.8K
|
124K
$5.37M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36KNew |
$57.6K - $60.5K
|
1.36K
$59K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 10.69% |
$45.9K - $48.2K
|
11.2K
$487K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 16.86% |
$36.5K - $38.3K
|
5.98K
$259K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
603+ 12.91% |
$25.5K - $26.8K
|
5.28K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.49% |
$3.38K - $3.56K
|
673
$29.2K
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
77+ 9.23% |
$3.26K - $3.42K
|
911
$39.5K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
38New |
$1.61K - $1.69K
|
38
$1.65K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.17% |
$42.3 - $44.5
|
47
$2.04K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83KNew |
$204K - $216K
|
4.83K
$209K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 0.48% |
$101K - $107K
|
505K
$21.9M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 46.34% |
$4.01K - $4.26K
|
300
$13K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55New |
$2.32K - $2.46K
|
55
$2.38K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.41% |
$929 - $986
|
5.34K
$232K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$103K - $107K
|
2.49K
$108K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 1.69% |
$5.89K - $6.09K
|
8.52K
$369K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 5.88% |
$122K - $126K
|
52K
$2.25M
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
834New |
$35.3K - $36.3K
|
834
$36.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.09M - $2.28M
|
52.3K
$2.27M
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
744New |
$29.7K - $32.5K
|
744
$32.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
283New |
$11.3K - $12.3K
|
283
$12.3K
|