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iShares iBonds Dec 2030 Term Treasury ETF (IBTK) Institutional Ownership

iShares iBonds Dec 2030 Term Treasury ETF logo
$19.30 0.00 (0.00%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$12.39M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.64M
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IBTK Institutional Buying and Selling by Quarter

iShares iBonds Dec 2030 Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 JDM Financial Group LLC13,255$266K0.1%-7.4%0.091%
11/15/2024 Integrated Wealth Concepts LLC26,534$532K0.0%+7.3%0.183%
11/15/2024 Community Bank N.A.4,700$94K0.0%-32.0%0.032%
11/14/2024 Flow Traders U.S. LLC13,612$273K0.0%-87.9%0.094%
11/13/2024 Boston Family Office LLC72,192$1.45M0.1%+7.5%0.498%
10/31/2024 Confluence Investment Management LLC393,463$7.89M0.1%-3.3%2.732%
10/29/2024 Janney Montgomery Scott LLC118,050$2.37M0.0%+2.0%0.820%
10/29/2024 Farther Finance Advisors LLC2,491$50K0.0%N/A0.017%
10/15/2024 NBC Securities Inc.45,043$902K0.1%-7.7%0.317%
8/16/2024 NewEdge Advisors LLC47,483$915K0.0%-15.8%0.367%
8/12/2024 Waterloo Capital L.P.15,351$296K0.0%+30.9%0.119%
7/16/2024 WASHINGTON TRUST Co13,625$263K0.0%+10.8%0.107%
7/10/2024 NBC Securities Inc.48,823$941K0.1%+22.2%0.387%
7/1/2024 Confluence Investment Management LLC406,830$7.84M0.1%-0.5%3.538%
5/17/2024 Comerica Bank9,741$189K0.0%+210.2%0.085%
5/1/2024 Janney Montgomery Scott LLC111,598$2.17M0.0%N/A0.970%
4/23/2024 WASHINGTON TRUST Co12,300$239K0.0%N/A0.108%
4/5/2024 NBC Securities Inc.39,944$775K0.1%N/A0.360%
4/1/2024 Confluence Investment Management LLC408,958$7.94M0.1%N/A3.769%
2/9/2024InterOcean Capital Group LLC30,291$597K0.0%N/A0.279%
2/7/2024 Bogart Wealth LLC2,213$44K0.0%N/A0.020%
2/2/2024 Community Bank N.A.26,005$513K0.1%-6.9%0.240%
11/9/2023 Atlantic Private Wealth LLC47,991$907K0.9%+117.9%0.589%
10/10/2023 Confluence Investment Management LLC842,910$15.93M0.2%-1.2%11.239%
8/11/2023 Atlantic Private Wealth LLC22,022$433K0.4%+72.5%0.501%
8/9/2023 Flow Traders U.S. LLC23,727$466K0.0%-88.0%0.539%
8/1/2023 Community Bank N.A.26,525$521K0.1%+56.6%0.603%
7/3/2023 Confluence Investment Management LLC852,803$16.76M0.2%-0.5%21.867%
5/15/2023 Flow Traders U.S. LLC197,772$3.99M0.2%+113.4%5.071%
5/12/2023 NewEdge Advisors LLC59,738$1.20M0.0%-4.4%1.532%
5/9/2023Epic Trust Investment Advisors LLC11,861$239K0.3%N/A0.304%
4/20/2023 Community Bank N.A.16,935$341K0.0%+7.6%0.446%
4/4/2023 Confluence Investment Management LLC856,766$17.26M0.3%-17.6%22.847%
2/9/2023 Atlantic Union Bankshares Corp153,468$3M0.3%N/A4.323%
1/31/2023 Community Bank N.A.15,740$308K0.0%N/A0.350%
1/4/2023 Confluence Investment Management LLC1,040,289$20.33M0.3%-33.7%27.020%
11/15/2022 Flow Traders U.S. LLC90,321$1.77M0.1%N/A2.346%
10/3/2022 Confluence Investment Management LLC1,569,927$30.79M0.5%+84.7%19.872%
7/6/2022 Confluence Investment Management LLC849,954$17.70M0.3%+38.5%21.518%
4/4/2022 Confluence Investment Management LLC613,477$13.39M0.2%N/A28.534%
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(Data available from 1/1/2016 forward)

IBTK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTK shares?

During the previous two years, 18 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Treasury ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($7.89M), Atlantic Union Bankshares Corp ($3M), Janney Montgomery Scott LLC ($2.37M), Boston Family Office LLC ($1.45M), NewEdge Advisors LLC ($915K), Atlantic Private Wealth LLC ($907K), and NBC Securities Inc. ($902K).Learn more on IBTK's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2030 Term Treasury ETF stock?

Of the 16 institutional investors that purchased iShares iBonds Dec 2030 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($408.96K), Atlantic Union Bankshares Corp ($153.47K), Janney Montgomery Scott LLC ($113.95K), Flow Traders U.S. LLC ($105.08K), NBC Securities Inc. ($48.82K), Atlantic Private Wealth LLC ($35.22K), and InterOcean Capital Group LLC ($30.29K).

How much institutional buying is happening at iShares iBonds Dec 2030 Term Treasury ETF?

Institutional investors have bought a total of 969,580 shares in the last 24 months. This purchase volume represents approximately $24.63M in transactions.

Which iShares iBonds Dec 2030 Term Treasury ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2030 Term Treasury ETF stock in the last 24 months: Confluence Investment Management LLC ($742.51K), Flow Traders U.S. LLC ($272.84K), NewEdge Advisors LLC ($11.67K), Community Bank N.A. ($4.15K), NBC Securities Inc. ($3.78K), and JDM Financial Group LLC ($1.06K).

How much institutional selling is happening at iShares iBonds Dec 2030 Term Treasury ETF?

Institutional investors have sold a total of 1,036,007 shares in the last 24 months. This volume of shares sold represents approximately $34.54M in transactions.



This page (NASDAQ:IBTK) was last updated on 11/23/2024 by MarketBeat.com Staff
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