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iShares iBonds Dec 2028 Term Treasury ETF (IBTI) Institutional Ownership

$22.06
+0.06 (+0.27%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$46.86M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.31M
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IBTI Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2024 Transcend Capital Advisors LLC279,598$6.10M0.4%+47.2%1.294%
7/1/2024 Confluence Investment Management LLC446,424$9.75M0.1%-0.5%2.067%
5/14/2024InterOcean Capital Group LLC1,009,848$22.15M0.5%+123.7%4.675%
5/9/2024JDM Financial Group LLC21,006$461K0.3%+12.4%0.096%
5/3/2024United Community Bank6,530$143K0.1%N/A0.031%
5/1/2024 Janney Montgomery Scott LLC80,222$1.76M0.0%+68.9%0.375%
4/23/2024 WASHINGTON TRUST Co10,140$222K0.0%N/A0.048%
4/23/2024Strategic Blueprint LLC20,120$441K0.0%N/A0.095%
4/1/2024 Confluence Investment Management LLC448,617$9.84M0.1%N/A2.513%
2/9/2024InterOcean Capital Group LLC451,480$10.03M0.3%N/A2.529%
2/8/2024 Janney Montgomery Scott LLC47,493$1.06M0.0%+34.7%0.266%
2/7/2024Bogart Wealth LLC3,420$76K0.0%N/A0.019%
2/5/2024 Transcend Capital Advisors LLC139,725$3.10M0.3%N/A0.783%
2/2/2024Community Bank N.A.2,776$62K0.0%-84.0%0.016%
1/30/2024Scissortail Wealth Management LLC286,593$6.36M2.0%N/A1.633%
1/24/2024 Private Trust Co. NA5,654$126K0.0%N/A0.033%
11/16/2023JDM Financial Group LLC18,592$401K0.4%+101.3%0.203%
11/15/2023KPP Advisory Services LLC9,800$211K0.1%N/A0.107%
11/8/2023 Janney Montgomery Scott LLC35,248$760K0.0%N/A0.385%
10/24/2023Cambridge Investment Research Advisors Inc.20,456$441K0.0%-64.0%0.229%
10/16/2023 First PREMIER Bank2,900$63K0.0%+480.0%0.033%
10/10/2023 Confluence Investment Management LLC469,708$10.12M0.2%-1.5%5.693%
8/1/2023Community Bank N.A.7,579$167K0.0%+27.6%0.140%
7/13/2023Cambridge Investment Research Advisors Inc.56,842$1.25M0.0%+6.6%1.104%
7/3/2023 Confluence Investment Management LLC476,998$10.49M0.2%-0.7%11.223%
5/9/2023Epic Trust Investment Advisors LLC10,591$238K0.3%N/A0.249%
5/9/2023JDM Financial Group LLC9,156$206K0.2%+46.1%0.215%
4/20/2023Community Bank N.A.5,939$133K0.0%N/A0.148%
4/4/2023 Confluence Investment Management LLC480,490$10.81M0.2%+3.6%12.164%
2/8/2023Cambridge Investment Research Advisors Inc.19,876$436K0.0%N/A0.710%
1/11/2023JDM Financial Group LLC6,269$138K0.1%N/A0.261%
1/4/2023 Confluence Investment Management LLC463,987$10.18M0.2%-0.4%29.935%
11/15/2022Flow Traders U.S. LLC11,765$257K0.0%-63.7%0.759%
10/3/2022 Confluence Investment Management LLC465,880$10.18M0.2%-0.5%42.353%
8/13/2022Flow Traders U.S. LLC32,443$745K0.0%-26.2%2.949%
7/6/2022 Confluence Investment Management LLC468,036$10.74M0.2%-1.4%58.505%
4/4/2022 Confluence Investment Management LLC474,711$11.27M0.2%+3.3%63.295%
2/16/2022Flow Traders U.S. LLC67,313$1.69M0.1%+680.5%8.975%
1/4/2022 Confluence Investment Management LLC459,372$11.55M0.2%+1.1%61.250%
11/15/2021Flow Traders U.S. LLC8,624$219K0.0%-66.5%1.150%
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10/4/2021 Confluence Investment Management LLC454,370$11.53M0.2%-18.5%60.583%
8/24/2021Flow Traders U.S. LLC25,715$654K0.0%N/A3.674%
7/1/2021 Confluence Investment Management LLC557,813$14.20M0.2%+20.2%35.988%
4/5/2021 Confluence Investment Management LLC463,880$11.62M0.2%+782.6%54.574%
1/25/2021 Confluence Investment Management LLC52,556$1.38M0.0%+10.6%5.005%
10/19/2020 Confluence Investment Management LLC47,514$1.27M0.0%+4.3%9.503%
(Data available from 1/1/2016 forward)

IBTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTI shares?

During the previous two years, 17 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Treasury ETF. The most heavily invested institutionals were InterOcean Capital Group LLC ($22.15M), Confluence Investment Management LLC ($9.75M), Scissortail Wealth Management LLC ($6.36M), Transcend Capital Advisors LLC ($6.10M), Janney Montgomery Scott LLC ($1.76M), JDM Financial Group LLC ($461K), and Strategic Blueprint LLC ($441K).Learn more on IBTI's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Treasury ETF stock?

Of the 16 institutional investors that purchased iShares iBonds Dec 2028 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: InterOcean Capital Group LLC ($1.01M), Confluence Investment Management LLC ($465.12K), Scissortail Wealth Management LLC ($286.59K), Transcend Capital Advisors LLC ($229.40K), Janney Montgomery Scott LLC ($80.22K), Cambridge Investment Research Advisors Inc. ($23.39K), and JDM Financial Group LLC ($20.83K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Treasury ETF?

Institutional investors have bought a total of 2,191,626 shares in the last 24 months. This purchase volume represents approximately $49.70M in transactions.

Which iShares iBonds Dec 2028 Term Treasury ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2028 Term Treasury ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($36.39K), Flow Traders U.S. LLC ($32.17K), Confluence Investment Management LLC ($17.02K), and Community Bank N.A. ($14.56K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Treasury ETF?

Institutional investors have sold a total of 100,139 shares in the last 24 months. This volume of shares sold represents approximately $3.00M in transactions.


This page (NASDAQ:IBTI) was last updated on 7/27/2024 by MarketBeat.com Staff

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