Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-146- 0.47% |
$0 - $3.63K
|
30.9K
$0
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.8KClosed |
$0 - $318K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-44KClosed |
$0 - $1.09M
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-273K- 58.28% |
$0 - $6.78M
|
196K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-487K- 15.42% |
$0 - $12.1M
|
2.67M
$0
|