Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBTE) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
32+ 800.0% |
$759 - $763
|
36
$859
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$617 - $620
|
26
$621
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17+ 0.09% |
$403 - $405
|
19.1K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.66% |
$142 - $143
|
914
$21.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-67- 0.47% |
$1.59K - $1.6K
|
14.2K
$339K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-110- 0.82% |
$2.61K - $2.62K
|
13.4K
$319K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-220- 0.91% |
$5.22K - $5.25K
|
23.9K
$570K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-261- 1.17% |
$6.19K - $6.22K
|
22K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 0.66% |
$6.38K - $6.42K
|
40.4K
$965K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-316- 0.3% |
$7.5K - $7.54K
|
104K
$2.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-341- 0.54% |
$8.09K - $8.13K
|
62.6K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-450- 2.87% |
$10.7K - $10.7K
|
15.2K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-510- 0.61% |
$12.1K - $12.2K
|
83.1K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-551- 5.95% |
$13.1K - $13.1K
|
8.71K
$208K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-625- 30.86% |
$14.8K - $14.9K
|
1.4K
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-682- 4.85% |
$16.2K - $16.3K
|
13.4K
$319K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-692- 6.05% |
$16.4K - $16.5K
|
10.7K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-764- 0.21% |
$18.1K - $18.2K
|
363K
$8.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-780- 5.29% |
$18.5K - $18.6K
|
14K
$333K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-848- 1.46% |
$20.1K - $20.2K
|
57.2K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-867- 1.73% |
$20.6K - $20.7K
|
49.3K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-952- 0.47% |
$22.6K - $22.7K
|
200K
$4.78M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.25K- 1.17% |
$29.6K - $29.8K
|
106K
$2.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 1.1% |
$30K - $30.2K
|
114K
$2.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.5K- 7.59% |
$35.6K - $35.8K
|
18.3K
$436K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71K- 14.53% |
$40.6K - $40.8K
|
10.1K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.08K- 8.14% |
$49.2K - $49.5K
|
23.4K
$559K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.85K- 8.24% |
$115K - $116K
|
54.1K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.01K- 7.2% |
$119K - $120K
|
64.6K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-5.89K- 3.91% |
$140K - $140K
|
144K
$3.45M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.95K- 12.28% |
$165K - $166K
|
49.6K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.02K- 0.28% |
$166K - $167K
|
2.53M
$60.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.4K- 22.79% |
$176K - $176K
|
25.1K
$599K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.9K- 83.19% |
$187K - $188K
|
1.6K
$38.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-8.95K- 31.94% |
$212K - $213K
|
19.1K
$455K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.81K- 3.7% |
$233K - $234K
|
255K
$6.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.8K- 1.97% |
$257K - $258K
|
540K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-14.3K- 0.81% |
$340K - $342K
|
1.75M
$41.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.8K- 13.38% |
$375K - $377K
|
102K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-18.5K- 38.19% |
$439K - $441K
|
29.9K
$714K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 21.01% |
$452K - $455K
|
71.7K
$1.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20.9K- 7.31% |
$496K - $499K
|
265K
$6.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23.2K- 5.25% |
$550K - $553K
|
419K
$9.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25K- 99.97% |
$592K - $596K
|
7
$167
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-26.1K- 22.09% |
$618K - $622K
|
91.9K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.8K- 5.76% |
$755K - $759K
|
521K
$12.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-32.5K- 21.5% |
$770K - $774K
|
118K
$2.83M
|