Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.23MNew |
$71.2M - $72.6M
|
3.23M
$71.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
311KNew |
$6.86M - $6.99M
|
311K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
292K+ 28.56% |
$6.43M - $6.55M
|
1.31M
$29.1M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
210KNew |
$4.62M - $4.71M
|
210K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
202K+ 101.93% |
$4.45M - $4.53M
|
400K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
194KNew |
$4.27M - $4.35M
|
194K
$4.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
193K+ 490.38% |
$4.25M - $4.33M
|
232K
$5.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
178K+ 57.6% |
$3.91M - $3.99M
|
486K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
174KNew |
$3.84M - $3.91M
|
174K
$3.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
168K+ 178.98% |
$3.71M - $3.77M
|
262K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
161K+ 46.52% |
$3.55M - $3.62M
|
507K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160K+ 13.33% |
$3.52M - $3.59M
|
1.36M
$30M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
117K+ 24.46% |
$2.57M - $2.62M
|
594K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
108KNew |
$2.38M - $2.42M
|
108K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 220.4% |
$2.32M - $2.37M
|
153K
$3.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.8K+ 14.15% |
$1.94M - $1.97M
|
709K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
82.9K+ 87.87% |
$1.83M - $1.86M
|
177K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.2K+ 2.57% |
$1.7M - $1.73M
|
3.09M
$68.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.2K+ 2.57% |
$1.7M - $1.73M
|
3.09M
$68.3M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
75KNew |
$1.65M - $1.68M
|
75K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
74.3KNew |
$1.64M - $1.67M
|
74.3K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.1KNew |
$1.61M - $1.64M
|
73.1K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.7K+ 7.41% |
$1.6M - $1.63M
|
1.05M
$23.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65.5K+ 112.65% |
$1.44M - $1.47M
|
124K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.8K+ 33.53% |
$1.41M - $1.43M
|
254K
$5.63M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63.6K+ 330.88% |
$1.4M - $1.43M
|
82.9K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.4K+ 323.29% |
$1.35M - $1.38M
|
80.4K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
56.5K+ 13.09% |
$1.25M - $1.27M
|
488K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.7K+ 80.31% |
$1.14M - $1.16M
|
116K
$2.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.7K+ 58.63% |
$1.12M - $1.14M
|
137K
$3.04M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.3K+ 76.77% |
$1.02M - $1.04M
|
107K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.2K+ 6.51% |
$975K - $993K
|
724K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
43.7K+ 141.57% |
$964K - $982K
|
74.6K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.9K+ 19.85% |
$924K - $942K
|
253K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
41.7K+ 47.91% |
$920K - $937K
|
129K
$2.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
39.6KNew |
$873K - $889K
|
39.6K
$876K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
39.1KNew |
$863K - $879K
|
39.1K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.4K+ 12.63% |
$825K - $840K
|
334K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.5KNew |
$783K - $798K
|
35.5K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.2KNew |
$731K - $745K
|
33.2K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33K+ 155.86% |
$728K - $742K
|
54.2K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32.5K+ 13.6% |
$718K - $731K
|
272K
$6.02M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32.5KNew |
$717K - $730K
|
32.5K
$719K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
29.9KNew |
$659K - $672K
|
29.9K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.7K+ 7.2% |
$567K - $577K
|
383K
$8.47M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
24.1K+ 3.91% |
$532K - $542K
|
641K
$14.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.1KNew |
$510K - $519K
|
23.1K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23.1KNew |
$510K - $519K
|
23.1K
$511K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23.1K+ 49.98% |
$509K - $519K
|
69.3K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 13.77% |
$407K - $415K
|
153K
$3.38M
|