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 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 36.71% |
$398K - $406K
|
67.3K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
18KNew |
$396K - $404K
|
18K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$390K - $398K
|
17.7K
$392K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.5K+ 15.22% |
$363K - $370K
|
125K
$2.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
16.2K+ 53.85% |
$357K - $364K
|
46.3K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.5KNew |
$342K - $349K
|
15.5K
$344K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1KNew |
$334K - $340K
|
15.1K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 56.44% |
$324K - $330K
|
40.8K
$902K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 3.37% |
$321K - $327K
|
447K
$9.89M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.4K+ 123.51% |
$296K - $302K
|
24.3K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.8KNew |
$282K - $287K
|
12.8K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.7KNew |
$280K - $285K
|
12.7K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.7K+ 5.32% |
$279K - $285K
|
251K
$5.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.8K+ 83.2% |
$261K - $266K
|
26.1K
$577K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.8KNew |
$261K - $265K
|
11.8K
$261K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11KNew |
$243K - $248K
|
11K
$244K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$241K - $246K
|
11K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$238K - $243K
|
10.8K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 72.09% |
$223K - $228K
|
24.2K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 72.43% |
$223K - $227K
|
24.1K
$533K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.95KNew |
$219K - $223K
|
9.95K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.73KNew |
$215K - $219K
|
9.73K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.61K+ 32.96% |
$168K - $171K
|
30.7K
$679K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.23K+ 7.62% |
$159K - $162K
|
102K
$2.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.52K+ 55.79% |
$144K - $146K
|
18.2K
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.4K+ 152.38% |
$141K - $144K
|
10.6K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
6.32K+ 104.34% |
$139K - $142K
|
12.4K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.9K+ 24.64% |
$130K - $132K
|
29.8K
$660K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.44K+ 24.38% |
$120K - $122K
|
27.7K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.43K+ 10.49% |
$120K - $122K
|
57.2K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.59KNew |
$101K - $103K
|
4.59K
$102K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.22K+ 6.44% |
$93.1K - $94.8K
|
69.8K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.98K+ 2.55% |
$87.7K - $89.3K
|
160K
$3.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.75K+ 19.35% |
$82.8K - $84.3K
|
23.2K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.64K+ 6.43% |
$80.3K - $81.8K
|
60.3K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.53K+ 22.83% |
$77.7K - $79.2K
|
19K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 5.97% |
$75.3K - $76.7K
|
60.7K
$1.34M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.17K+ 53.19% |
$69.8K - $71.1K
|
9.12K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.61K+ 17.82% |
$57.6K - $58.7K
|
17.3K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.44K+ 8.18% |
$53.8K - $54.8K
|
32.3K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.33K+ 20.35% |
$51.3K - $52.2K
|
13.7K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.15K+ 9.26% |
$47.5K - $48.4K
|
25.4K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58KNew |
$34.9K - $35.6K
|
1.58K
$35K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.48K+ 23.05% |
$32.7K - $33.3K
|
7.92K
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.35K+ 30.81% |
$29.8K - $30.3K
|
5.73K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$24.8K - $25.2K
|
1.12K
$24.9K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
974+ 0.59% |
$21.5K - $21.9K
|
167K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
951+ 4.83% |
$21K - $21.4K
|
20.6K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
905+ 8.12% |
$20K - $20.3K
|
12K
$267K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
865+ 77.44% |
$19.1K - $19.4K
|
1.98K
$43.9K
|