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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
785+ 6.65% |
$17.3K - $17.6K
|
12.6K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
700New |
$15.4K - $15.7K
|
700
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
500New |
$11K - $11.2K
|
500
$11.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
262+ 0.63% |
$5.78K - $5.88K
|
41.8K
$924K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
226New |
$4.98K - $5.08K
|
226
$5K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
168+ 1.29% |
$3.7K - $3.77K
|
13.2K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
141New |
$3.11K - $3.17K
|
141
$3.12K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
120+ 0.31% |
$2.65K - $2.7K
|
39.3K
$871K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
97+ 16.17% |
$2.14K - $2.18K
|
697
$15.4K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.5% |
$331 - $337
|
3.02K
$66.7K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.66% |
$287 - $292
|
1.97K
$43.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$132 - $135
|
15.6K
$344K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-74- 2.2% |
$1.63K - $1.66K
|
3.3K
$72.9K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75- 0.29% |
$1.65K - $1.68K
|
26K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-367- 0.86% |
$8.09K - $8.24K
|
42.3K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-723- 2.96% |
$15.9K - $16.2K
|
23.7K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-926- 0.48% |
$20.4K - $20.8K
|
190K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 56.41% |
$24.3K - $24.7K
|
850
$18.8K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.15K- 7.31% |
$25.4K - $25.8K
|
14.6K
$323K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.24K- 0.39% |
$49.4K - $50.3K
|
576K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.44K- 21.97% |
$75.9K - $77.3K
|
12.2K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.49K- 5.41% |
$76.9K - $78.3K
|
60.9K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 16.62% |
$81.8K - $83.3K
|
18.6K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.22K- 10.38% |
$92.9K - $94.7K
|
36.4K
$805K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-6.9K- 19.46% |
$152K - $155K
|
28.6K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.58K- 9.72% |
$167K - $170K
|
70.3K
$1.56M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-9.27K- 15.28% |
$204K - $208K
|
51.4K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 1.96% |
$244K - $248K
|
553K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-15.6K- 42.92% |
$344K - $350K
|
20.7K
$459K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-21.9K- 36.84% |
$484K - $493K
|
37.6K
$832K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 13.38% |
$544K - $554K
|
160K
$3.53M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-42.3K- 2.96% |
$933K - $950K
|
1.39M
$30.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-47.7K- 29.33% |
$1.05M - $1.07M
|
115K
$2.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-61.9K- 73.77% |
$1.37M - $1.39M
|
22K
$487K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-70.6K- 62.81% |
$1.56M - $1.59M
|
41.8K
$925K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.4K- 2.45% |
$1.71M - $1.74M
|
3.09M
$68.3M
|