Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)

IBTH Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q3 2023. 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
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
346K
+ 2443.43%
$7.53M - $7.71M
360K $7.96M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
252K
New
$5.49M - $5.62M
252K $5.57M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
195K
+ 212.68%
$4.25M - $4.36M
287K $6.36M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
117K
New
$2.55M - $2.61M
117K $2.59M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
101K
+ 22.49%
$2.2M - $2.26M
551K $12.2M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
95K
+ 30.66%
$2.07M - $2.12M
405K $8.96M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
77.8K
+ 305.58%
$1.69M - $1.73M
103K $2.28M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
75.2K
+ 254.25%
$1.64M - $1.68M
105K $2.32M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
39.7K
+ 20.41%
$864K - $885K
234K $5.18M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
36.7K
+ 290.09%
$798K - $817K
49.3K $1.09M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
27.3K
+ 33.6%
$594K - $608K
108K $2.4M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
27K
+ 129.68%
$587K - $601K
47.7K $1.06M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
26.8K
+ 6.12%
$583K - $597K
464K $10.3M
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
26.2K
+ 209.09%
$570K - $583K
38.7K $856K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
26.2K
+ 216.46%
$570K - $583K
38.3K $846K
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

BUY
 -
22K
+ 30.85%
$478K - $490K
93.2K $2.06M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
20.9K
+ 3.52%
$456K - $466K
615K $13.6M
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
20.1K
+ 3653.64%
$437K - $448K
20.6K $457K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.3K
New
$398K - $407K
18.3K $404K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.3K
New
$398K - $407K
18.3K $404K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16.5K
New
$359K - $368K
16.5K $365K
Oct 26, 2023 Q3 2023
Duncker Streett & CO Inc

BUY
 -
16.2K
New
$353K - $361K
16.2K $359K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
13.6K
+ 9.83%
$295K - $302K
152K $3.35M
Nov 01, 2023 Q3 2023
Reliant Wealth Planning

BUY
 -
13.1K
New
$286K - $292K
13.1K $290K
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
12.8K
New
$279K - $286K
12.8K $284K
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
12.1K
New
$263K - $269K
12.1K $267K
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
11.5K
New
$249K - $255K
11.5K $253K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.3K
+ 9.81%
$246K - $252K
127K $2.8M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
10.5K
+ 87.92%
$229K - $234K
22.5K $497K
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
9.8K
New
$213K - $218K
9.8K $217K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
9.56K
+ 4.5%
$208K - $213K
222K $4.91M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
9.55K
+ 74.11%
$208K - $213K
22.4K $496K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.47K
New
$206K - $211K
9.47K $210K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
9.08K
New
$198K - $202K
9.08K $201K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
8.71K
+ 123.31%
$190K - $194K
15.8K $349K
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
6.58K
+ 8.7%
$143K - $147K
82.2K $1.82M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
6.39K
+ 65.08%
$139K - $142K
16.2K $358K
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
5.66K
New
$123K - $126K
5.66K $125K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
5.63K
+ 64.69%
$123K - $126K
14.3K $317K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
4.09K
+ 38.97%
$89K - $91.1K
14.6K $323K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
3.85K
+ 8.63%
$83.9K - $85.9K
48.5K $1.07M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
3.37K
New
$73.4K - $75.1K
3.37K $74.6K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
2.99K
+ 81.28%
$65K - $66.6K
6.66K $147K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.97K
+ 28.54%
$64.6K - $66.1K
13.4K $295K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
2.92K
+ 217.24%
$63.7K - $65.2K
4.27K $94.5K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
2.62K
+ 11.7%
$57K - $58.3K
25K $553K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.53K
+ 8.15%
$55.1K - $56.5K
33.6K $743K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.53K
+ 5.3%
$55.1K - $56.4K
50.3K $1.11M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.52K
+ 22.48%
$54.8K - $56.1K
13.7K $303K

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