Purchases and Sales Made in Q3 2023 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 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 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.06KNew |
$44.8K - $45.9K
|
2.06K
$45.7K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2K+ 3.45% |
$43.5K - $44.5K
|
60K
$1.33M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.81K+ 6.31% |
$39.4K - $40.4K
|
30.5K
$679K
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.69K+ 10.75% |
$36.8K - $37.6K
|
17.4K
$387K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
985+ 92.14% |
$21.4K - $22K
|
2.05K
$45.7K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
862New |
$18.8K - $19.2K
|
862
$19.2K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
676+ 24.18% |
$14.7K - $15.1K
|
3.47K
$77.2K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
540+ 59.73% |
$11.8K - $12K
|
1.44K
$32.1K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
459+ 10.1% |
$9.99K - $10.2K
|
5K
$111K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
211New |
$4.59K - $4.7K
|
211
$4.69K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
176New |
$3.83K - $3.92K
|
176
$3.91K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
100+ 20.0% |
$2.18K - $2.23K
|
600
$13.3K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
59+ 4.12% |
$1.28K - $1.32K
|
1.49K
$33.1K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18+ 0.94% |
$392 - $401
|
1.94K
$43K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.93% |
$239 - $245
|
1.19K
$26.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-125- 0.87% |
$2.72K - $2.79K
|
14.2K
$317K
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-578- 1.2% |
$12.6K - $12.9K
|
47.7K
$1.06M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.18K- 4.69% |
$91.1K - $93.3K
|
85.1K
$1.89M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.19K- 3.09% |
$91.3K - $93.4K
|
132K
$2.92M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.87K- 42.2% |
$106K - $108K
|
6.66K
$148K
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.5K- 4.6% |
$120K - $123K
|
114K
$2.54M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.11K- 0.49% |
$155K - $158K
|
1.43M
$31.8M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.24K- 24.12% |
$201K - $206K
|
29.1K
$646K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11K- 9.96% |
$240K - $246K
|
99.7K
$2.22M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.8K- 42.62% |
$974K - $998K
|
60.2K
$1.34M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-47.2KClosed |
$1.03M - $1.05M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-108K- 70.59% |
$2.35M - $2.4M
|
45K
$999K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.19M- 60.03% |
$25.9M - $26.5M
|
793K
$17.6M
|