Purchases and Sales Made in Q4 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 Q4 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
Feb 20, 2024 Q4 2023
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
3.29M
New
$71.1M - $73.8M
3.29M $72.8M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
2.88M
+ 2186.29%
$62.2M - $64.5M
3.01M $66.5M
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
792K
+ 195.66%
$17.1M - $17.8M
1.2M $26.5M
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
650K
+ 175.03%
$14M - $14.6M
1.02M $22.6M
Feb 12, 2024 Q4 2023
Journey Advisory Group, LLC

BUY
 -
617K
New
$13.3M - $13.8M
617K $13.6M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
399K
+ 1186.07%
$8.61M - $8.93M
432K $9.56M
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
349K
+ 4233.94%
$7.54M - $7.82M
357K $7.9M
Feb 13, 2024 Q4 2023
Tmd Wealth Management, LLC

BUY
 -
346K
New
$7.48M - $7.76M
346K $7.66M
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
296K
New
$6.4M - $6.64M
296K $6.55M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
291K
+ 101.39%
$6.3M - $6.53M
579K $12.8M
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
255K
+ 114.95%
$5.52M - $5.72M
477K $10.6M
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
239K
New
$5.17M - $5.36M
239K $5.29M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
215K
+ 46.38%
$4.66M - $4.83M
680K $15M
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
191K
New
$4.13M - $4.28M
191K $4.23M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
188K
+ 23.72%
$4.06M - $4.21M
981K $21.7M
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
154K
+ 1690.98%
$3.32M - $3.44M
163K $3.6M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
148K
+ 293.26%
$3.19M - $3.31M
198K $4.38M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
143K
+ 298.79%
$3.08M - $3.2M
190K $4.21M
Feb 13, 2024 Q4 2023
1858 Wealth Management, LLC

Akron, OH
BUY
 -
125K
New
$2.71M - $2.81M
125K $2.78M
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
111K
New
$2.41M - $2.5M
111K $2.46M
Feb 06, 2024 Q4 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
95K
New
$2.05M - $2.13M
95K $2.1M
Feb 12, 2024 Q4 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
94.3K
New
$2.04M - $2.11M
94.3K $2.09M
Feb 14, 2024 Q4 2023
Shelton Wealth Management, LLC

BUY
 -
87K
New
$1.88M - $1.95M
87K $1.93M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
84.7K
+ 66.96%
$1.83M - $1.9M
211K $4.67M
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

BUY
 -
71.8K
+ 19.96%
$1.55M - $1.61M
432K $9.55M
Jan 22, 2024 Q4 2023
Country Club Bank

BUY
 -
69.3K
+ 475.53%
$1.5M - $1.55M
83.9K $1.86M
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
56.6K
New
$1.22M - $1.27M
56.6K $1.25M
Jan 12, 2024 Q4 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
55.2K
+ 142.7%
$1.19M - $1.24M
93.9K $2.08M
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
49.2K
New
$1.06M - $1.1M
49.2K $1.09M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
47.2K
+ 43.5%
$1.02M - $1.06M
156K $3.44M
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
45.2K
+ 315.42%
$977K - $1.01M
59.6K $1.32M
Feb 09, 2024 Q4 2023
Atlantic Private Wealth, LLC

BUY
 -
42.7K
New
$923K - $957K
42.7K $945K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
42.4K
+ 268.77%
$916K - $950K
58.1K $1.29M
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
41.5K
New
$897K - $930K
41.5K $918K
Feb 13, 2024 Q4 2023
Mesirow Financial Investment Management, Inc.

BUY
 -
39.4K
New
$852K - $883K
39.4K $872K
Jan 05, 2024 Q4 2023
Montecito Bank & Trust

BUY
 -
39.1K
+ 340.98%
$844K - $875K
50.5K $1.12M
Jan 24, 2024 Q4 2023
Spectrum Asset Management, Inc.

BUY
 -
36.3K
New
$785K - $814K
36.3K $803K
Feb 06, 2024 Q4 2023
Hara Capital LLC

Bellevue, WA
BUY
 -
35.5K
New
$766K - $795K
35.5K $784K
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
34.8K
+ 154.86%
$752K - $779K
57.2K $1.27M
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
32.6K
+ 488.52%
$704K - $730K
39.2K $868K
Jan 29, 2024 Q4 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
30.9K
New
$667K - $692K
30.9K $683K
Jan 22, 2024 Q4 2023
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
30.1K
New
$650K - $674K
30.1K $665K
Mar 14, 2024 Q4 2023
Leo Wealth, LLC

Hurst, TX
BUY
 -
29.8K
New
$644K - $668K
29.8K $660K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
26.1K
New
$563K - $584K
26.1K $576K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
24.4K
New
$527K - $547K
24.4K $540K
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

BUY
 -
23.9K
New
$517K - $536K
23.9K $529K
Jan 29, 2024 Q4 2023
Simplicity Wealth,Llc

BUY
 -
23.3K
New
$503K - $521K
23.3K $515K
Jan 23, 2024 Q4 2023
Compass Ion Advisors, LLC

BUY
 -
23.1K
New
$499K - $517K
23.1K $511K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
22.3K
New
$482K - $500K
22.3K $493K

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