Purchases and Sales Made in Q4 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 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 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.2KNew |
$458K - $475K
|
21.2K
$471K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
19.7KNew |
$425K - $441K
|
19.7K
$437K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.2KNew |
$416K - $431K
|
19.2K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19KNew |
$411K - $426K
|
19K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 14.59% |
$369K - $383K
|
134K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8K+ 103.83% |
$363K - $377K
|
33K
$734K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
16.2KNew |
$351K - $364K
|
16.2K
$361K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
16KNew |
$346K - $359K
|
16K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
15.7KNew |
$340K - $353K
|
15.7K
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15.1K+ 16.18% |
$326K - $338K
|
108K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8K+ 9.75% |
$319K - $331K
|
166K
$3.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6KNew |
$315K - $327K
|
14.6K
$324K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14.4K+ 44.26% |
$311K - $322K
|
46.9K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
14.3K+ 57.3% |
$309K - $321K
|
39.3K
$874K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.2KNew |
$308K - $319K
|
14.2K
$317K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$304K - $315K
|
14.1K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13.5K+ 35.3% |
$292K - $303K
|
51.8K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7KNew |
$274K - $284K
|
12.7K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 2.26% |
$269K - $279K
|
564K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11.7KNew |
$252K - $262K
|
11.7K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$247K - $256K
|
11.4K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$244K - $253K
|
11.3K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1KNew |
$241K - $250K
|
11.1K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9KNew |
$235K - $244K
|
10.9K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.1K+ 33.03% |
$218K - $226K
|
40.6K
$903K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
10.1KNew |
$217K - $225K
|
10.1K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
10.1K+ 76.64% |
$217K - $225K
|
23.2K
$515K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.66KNew |
$209K - $216K
|
9.66K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.46KNew |
$204K - $212K
|
9.46K
$210K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
7.02K+ 0.52% |
$152K - $157K
|
1.36M
$30.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.04K+ 45.23% |
$131K - $135K
|
19.4K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.95KNew |
$129K - $133K
|
5.95K
$132K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.91K+ 0.96% |
$128K - $132K
|
621K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.33K+ 8.85% |
$115K - $119K
|
65.6K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.15K+ 77.32% |
$111K - $115K
|
11.8K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.46K+ 7.44% |
$96.4K - $100K
|
64.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.12K+ 1.76% |
$89.1K - $92.4K
|
238K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.66K+ 16.31% |
$79K - $82K
|
26.1K
$580K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 37.19% |
$76.1K - $79K
|
13K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.37KNew |
$72.8K - $75.5K
|
3.37K
$74.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3KNew |
$64.9K - $67.3K
|
3K
$66.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.88K+ 6.41% |
$62.3K - $64.6K
|
47.8K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.28KNew |
$49.2K - $51K
|
2.28K
$50.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01KNew |
$43.4K - $45K
|
2.01K
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$42.1K - $43.7K
|
1.95K
$43.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.81K+ 13.26% |
$39.1K - $40.5K
|
15.4K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.79K+ 41.94% |
$38.7K - $40.1K
|
6.06K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.66K+ 8.04% |
$35.9K - $37.2K
|
22.3K
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$32.2K - $33.4K
|
1.49K
$33.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 1.65% |
$30.4K - $31.5K
|
86.5K
$1.92M
|