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 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
947+ 6.9% |
$20.5K - $21.2K
|
14.7K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
910+ 26.21% |
$19.7K - $20.4K
|
4.38K
$96.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
775+ 13.69% |
$16.7K - $17.4K
|
6.44K
$142K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
761+ 6.31% |
$16.4K - $17.1K
|
12.8K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
699New |
$15.1K - $15.7K
|
699
$15.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
504+ 24.54% |
$10.9K - $11.3K
|
2.56K
$56.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
334New |
$7.22K - $7.48K
|
334
$7.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
208+ 4.16% |
$4.49K - $4.66K
|
5.21K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$1.08K - $1.12K
|
50
$1.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 1.24% |
$519 - $538
|
1.96K
$43.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-268- 1.88% |
$5.79K - $6.01K
|
14K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-374- 25.08% |
$8.08K - $8.38K
|
1.12K
$24.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 7.67% |
$28K - $29K
|
15.6K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.75K- 10.03% |
$37.7K - $39.1K
|
15.7K
$346K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.8K- 1.57% |
$38.8K - $40.2K
|
112K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 4.72% |
$49.5K - $51.3K
|
46.2K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.91K- 86.32% |
$62.9K - $65.2K
|
461
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.62K- 26.23% |
$165K - $171K
|
21.4K
$474K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-12.4K- 20.46% |
$268K - $278K
|
48.2K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25.4K- 24.57% |
$548K - $569K
|
77.9K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.4K- 38.58% |
$873K - $905K
|
64.3K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-104K- 41.27% |
$2.25M - $2.33M
|
148K
$3.27M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 4.89% |
$3.34M - $3.47M
|
3.01M
$66.5M
|