Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
790KNew |
$16.9M - $17.5M
|
790K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277K+ 43.83% |
$5.93M - $6.13M
|
908K
$20.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
241K+ 111.45% |
$5.17M - $5.33M
|
457K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
175KNew |
$3.76M - $3.88M
|
175K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167K+ 249.2% |
$3.58M - $3.7M
|
234K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.7K+ 440.1% |
$1.41M - $1.46M
|
80.7K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.2KNew |
$756K - $780K
|
35.2K
$781K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.2K+ 8.04% |
$755K - $779K
|
473K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
33.8KNew |
$724K - $748K
|
33.8K
$748K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
31.9KNew |
$683K - $705K
|
31.9K
$706K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
31.1K+ 121.04% |
$667K - $688K
|
56.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 120.88% |
$652K - $673K
|
55.6K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$584K - $602K
|
27.2K
$603K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 3529.2% |
$379K - $391K
|
18.1K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
17.3KNew |
$372K - $384K
|
17.3K
$384K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
16.3KNew |
$351K - $362K
|
16.3K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.9KNew |
$341K - $352K
|
15.9K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 128.73% |
$335K - $346K
|
27.8K
$615K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 14.83% |
$314K - $324K
|
113K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.4K+ 14.23% |
$266K - $275K
|
99.6K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12KNew |
$257K - $265K
|
12K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.8KNew |
$210K - $217K
|
9.8K
$217K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9.36K+ 101.28% |
$201K - $207K
|
18.6K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.74K+ 35.49% |
$188K - $194K
|
33.4K
$740K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.26K+ 119.3% |
$134K - $138K
|
11.5K
$255K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.91K+ 30.0% |
$127K - $131K
|
25.6K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.19K+ 34.46% |
$111K - $115K
|
20.3K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.55K+ 20.04% |
$97.6K - $101K
|
27.3K
$604K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.44K+ 24.0% |
$95.2K - $98.2K
|
22.9K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.71K+ 1.37% |
$58.2K - $60K
|
200K
$4.43M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
2.4K+ 480.0% |
$51.5K - $53.1K
|
2.9K
$64.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.32K+ 18.86% |
$49.8K - $51.4K
|
14.6K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.08KNew |
$44.6K - $46.1K
|
2.08K
$46.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 4.59% |
$35.8K - $37K
|
38K
$843K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
222New |
$4.76K - $4.92K
|
222
$4.92K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 0.35% |
$279 - $288
|
3.74K
$82.8K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 1.11% |
$2.62K - $2.7K
|
10.8K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-316- 2.74% |
$6.78K - $7K
|
11.2K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-459- 6.05% |
$9.85K - $10.2K
|
7.13K
$158K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-610- 8.05% |
$13.1K - $13.5K
|
6.96K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.3K- 8.04% |
$49.4K - $51K
|
26.3K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.29K- 1.53% |
$156K - $161K
|
470K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.8K- 8.29% |
$233K - $240K
|
120K
$2.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.9K- 3.7% |
$598K - $617K
|
726K
$16.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.1K- 18.78% |
$754K - $778K
|
152K
$3.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.4K- 64.01% |
$780K - $806K
|
20.5K
$453K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100K- 99.5% |
$2.15M - $2.22M
|
500
$11.1K
|