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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Oct 20, 2023 Q3 2023	Atwood & Palmer Inc	BUY	-	790K New	$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	-	175K New	$3.76M - $3.88M	175K $3.87M
Nov 14, 2023 Q3 2023	Royal Bank Of Canada Toronto, A6	BUY	-	167K + 249.2%	$3.58M - $3.7M	234K $5.17M
Nov 14, 2023 Q3 2023	Jane Street Group, LLC New York, NY	BUY	-	65.7K + 440.1%	$1.41M - $1.46M	80.7K $1.78M
Nov 08, 2023 Q3 2023	Janney Montgomery Scott LLC	BUY	-	35.2K New	$756K - $780K	35.2K $779K
Oct 24, 2023 Q3 2023	Stratos Wealth Partners, Ltd.	BUY	-	35.2K + 8.04%	$755K - $779K	473K $10.4M
Nov 09, 2023 Q3 2023	Associated Banc Corp Green Bay, WI	BUY	-	33.8K New	$724K - $748K	33.8K $747K
Oct 16, 2023 Q3 2023	Moseley Investment Management Inc	BUY	-	31.9K New	$683K - $705K	31.9K $704K
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	-	27.2K New	$584K - $602K	27.2K $602K
Nov 15, 2023 Q3 2023	Morgan Stanley New York, NY	BUY	-	17.6K + 3529.2%	$379K - $391K	18.1K $401K
Nov 14, 2023 Q3 2023	Community Bank, N.A.	BUY	-	17.3K New	$372K - $384K	17.3K $383K
Oct 26, 2023 Q3 2023	Duncker Streett & CO Inc	BUY	-	16.3K New	$351K - $362K	16.3K $361K
Nov 14, 2023 Q3 2023	Snowden Capital Advisors LLC New York, NY	BUY	-	15.9K New	$341K - $352K	15.9K $351K
Nov 13, 2023 Q3 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	15.6K + 128.73%	$335K - $346K	27.8K $614K
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 $2.2M
Nov 01, 2023 Q3 2023	Autumn Glory Partners, LLC	BUY	-	12K New	$257K - $265K	12K $265K
Nov 14, 2023 Q3 2023	Kpp Advisory Services LLC Louisville, KY	BUY	-	9.8K New	$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 $411K
Nov 13, 2023 Q3 2023	Stifel Financial Corp St. Louis, MO	BUY	-	8.74K + 35.49%	$188K - $194K	33.4K $738K
Oct 26, 2023 Q3 2023	Central Trust CO Jefferson City, MO	BUY	-	6.26K + 119.3%	$134K - $138K	11.5K $254K
Nov 01, 2023 Q3 2023	Krilogy Financial LLC	BUY	-	5.91K + 30.0%	$127K - $131K	25.6K $566K
Nov 13, 2023 Q3 2023	Lpl Financial LLC Fort Mill, SC	BUY	-	5.19K + 34.46%	$111K - $115K	20.3K $448K
Nov 14, 2023 Q3 2023	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	4.55K + 20.04%	$97.6K - $101K	27.3K $603K
Nov 09, 2023 Q3 2023	Kestra Advisory Services, LLC	BUY	-	4.44K + 24.0%	$95.2K - $98.2K	22.9K $507K
Oct 24, 2023 Q3 2023	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	2.71K + 1.37%	$58.2K - $60K	200K $4.42M
Oct 16, 2023 Q3 2023	First Premier Bank	BUY	-	2.4K + 480.0%	$51.5K - $53.1K	2.9K $64.1K
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	-	2.08K New	$44.6K - $46.1K	2.08K $46K
Nov 13, 2023 Q3 2023	Envestnet Asset Management Inc	BUY	-	1.67K + 4.59%	$35.8K - $37K	38K $841K
Nov 16, 2023 Q3 2023	Creative Planning Overland Park, KS	BUY	-	222 New	$4.76K - $4.92K	222 $4.91K
Oct 13, 2023 Q3 2023	Global Retirement Partners, LLC	BUY	-	13 + 0.35%	$279 - $288	3.74K $82.6K
Nov 17, 2023 Q3 2023	Granite Harbor Advisors, Inc. Houston, TX	SELL	-	-122 - 1.11%	$2.62K - $2.7K	10.8K $239K
Nov 14, 2023 Q3 2023	Northwestern Mutual Wealth Management CO	SELL	-	-316 - 2.74%	$6.78K - $7K	11.2K $248K
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 $582K
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 $2.65M
Oct 11, 2023 Q3 2023	Ae Wealth Management LLC	SELL	-	-27.9K - 3.7%	$598K - $617K	726K $16M
Oct 26, 2023 Q3 2023	Park Avenue Securities LLC	SELL	-	-35.1K - 18.78%	$754K - $778K	152K $3.36M
Oct 24, 2023 Q3 2023	Cambridge Investment Research Advisors, Inc.	SELL	-	-36.4K - 64.01%	$780K - $806K	20.5K $452K
Aug 14, 2024 Q3 2023	Federation Des Caisses Desjardins Du Quebec Levis, A8	SELL	-	-100K - 99.5%	$2.15M - $2.22M	500 $11.1K

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)

790K

277K

241K

175K

167K

65.7K

35.2K

35.2K

33.8K

31.9K

31.1K

30.4K

27.2K

17.6K

17.3K

16.3K

15.9K

15.6K

14.6K

12.4K

12K

9.8K

9.36K

8.74K

6.26K

5.91K

5.19K

4.55K

4.44K

2.71K

2.4K

2.32K

2.08K

1.67K

222

13

-122

-316

-459

-610

-2.3K

-7.29K

-10.8K

-27.9K

-35.1K

-36.4K

-100K

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