Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Tre (IBTJ) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
790KNew |
$16.5M - $17.2M
|
790K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.9K+ 20.85% |
$1.48M - $1.54M
|
411K
$8.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4KNew |
$782K - $813K
|
37.4K
$800K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.8KNew |
$686K - $714K
|
32.8K
$702K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
26.2K+ 44.49% |
$548K - $570K
|
85.1K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
24.3KNew |
$509K - $529K
|
24.3K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.2KNew |
$484K - $504K
|
23.2K
$496K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
18.2K+ 3.26% |
$381K - $396K
|
577K
$12.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6KNew |
$285K - $296K
|
13.6K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 132.9% |
$283K - $294K
|
23.7K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 14.5% |
$248K - $257K
|
93.5K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.63K+ 26.81% |
$201K - $209K
|
45.5K
$974K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.72K+ 9.19% |
$161K - $168K
|
91.7K
$1.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.24K+ 408.18% |
$130K - $136K
|
7.77K
$166K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.8K+ 28.38% |
$121K - $126K
|
26.2K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.21K+ 19.62% |
$109K - $113K
|
31.8K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.04K+ 30.74% |
$105K - $110K
|
21.4K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.32K+ 7.78% |
$90.3K - $93.9K
|
59.8K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.76K+ 57.45% |
$78.6K - $81.7K
|
10.3K
$220K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.62K+ 21.38% |
$75.7K - $78.7K
|
20.5K
$440K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
2.9K+ 580.0% |
$60.7K - $63.1K
|
3.4K
$72.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.78K+ 3.98% |
$58.1K - $60.4K
|
72.5K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.67K+ 23.37% |
$55.9K - $58.2K
|
14.1K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13KNew |
$44.5K - $46.2K
|
2.13K
$45.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 1.23% |
$27K - $28.1K
|
107K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 43.22% |
$25.6K - $26.6K
|
4.05K
$86.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
941+ 112.16% |
$19.7K - $20.5K
|
1.78K
$38.1K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$10.5K - $10.9K
|
500
$10.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181New |
$3.79K - $3.94K
|
181
$3.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65+ 4.44% |
$1.36K - $1.41K
|
1.53K
$32.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18+ 0.96% |
$377 - $392
|
1.9K
$40.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.37% |
$293 - $305
|
3.8K
$81.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-480- 0.42% |
$10K - $10.4K
|
114K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.03K- 9.07% |
$105K - $109K
|
50.4K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.54K- 1.43% |
$116K - $121K
|
383K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.99K- 8.24% |
$125K - $130K
|
66.6K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15K- 78.73% |
$314K - $327K
|
4.06K
$86.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-183K- 80.42% |
$3.83M - $3.98M
|
44.6K
$954K
|