Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
262K+ 1768.77% |
$5.04M - $5.33M
|
276K
$5.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
123KNew |
$2.37M - $2.51M
|
123K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
106K+ 105822.0% |
$2.04M - $2.16M
|
106K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
105K+ 113.37% |
$2.02M - $2.14M
|
198K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.7K+ 56.07% |
$1.65M - $1.75M
|
238K
$4.54M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.9KNew |
$1.46M - $1.55M
|
75.9K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
30.9K+ 5.24% |
$594K - $629K
|
619K
$11.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.7KNew |
$340K - $360K
|
17.7K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
12.8KNew |
$246K - $260K
|
12.8K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
11.9KNew |
$228K - $242K
|
11.9K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5KNew |
$221K - $234K
|
11.5K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.3K+ 21.65% |
$179K - $190K
|
52.3K
$994K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.61K+ 10.13% |
$69.5K - $73.6K
|
39.2K
$746K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.05K+ 4.04% |
$39.5K - $41.8K
|
52.7K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.28KNew |
$24.6K - $26K
|
1.28K
$24.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.2K+ 7.59% |
$23K - $24.4K
|
16.9K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1K+ 333.33% |
$19.3K - $20.4K
|
1.3K
$24.7K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
601New |
$11.6K - $12.2K
|
601
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
564+ 5.84% |
$10.9K - $11.5K
|
10.2K
$194K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
152New |
$2.93K - $3.1K
|
152
$2.89K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95New |
$1.83K - $1.94K
|
95
$1.81K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.44% |
$173 - $183
|
2.05K
$38.9K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.78K- 4.45% |
$53.6K - $56.7K
|
59.7K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-7.35K- 4.15% |
$142K - $150K
|
170K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 10.72% |
$298K - $315K
|
129K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-50.5K- 57.94% |
$971K - $1.03M
|
36.6K
$697K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-184K- 17.64% |
$3.53M - $3.74M
|
857K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-462K- 56.46% |
$8.89M - $9.41M
|
356K
$6.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-482K- 99.87% |
$9.28M - $9.82M
|
629
$12K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-944K- 95.07% |
$18.2M - $19.2M
|
49K
$931K
|