Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427K+ 1069.32% |
$9.56M - $9.9M
|
466K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
309K+ 26.8% |
$6.93M - $7.17M
|
1.46M
$32.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
157KNew |
$3.52M - $3.64M
|
157K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.8K+ 5.26% |
$1.81M - $1.87M
|
1.62M
$36.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.3K+ 730.61% |
$1.69M - $1.75M
|
85.6K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.1KNew |
$1.33M - $1.37M
|
59.1K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38K+ 29.65% |
$853K - $882K
|
166K
$3.72M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
37.6K+ 97.11% |
$842K - $872K
|
76.3K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28.3K+ 14.6% |
$634K - $656K
|
222K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
27.9K+ 118.84% |
$626K - $648K
|
51.4K
$1.15M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.9K+ 9.05% |
$581K - $601K
|
313K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.9K+ 9.05% |
$581K - $601K
|
313K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.2K+ 21.23% |
$566K - $586K
|
144K
$3.23M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.6KNew |
$461K - $477K
|
20.6K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
20.2K+ 6.87% |
$452K - $468K
|
314K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 53.94% |
$371K - $384K
|
47.3K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.7KNew |
$352K - $364K
|
15.7K
$352K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.69K+ 26.38% |
$172K - $178K
|
36.8K
$825K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.93K+ 5.05% |
$155K - $161K
|
144K
$3.23M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6.76K+ 7.11% |
$152K - $157K
|
102K
$2.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
6.67KNew |
$150K - $155K
|
6.67K
$149K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.36K+ 54.78% |
$143K - $148K
|
18K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.2K+ 19.74% |
$139K - $144K
|
37.6K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.35K+ 33.92% |
$120K - $124K
|
21.1K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.18K+ 55.4% |
$116K - $120K
|
14.5K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.08KNew |
$114K - $118K
|
5.08K
$114K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.82K+ 17.95% |
$63.3K - $65.5K
|
18.5K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.77K+ 10.34% |
$62K - $64.2K
|
29.5K
$661K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 11.9% |
$59.8K - $61.9K
|
25.1K
$562K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.55K+ 7.34% |
$34.8K - $36K
|
22.7K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.34KNew |
$29.9K - $31K
|
1.34K
$29.9K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 26.3% |
$22.4K - $23.2K
|
4.8K
$108K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$20.2K - $20.9K
|
900
$20.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
845New |
$18.9K - $19.6K
|
845
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
758New |
$17K - $17.6K
|
758
$17K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
644New |
$14.4K - $14.9K
|
644
$14.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
539+ 165.85% |
$12.1K - $12.5K
|
864
$19.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
305New |
$6.84K - $7.08K
|
305
$6.83K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 0.69% |
$2.87K - $2.97K
|
18.6K
$417K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85New |
$1.91K - $1.97K
|
85
$1.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$605 - $626
|
27
$605
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-79- 1.86% |
$1.77K - $1.83K
|
4.17K
$93.4K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-607- 0.32% |
$13.6K - $14.1K
|
187K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-691- 2.74% |
$15.5K - $16K
|
24.5K
$549K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-892- 0.28% |
$20K - $20.7K
|
313K
$7M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.03K- 2.69% |
$23.1K - $23.9K
|
37.3K
$834K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.9K- 2.09% |
$42.5K - $44K
|
88.7K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.6K- 7.47% |
$58.2K - $60.2K
|
32.1K
$720K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.6K- 7.47% |
$58.2K - $60.2K
|
32.1K
$720K
|