Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
801KNew |
$17.8M - $19M
|
801K
$17.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
81.3K+ 15.88% |
$1.8M - $1.93M
|
593K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
55.1K+ 3.2% |
$1.22M - $1.31M
|
1.78M
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.2K+ 117.72% |
$893K - $953K
|
74.4K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24KNew |
$532K - $569K
|
24K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.3K+ 56.35% |
$516K - $551K
|
64.5K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 5.98% |
$465K - $496K
|
371K
$8.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.8KNew |
$439K - $469K
|
19.8K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.9K+ 13.47% |
$287K - $307K
|
109K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 0.89% |
$281K - $300K
|
1.44M
$32.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$280K - $299K
|
12.6K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.5KNew |
$256K - $273K
|
11.5K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 3.64% |
$254K - $271K
|
325K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 3.01% |
$238K - $254K
|
367K
$8.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.02KNew |
$200K - $214K
|
9.02K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.74K+ 8.47% |
$194K - $207K
|
112K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.69K+ 25.05% |
$171K - $182K
|
38.4K
$860K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.61K+ 60.67% |
$169K - $180K
|
20.1K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.3K+ 33.76% |
$118K - $126K
|
21K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.9KNew |
$109K - $116K
|
4.9K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.11K+ 46.38% |
$91.3K - $97.5K
|
13K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.62KNew |
$58.1K - $62K
|
2.62K
$58.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.93K+ 10.63% |
$42.9K - $45.8K
|
20.1K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.74K+ 1.68% |
$38.6K - $41.2K
|
105K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59K+ 4.94% |
$35.2K - $37.6K
|
33.7K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.56K+ 0.92% |
$34.6K - $37K
|
171K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.27KNew |
$28.2K - $30.1K
|
1.27K
$28.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.2K+ 1.35% |
$26.7K - $28.5K
|
90.3K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 4.39% |
$26.4K - $28.2K
|
28.3K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 5.11% |
$26.1K - $27.8K
|
24.2K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.2% |
$25.9K - $27.6K
|
98.1K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
669+ 4.54% |
$14.9K - $15.9K
|
15.4K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
648+ 2.96% |
$14.4K - $15.4K
|
22.5K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
373+ 0.27% |
$8.28K - $8.84K
|
138K
$3.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
311+ 7.12% |
$6.9K - $7.37K
|
4.68K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
202New |
$4.48K - $4.79K
|
202
$4.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
74New |
$1.64K - $1.75K
|
74
$1.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27+ 0.16% |
$599 - $640
|
17.2K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23+ 0.39% |
$511 - $545
|
5.89K
$132K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-640- 3.43% |
$14.2K - $15.2K
|
18K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-664- 1.65% |
$14.7K - $15.7K
|
39.5K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.77K- 3.73% |
$39.3K - $41.9K
|
45.6K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.46K- 26.27% |
$54.5K - $58.3K
|
6.9K
$154K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.48K- 1.84% |
$77.2K - $82.5K
|
186K
$4.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.66K- 7.44% |
$148K - $158K
|
82.8K
$1.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-6.67K- 30.0% |
$148K - $158K
|
15.6K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.5K- 2.68% |
$256K - $273K
|
419K
$9.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-31.9K- 12.56% |
$707K - $756K
|
222K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.5K- 92.51% |
$1.81M - $1.93M
|
6.6K
$148K
|