Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)

IBTE Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBTE) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.26M
+ 17.47%
$53.4M - $54.3M
15.2M $362M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.87M
+ 211.7%
$44.2M - $45M
2.75M $65.7M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
791K
+ 54.8%
$18.7M - $19.1M
2.24M $53.4M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
688K
New
$16.3M - $16.6M
688K $16.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
543K
+ 619.42%
$12.9M - $13.1M
631K $15.1M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
534K
+ 15.5%
$12.6M - $12.9M
3.98M $95.1M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
436K
+ 110.88%
$10.3M - $10.5M
830K $19.8M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
433K
+ 86.49%
$10.2M - $10.4M
933K $22.3M
May 02, 2023 Q1 2023
Keeler T Homas Management LLC

BUY
 -
368K
+ 660.63%
$8.7M - $8.85M
423K $10.1M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
275K
+ 797.39%
$6.52M - $6.63M
310K $7.4M
May 08, 2023 Q1 2023
Atlantic Union Bankshares Corp

BUY
 -
238K
New
$5.64M - $5.74M
238K $5.69M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
234K
+ 54.8%
$5.55M - $5.65M
662K $15.8M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
202K
New
$4.79M - $4.87M
202K $4.83M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
194K
+ 10.88%
$4.6M - $4.68M
1.98M $47.3M
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
182K
+ 793.88%
$4.3M - $4.37M
205K $4.88M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
170K
+ 9.01%
$4.02M - $4.09M
2.05M $49M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
169K
+ 54.54%
$4M - $4.07M
478K $11.4M
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
157K
+ 28.18%
$3.71M - $3.78M
714K $17M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
153K
+ 104512.33%
$3.61M - $3.67M
153K $3.65M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
152K
+ 8.04%
$3.61M - $3.67M
2.05M $48.9M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
148K
+ 50.25%
$3.5M - $3.56M
442K $10.6M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
138K
+ 8.3%
$3.26M - $3.32M
1.8M $42.9M
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
135K
+ 14.12%
$3.2M - $3.26M
1.09M $26.1M
May 09, 2023 Q1 2023
Vista Private Wealth Partners. LLC

BUY
 -
125K
+ 125.43%
$2.95M - $3.01M
224K $5.36M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
123K
+ 106.95%
$2.92M - $2.97M
238K $5.69M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
120K
+ 42.66%
$2.84M - $2.89M
402K $9.59M
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
110K
+ 7.08%
$2.61M - $2.65M
1.67M $39.8M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
103K
New
$2.44M - $2.48M
103K $2.46M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
101K
+ 890.17%
$2.38M - $2.42M
112K $2.67M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
98.7K
+ 76.65%
$2.34M - $2.38M
227K $5.43M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
94.6K
New
$2.24M - $2.28M
94.6K $2.26M
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
92.6K
+ 2.57%
$2.19M - $2.23M
3.7M $88.4M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
89.9K
+ 144.65%
$2.13M - $2.16M
152K $3.63M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
89.5K
+ 35.88%
$2.12M - $2.16M
339K $8.09M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
85.2K
New
$2.02M - $2.05M
85.2K $2.03M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
81.6K
New
$1.93M - $1.97M
81.6K $1.95M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
78.5K
+ 20.0%
$1.86M - $1.89M
471K $11.2M
May 08, 2023 Q1 2023
Lokken Investment Group LLC

BUY
 -
77K
New
$1.82M - $1.85M
77K $1.84M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
76.6K
+ 1.93%
$1.81M - $1.84M
4.04M $96.4M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
75.8K
+ 475.2%
$1.79M - $1.82M
91.7K $2.19M
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
75.6K
+ 103.06%
$1.79M - $1.82M
149K $3.55M
Apr 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
74.8K
New
$1.77M - $1.8M
74.8K $1.79M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
64.1K
+ 70.26%
$1.52M - $1.54M
155K $3.71M
May 10, 2023 Q1 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
63.7K
+ 23.25%
$1.51M - $1.53M
338K $8.06M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
63.2K
+ 32.67%
$1.5M - $1.52M
257K $6.13M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
57.8K
New
$1.37M - $1.39M
57.8K $1.38M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
57.3K
+ 416.89%
$1.36M - $1.38M
71.1K $1.7M
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
56.7K
New
$1.34M - $1.36M
56.7K $1.35M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
56.7K
+ 17.31%
$1.34M - $1.36M
384K $9.17M

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