Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)
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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
55.4K+ 155.59% |
$1.31M - $1.33M
|
91K
$2.17M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
54.9K+ 59.96% |
$1.3M - $1.32M
|
147K
$3.5M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53.4K+ 94.1% |
$1.26M - $1.28M
|
110K
$2.63M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
51.8KNew |
$1.23M - $1.25M
|
51.8K
$1.24M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49.4K+ 65.79% |
$1.17M - $1.19M
|
125K
$2.97M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
45.7KNew |
$1.08M - $1.1M
|
45.7K
$1.09M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
45.5K+ 10.09% |
$1.08M - $1.09M
|
496K
$11.8M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43.5K+ 598.68% |
$1.03M - $1.05M
|
50.8K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
42.8K+ 62.48% |
$1.01M - $1.03M
|
111K
$2.66M
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
42K+ 11.4% |
$995K - $1.01M
|
411K
$9.81M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
41.1K+ 25.18% |
$972K - $989K
|
204K
$4.87M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.7K+ 7.03% |
$964K - $980K
|
620K
$14.8M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.7K+ 8.1% |
$963K - $980K
|
543K
$13M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.8KNew |
$919K - $934K
|
38.8K
$926K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
37.6K+ 215.06% |
$891K - $906K
|
55.1K
$1.32M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
37.6K+ 336.01% |
$889K - $905K
|
48.7K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
37.4K+ 47.27% |
$885K - $900K
|
116K
$2.78M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37K+ 31.84% |
$877K - $892K
|
153K
$3.66M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
34.4K+ 54.85% |
$814K - $828K
|
97.1K
$2.32M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
32.9KNew |
$778K - $791K
|
32.9K
$784K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
32.6K+ 139.95% |
$771K - $784K
|
55.8K
$1.33M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
32.2KNew |
$762K - $776K
|
32.2K
$769K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 5.36% |
$671K - $682K
|
556K
$13.3M
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27.6K+ 34.39% |
$653K - $665K
|
108K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27.6K+ 28.79% |
$653K - $664K
|
123K
$2.94M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
27.6KNew |
$652K - $664K
|
27.6K
$658K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
27.3KNew |
$645K - $656K
|
27.3K
$651K
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
26.5K+ 25.52% |
$627K - $637K
|
130K
$3.11M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23.5KNew |
$556K - $566K
|
23.5K
$561K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22.8KNew |
$540K - $550K
|
22.8K
$545K
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
20.6KNew |
$488K - $497K
|
20.6K
$492K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.6KNew |
$488K - $497K
|
20.6K
$492K
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
19.7K+ 1.78% |
$467K - $475K
|
1.13M
$26.9M
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
19.2K+ 8.58% |
$455K - $463K
|
243K
$5.81M
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
18.1KNew |
$429K - $437K
|
18.1K
$433K
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
18KNew |
$426K - $433K
|
18K
$429K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
17.8K+ 130.8% |
$421K - $428K
|
31.4K
$749K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17K+ 7.33% |
$403K - $410K
|
249K
$5.96M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$399K - $406K
|
16.9K
$403K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 17.62% |
$381K - $388K
|
107K
$2.57M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15.8KNew |
$373K - $380K
|
15.8K
$376K
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
14.7KNew |
$348K - $354K
|
14.7K
$351K
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
14.4KNew |
$341K - $347K
|
14.4K
$344K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.2K+ 7.94% |
$337K - $343K
|
193K
$4.62M
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
14.1K+ 45.01% |
$333K - $339K
|
45.4K
$1.08M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$316K - $322K
|
13.4K
$319K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.1KNew |
$287K - $292K
|
12.1K
$289K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 8.32% |
$280K - $285K
|
154K
$3.67M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.7K+ 30.62% |
$278K - $283K
|
50.1K
$1.2M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.5KNew |
$273K - $278K
|
11.5K
$275K
|