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 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
11.1KNew |
$263K - $268K
|
11.1K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$260K - $265K
|
11K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.7KNew |
$254K - $258K
|
10.7K
$256K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9.65K+ 9.22% |
$228K - $232K
|
114K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.8K+ 30.2% |
$208K - $212K
|
37.9K
$906K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.76KNew |
$207K - $211K
|
8.76K
$209K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.41KNew |
$199K - $203K
|
8.41K
$201K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.4KNew |
$199K - $202K
|
8.4K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.36K+ 1.46% |
$198K - $201K
|
582K
$13.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.42K+ 61.35% |
$176K - $179K
|
19.5K
$466K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.27K+ 66.01% |
$172K - $175K
|
18.3K
$436K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.03KNew |
$166K - $169K
|
7.03K
$168K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
6.2K+ 6.4% |
$147K - $149K
|
103K
$2.46M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.17K+ 2.83% |
$146K - $149K
|
224K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.16KNew |
$146K - $148K
|
6.16K
$147K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.84K+ 1.87% |
$138K - $141K
|
318K
$7.58M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.13K+ 38.55% |
$121K - $124K
|
18.4K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.08K+ 25.78% |
$120K - $122K
|
24.8K
$591K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.8K+ 45.74% |
$114K - $116K
|
15.3K
$365K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.8K+ 45.74% |
$114K - $116K
|
15.3K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.79K+ 14.98% |
$113K - $115K
|
36.8K
$878K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 1.62% |
$110K - $111K
|
290K
$6.93M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.86K+ 31.3% |
$91.4K - $93K
|
16.2K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 42.71% |
$91.1K - $92.7K
|
12.9K
$307K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.71K+ 28.5% |
$87.8K - $89.3K
|
16.7K
$399K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.25KNew |
$77K - $78.4K
|
3.25K
$77.7K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
3.01K+ 20.73% |
$71.2K - $72.4K
|
17.5K
$418K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3K+ 24.59% |
$71K - $72.2K
|
15.2K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
2.63K+ 357.69% |
$62.2K - $63.3K
|
3.36K
$80.3K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.09K+ 22.15% |
$49.4K - $50.3K
|
11.5K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.85K+ 1.93% |
$43.8K - $44.5K
|
97.7K
$2.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.65KNew |
$39.1K - $39.7K
|
1.65K
$39.4K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.41K+ 15.07% |
$33.4K - $34K
|
10.8K
$257K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.4K+ 2.27% |
$33.1K - $33.6K
|
62.9K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 9.49% |
$30.3K - $30.9K
|
14.8K
$353K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1.26K+ 6.81% |
$29.8K - $30.3K
|
19.8K
$472K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23.7K - $24.1K
|
1K
$23.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23.7K - $24.1K
|
1K
$23.9K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
881New |
$20.9K - $21.2K
|
881
$21K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
625+ 44.64% |
$14.8K - $15K
|
2.03K
$48.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
616+ 64.3% |
$14.6K - $14.8K
|
1.57K
$37.6K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464New |
$11K - $11.2K
|
464
$11.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
417+ 16.68% |
$9.87K - $10K
|
2.92K
$69.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
350+ 3.25% |
$8.28K - $8.43K
|
11.1K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
270+ 2.29% |
$6.39K - $6.5K
|
12.1K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
225+ 4.93% |
$5.33K - $5.42K
|
4.79K
$114K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
194New |
$4.59K - $4.67K
|
194
$4.63K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
167+ 0.03% |
$3.95K - $4.02K
|
487K
$11.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
99+ 0.7% |
$2.34K - $2.38K
|
14.3K
$342K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
50New |
$1.18K - $1.2K
|
50
$1.19K
|