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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39+ 216.67% |
$923 - $939
|
57
$1.36K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 0.7% |
$899 - $915
|
5.49K
$131K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35+ 0.19% |
$828 - $843
|
18K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33+ 0.08% |
$781 - $795
|
40.7K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
30New |
$710 - $722
|
30
$716
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-305- 0.05% |
$7.22K - $7.34K
|
660K
$15.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-323- 2.25% |
$7.65K - $7.78K
|
14.1K
$336K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-363- 2.16% |
$8.59K - $8.74K
|
16.5K
$393K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-438- 4.65% |
$10.4K - $10.5K
|
8.99K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.01K- 3.15% |
$23.9K - $24.3K
|
31K
$740K
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-1.06K- 0.41% |
$25.1K - $25.5K
|
258K
$6.17M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 6.75% |
$40.2K - $40.9K
|
23.5K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.33K- 4.79% |
$55.1K - $56.1K
|
46.3K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.48K- 12.98% |
$58.7K - $59.8K
|
16.6K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.95K- 11.37% |
$69.8K - $71K
|
23K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.99K- 4.32% |
$94.5K - $96.2K
|
88.5K
$2.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.44K- 5.43% |
$105K - $107K
|
77.2K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.55K- 5.88% |
$108K - $110K
|
73K
$1.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.96K- 2.41% |
$117K - $119K
|
201K
$4.8M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.08K- 20.5% |
$120K - $122K
|
19.7K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.2K- 1.06% |
$123K - $125K
|
487K
$11.6M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.49K- 28.11% |
$130K - $132K
|
14K
$335K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.68K- 8.4% |
$134K - $137K
|
61.9K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.71K- 1.01% |
$135K - $137K
|
558K
$13.3M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.68K- 7.3% |
$158K - $161K
|
84.8K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.2K- 38.38% |
$336K - $342K
|
22.8K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15.3K- 35.99% |
$362K - $368K
|
27.2K
$649K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-19.7K- 3.61% |
$465K - $473K
|
526K
$12.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-26.5K- 20.49% |
$626K - $637K
|
103K
$2.45M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.1K- 42.85% |
$711K - $724K
|
40.1K
$957K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-40K- 71.82% |
$946K - $963K
|
15.7K
$374K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.9K- 64.43% |
$1.06M - $1.08M
|
24.8K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51K- 2.97% |
$1.21M - $1.23M
|
1.66M
$39.7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55.4K- 99.17% |
$1.31M - $1.34M
|
464
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-58.8K- 16.93% |
$1.39M - $1.41M
|
288K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-92.2K- 98.43% |
$2.18M - $2.22M
|
1.47K
$35.2K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-97.5K- 9.75% |
$2.31M - $2.35M
|
903K
$21.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-143K- 31.75% |
$3.39M - $3.45M
|
308K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-277K- 58.23% |
$6.56M - $6.68M
|
199K
$4.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-448K- 95.56% |
$10.6M - $10.8M
|
20.8K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-635K- 98.57% |
$15M - $15.3M
|
9.22K
$220K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.3M- 93.94% |
$30.7M - $31.2M
|
83.7K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.3M- 93.94% |
$30.7M - $31.2M
|
83.7K
$2M
|