Purchases and Sales Made in Q1 2024 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 2024. 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 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
37.7KNew |
$899K - $903K
|
37.7K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37.2KNew |
$887K - $891K
|
37.2K
$888K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
35.1K+ 8.36% |
$837K - $840K
|
455K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
35.1K+ 20.74% |
$837K - $840K
|
204K
$4.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
33.7KNew |
$805K - $808K
|
33.7K
$806K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32.7K+ 63.84% |
$780K - $783K
|
84K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 2.77% |
$768K - $771K
|
1.19M
$28.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
31.4K+ 29.04% |
$749K - $752K
|
140K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.4KNew |
$702K - $705K
|
29.4K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.3K+ 7.23% |
$675K - $678K
|
420K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27.1KNew |
$647K - $649K
|
27.1K
$647K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
27K+ 26.69% |
$645K - $648K
|
128K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
25.6KNew |
$610K - $613K
|
25.6K
$611K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
24.9K+ 70.42% |
$595K - $597K
|
60.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24.2K+ 192.46% |
$577K - $579K
|
36.7K
$877K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
19.2KNew |
$458K - $459K
|
19.2K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 21.07% |
$448K - $450K
|
108K
$2.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
18.8K+ 185.97% |
$447K - $449K
|
28.9K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.7KNew |
$446K - $448K
|
18.7K
$446K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
18.5K+ 7.39% |
$442K - $444K
|
269K
$6.43M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18.4K+ 59.33% |
$439K - $441K
|
49.4K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
17.7K+ 1.97% |
$421K - $423K
|
916K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 6.11% |
$419K - $421K
|
305K
$7.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
17.2K+ 23.67% |
$410K - $412K
|
89.8K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
16.4KNew |
$390K - $392K
|
16.4K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 5.67% |
$372K - $373K
|
291K
$6.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.2K+ 23.09% |
$363K - $364K
|
81K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.6K+ 25.41% |
$326K - $327K
|
67.4K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$310K - $311K
|
13K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.8K+ 100.47% |
$306K - $308K
|
25.6K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$302K - $303K
|
12.7K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.6KNew |
$302K - $303K
|
12.6K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 14.98% |
$298K - $299K
|
95.9K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.3K+ 6.4% |
$269K - $270K
|
188K
$4.48M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.3KNew |
$269K - $270K
|
11.3K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.9K+ 36.98% |
$261K - $262K
|
40.5K
$967K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.5K+ 4.89% |
$250K - $251K
|
225K
$5.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 13.88% |
$242K - $243K
|
83.2K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.9K+ 1449.49% |
$236K - $237K
|
10.6K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
9.55KNew |
$228K - $229K
|
9.55K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
9.14K+ 6.04% |
$218K - $219K
|
161K
$3.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
9.09K+ 10.72% |
$217K - $218K
|
93.9K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.04KNew |
$216K - $216K
|
9.04K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.55KNew |
$204K - $205K
|
8.55K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
8.54K+ 10.24% |
$204K - $205K
|
91.9K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.5K+ 5.71% |
$203K - $203K
|
157K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 1.25% |
$197K - $197K
|
670K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.13K+ 19.54% |
$194K - $195K
|
49.8K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.84K+ 2.57% |
$187K - $188K
|
313K
$7.47M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.4K+ 2.18% |
$176K - $177K
|
347K
$8.28M
|