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 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.33K+ 30.05% |
$175K - $176K
|
31.7K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7.23K+ 55.11% |
$172K - $173K
|
20.3K
$486K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.19K+ 29.22% |
$148K - $148K
|
27.4K
$654K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 32.94% |
$145K - $146K
|
24.5K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.44KNew |
$130K - $130K
|
5.44K
$130K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.6K+ 19.55% |
$110K - $110K
|
28.1K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
4.56K+ 11.06% |
$109K - $109K
|
45.8K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.48K+ 5.17% |
$107K - $107K
|
91.2K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.34K+ 16.43% |
$104K - $104K
|
30.8K
$734K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.3K+ 343.33% |
$102K - $103K
|
5.55K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.25K+ 29.84% |
$101K - $102K
|
18.5K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88K+ 5.88% |
$92.6K - $93K
|
69.9K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 14.52% |
$89.2K - $89.5K
|
29.5K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.48K+ 11.53% |
$83.1K - $83.4K
|
33.7K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.46K+ 4.49% |
$82.5K - $82.8K
|
80.5K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.41K+ 22.37% |
$81.4K - $81.7K
|
18.7K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.18K+ 27.83% |
$75.8K - $76.2K
|
14.6K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.14K+ 224.14% |
$74.8K - $75.2K
|
4.54K
$108K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.13K+ 0.46% |
$74.7K - $75.1K
|
685K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.04K+ 1.64% |
$72.4K - $72.7K
|
188K
$4.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3KNew |
$71.6K - $71.9K
|
3K
$71.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.91K+ 3.01% |
$69.3K - $69.6K
|
99.3K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.9K+ 28.73% |
$69.1K - $69.4K
|
13K
$310K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.57K+ 16.69% |
$61.2K - $61.5K
|
18K
$429K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.5KNew |
$59.6K - $59.9K
|
2.5K
$59.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.42K+ 20.0% |
$57.7K - $58K
|
14.5K
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.37K+ 59.57% |
$56.6K - $56.8K
|
6.35K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.3K+ 3.63% |
$54.8K - $55.1K
|
65.6K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.27K+ 0.2% |
$54.2K - $54.4K
|
1.15M
$27.5M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.1K+ 12.38% |
$50.2K - $50.4K
|
19.1K
$456K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2KNew |
$47.6K - $47.8K
|
2K
$47.6K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97K+ 4.44% |
$47K - $47.2K
|
46.3K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.89K+ 1.89% |
$45K - $45.2K
|
102K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.86K+ 1.75% |
$44.4K - $44.6K
|
108K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.79K+ 4.37% |
$42.6K - $42.8K
|
42.7K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.72K+ 0.72% |
$41K - $41.1K
|
239K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.54K+ 6.01% |
$36.7K - $36.8K
|
27.1K
$647K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.51K+ 0.78% |
$36.1K - $36.2K
|
195K
$4.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.48K+ 8.35% |
$35.3K - $35.5K
|
19.2K
$459K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.38K+ 16.24% |
$32.9K - $33.1K
|
9.88K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 1.84% |
$30.6K - $30.7K
|
70.9K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$24.1K - $24.2K
|
1.01K
$24.1K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
965New |
$23K - $23.1K
|
965
$23K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
675+ 0.88% |
$16.1K - $16.2K
|
77.1K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
497+ 1.37% |
$11.9K - $11.9K
|
36.9K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
426New |
$10.2K - $10.2K
|
426
$10.2K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
392+ 0.61% |
$9.35K - $9.39K
|
64.7K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
375+ 3.51% |
$8.94K - $8.98K
|
11.1K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
281+ 1.54% |
$6.7K - $6.73K
|
18.6K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
155New |
$3.7K - $3.71K
|
155
$3.7K
|