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 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
136+ 0.73% |
$3.24K - $3.26K
|
18.7K
$446K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.74% |
$2.12K - $2.13K
|
12.1K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
86+ 0.73% |
$2.05K - $2.06K
|
11.8K
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 0.75% |
$1.93K - $1.94K
|
11K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
66+ 11.0% |
$1.57K - $1.58K
|
666
$15.9K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
63+ 0.72% |
$1.5K - $1.51K
|
8.76K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.22K - $1.22K
|
51
$1.22K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
49+ 0.68% |
$1.17K - $1.17K
|
7.26K
$173K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39+ 0.18% |
$930 - $934
|
21.9K
$522K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.16% |
$501 - $503
|
13.2K
$314K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.32% |
$286 - $287
|
3.8K
$90.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 3.55% |
$262 - $263
|
321
$7.66K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.68% |
$95.4 - $95.8
|
589
$14.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-9- 0.01% |
$215 - $216
|
83.6K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 0.28% |
$1.12K - $1.13K
|
16.9K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-69- 2.4% |
$1.65K - $1.65K
|
2.81K
$67K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-168- 1.42% |
$4.01K - $4.02K
|
11.7K
$279K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-273- 0.52% |
$6.51K - $6.54K
|
52K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-315- 1.32% |
$7.51K - $7.54K
|
23.6K
$563K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-345- 1.83% |
$8.23K - $8.26K
|
18.5K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-397- 0.43% |
$9.47K - $9.51K
|
92.4K
$2.21M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-659- 0.68% |
$15.7K - $15.8K
|
96.3K
$2.3M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-714- 1.16% |
$17K - $17.1K
|
61K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-785- 2.95% |
$18.7K - $18.8K
|
25.8K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-860- 1.12% |
$20.5K - $20.6K
|
75.9K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-882- 3.42% |
$21K - $21.1K
|
24.9K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.04K- 6.16% |
$24.7K - $24.8K
|
15.8K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.05K- 0.83% |
$24.9K - $25.1K
|
124K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 8.69% |
$25K - $25.1K
|
11K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 4.48% |
$25.7K - $25.8K
|
23K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 11.11% |
$26.2K - $26.3K
|
8.8K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.22K- 5.85% |
$29.1K - $29.2K
|
19.7K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.46K- 9.65% |
$34.7K - $34.9K
|
13.6K
$326K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.76K- 6.08% |
$41.9K - $42.1K
|
27.1K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.8K- 7.01% |
$42.8K - $43K
|
23.8K
$569K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-2.05K- 6.83% |
$48.8K - $49K
|
27.9K
$667K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.16K- 11.01% |
$51.6K - $51.8K
|
17.5K
$417K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.2K- 10.96% |
$52.5K - $52.7K
|
17.9K
$427K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.35K- 3.27% |
$56K - $56.2K
|
69.3K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.46K- 14.61% |
$58.7K - $59K
|
14.4K
$344K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.55K- 18.62% |
$60.7K - $61K
|
11.1K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.56K- 2.32% |
$60.9K - $61.2K
|
108K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.61K- 15.11% |
$62.2K - $62.5K
|
14.7K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.67K- 2.28% |
$63.6K - $63.8K
|
114K
$2.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.7K- 5.1% |
$64.5K - $64.8K
|
50.3K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.07K- 93.73% |
$73.1K - $73.5K
|
205
$4.89K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.14K- 21.39% |
$75K - $75.3K
|
11.5K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.3K- 21.66% |
$78.7K - $79K
|
11.9K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.45K- 1.67% |
$82.4K - $82.7K
|
203K
$4.85M
|