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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-333K- 85.9% |
$7.95M - $7.98M
|
54.7K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-698K- 58.23% |
$16.7M - $16.7M
|
501K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-973K- 54.05% |
$23.2M - $23.3M
|
827K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.11M- 31.85% |
$26.5M - $26.6M
|
2.37M
$56.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.99M- 99.0% |
$119M - $119M
|
50.2K
$1.2M
|