Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25M+ 7623.27% |
$30.3M - $30.9M
|
1.27M
$30.3M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.23M+ 389.02% |
$29.8M - $30.4M
|
1.55M
$37M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
507K+ 85990.68% |
$12.3M - $12.5M
|
508K
$12.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
496KNew |
$12M - $12.2M
|
496K
$11.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
361KNew |
$8.72M - $8.9M
|
361K
$8.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
360K+ 859.49% |
$8.7M - $8.88M
|
402K
$9.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
BUY
|
- |
252KNew |
$6.1M - $6.22M
|
252K
$6.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
237KNew |
$5.73M - $5.84M
|
237K
$5.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
222K+ 249.99% |
$5.37M - $5.48M
|
311K
$7.43M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
156KNew |
$3.77M - $3.84M
|
156K
$3.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
104K+ 199.02% |
$2.51M - $2.57M
|
156K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.9KNew |
$1.81M - $1.85M
|
74.9K
$1.79M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.6K+ 23.82% |
$1.68M - $1.72M
|
362K
$8.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.1K+ 3.62% |
$1.19M - $1.21M
|
1.41M
$33.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
46.1K+ 56.0% |
$1.12M - $1.14M
|
128K
$3.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.3KNew |
$975K - $995K
|
40.3K
$963K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.3KNew |
$903K - $921K
|
37.3K
$891K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3K+ 6.24% |
$853K - $871K
|
601K
$14.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
32KNew |
$774K - $790K
|
32K
$764K
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
29.8KNew |
$722K - $736K
|
29.8K
$712K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.5KNew |
$615K - $628K
|
25.5K
$608K
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
25.3KNew |
$612K - $625K
|
25.3K
$605K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
25.1KNew |
$608K - $620K
|
25.1K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.5KNew |
$569K - $581K
|
23.5K
$562K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.3K+ 49.63% |
$539K - $550K
|
67.2K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.3K+ 35.48% |
$514K - $524K
|
81.2K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21KNew |
$507K - $517K
|
21K
$500K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18.3KNew |
$442K - $451K
|
18.3K
$436K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
16.1KNew |
$389K - $397K
|
16.1K
$384K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$287K - $293K
|
11.9K
$283K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
11.8KNew |
$285K - $291K
|
11.8K
$282K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11K+ 3.99% |
$266K - $271K
|
286K
$6.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3KNew |
$249K - $254K
|
10.3K
$246K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.85KNew |
$238K - $243K
|
9.85K
$235K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.42KNew |
$228K - $232K
|
9.42K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.98KNew |
$217K - $222K
|
8.98K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.33KNew |
$201K - $205K
|
8.33K
$199K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.39KNew |
$106K - $108K
|
4.39K
$105K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
3.68K+ 38.64% |
$88.9K - $90.7K
|
13.2K
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.98K+ 241.54% |
$72.1K - $73.6K
|
4.22K
$101K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.67K+ 77.69% |
$64.5K - $65.8K
|
6.1K
$146K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$60.5K - $61.7K
|
2.5K
$59.7K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.1KNew |
$26.6K - $27.1K
|
1.1K
$26.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 7.25% |
$25.8K - $26.3K
|
15.8K
$377K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
609+ 1.23% |
$14.7K - $15K
|
50K
$1.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
380New |
$9.19K - $9.37K
|
380
$9.07K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131New |
$3.17K - $3.23K
|
131
$3.13K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.36KClosed |
$32.9K - $33.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98KClosed |
$47.8K - $48.7K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.18K- 0.64% |
$77K - $78.5K
|
496K
$11.8M
|