Purchases and Sales Made in Q2 2023 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 2023. 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, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79MNew |
$42.5M - $42.9M
|
1.79M
$42.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.72M+ 11.36% |
$41M - $41.4M
|
16.9M
$403M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
702K+ 25.49% |
$16.7M - $16.8M
|
3.45M
$82.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
486K+ 3080.3% |
$11.5M - $11.7M
|
501K
$12M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
397KNew |
$9.45M - $9.54M
|
397K
$9.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
308K+ 33.02% |
$7.32M - $7.4M
|
1.24M
$29.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
303K+ 45.76% |
$7.21M - $7.28M
|
966K
$23M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
301K+ 13.45% |
$7.15M - $7.22M
|
2.54M
$60.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
252K+ 6.23% |
$5.98M - $6.04M
|
4.29M
$102M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
236K+ 69.9% |
$5.61M - $5.67M
|
574K
$13.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
223K+ 393.45% |
$5.3M - $5.35M
|
280K
$6.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
214K+ 36.79% |
$5.09M - $5.14M
|
796K
$19M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
212K+ 10.69% |
$5.03M - $5.08M
|
2.19M
$52.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
211K+ 574.19% |
$5.02M - $5.07M
|
248K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 4.97% |
$4.7M - $4.75M
|
4.18M
$99.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
194KNew |
$4.62M - $4.67M
|
194K
$4.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
182K+ 199.73% |
$4.32M - $4.37M
|
273K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
177K+ 8.66% |
$4.21M - $4.26M
|
2.22M
$53.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
169K+ 34.74% |
$4.02M - $4.06M
|
656K
$15.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
135K+ 411.15% |
$3.21M - $3.24M
|
168K
$4.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
123K+ 30.65% |
$2.93M - $2.96M
|
525K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
118KNew |
$2.8M - $2.83M
|
118K
$2.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
99.4K+ 5.96% |
$2.36M - $2.39M
|
1.77M
$42.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90K+ 12.62% |
$2.14M - $2.16M
|
804K
$19.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
83.6KNew |
$1.99M - $2.01M
|
83.6K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.4K+ 75.04% |
$1.58M - $1.59M
|
155K
$3.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
62.9K+ 1.7% |
$1.49M - $1.51M
|
3.77M
$89.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
58.2K+ 13.75% |
$1.38M - $1.4M
|
482K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
50.3KNew |
$1.19M - $1.21M
|
50.3K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.9K+ 253.63% |
$1.19M - $1.2M
|
69.6K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
49.9K+ 32.79% |
$1.19M - $1.2M
|
202K
$4.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.7K+ 11.01% |
$1.16M - $1.17M
|
491K
$11.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
46.6K+ 19.56% |
$1.11M - $1.12M
|
285K
$6.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45.8K+ 14.42% |
$1.09M - $1.1M
|
363K
$8.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
42.6K+ 18.99% |
$1.01M - $1.02M
|
267K
$6.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
41.3K+ 1227.73% |
$982K - $992K
|
44.7K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.2K+ 264.94% |
$932K - $941K
|
54K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
38.8K+ 3.55% |
$923K - $932K
|
1.13M
$27M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.6K+ 35.92% |
$918K - $927K
|
146K
$3.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.6KNew |
$917K - $926K
|
38.6K
$921K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
37KNew |
$881K - $889K
|
37K
$884K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.5K+ 15.61% |
$844K - $852K
|
263K
$6.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
32.7K+ 59.33% |
$777K - $785K
|
87.8K
$2.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
30.4K+ 29.58% |
$722K - $729K
|
133K
$3.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
30.3K+ 2.68% |
$719K - $726K
|
1.16M
$27.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
29.5K+ 142.96% |
$701K - $708K
|
50.1K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.4K+ 73.34% |
$699K - $706K
|
69.5K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.3K+ 15.15% |
$696K - $703K
|
223K
$5.31M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
27.6KNew |
$657K - $663K
|
27.6K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.8K+ 7.91% |
$638K - $644K
|
366K
$8.73M
|