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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
26.8K+ 23.9% |
$636K - $642K
|
139K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25.8KNew |
$614K - $620K
|
25.8K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
25.5K+ 21.92% |
$607K - $613K
|
142K
$3.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
25.5KNew |
$605K - $611K
|
25.5K
$608K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
24.8K+ 11.05% |
$589K - $595K
|
249K
$5.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
24.1KNew |
$573K - $579K
|
24.1K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.2KNew |
$553K - $558K
|
23.2K
$555K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
23K+ 44.33% |
$546K - $551K
|
74.7K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.6K+ 59.44% |
$536K - $542K
|
60.5K
$1.44M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
21.1K+ 120.64% |
$502K - $507K
|
38.7K
$923K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.1KNew |
$501K - $506K
|
21.1K
$503K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
20.3K+ 21.42% |
$481K - $486K
|
115K
$2.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.2K+ 15.51% |
$480K - $485K
|
150K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9KNew |
$472K - $477K
|
19.9K
$474K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 3.17% |
$466K - $471K
|
639K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6KNew |
$465K - $470K
|
19.6K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.5K+ 12.66% |
$463K - $468K
|
173K
$4.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
19.4K+ 17.43% |
$461K - $466K
|
131K
$3.12M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
19.1KNew |
$453K - $458K
|
19.1K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18.6K+ 17.21% |
$441K - $446K
|
126K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
18.4KNew |
$437K - $441K
|
18.4K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.3K+ 17.78% |
$436K - $440K
|
121K
$2.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17.7K+ 24.93% |
$421K - $426K
|
88.8K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17.5K+ 8.55% |
$415K - $419K
|
222K
$5.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
17KNew |
$403K - $407K
|
17K
$405K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16.8K+ 8.21% |
$399K - $403K
|
221K
$5.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.7K+ 53.17% |
$396K - $400K
|
48.1K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.8KNew |
$376K - $380K
|
15.8K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6K+ 7.7% |
$370K - $374K
|
218K
$5.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.3K+ 12.27% |
$363K - $367K
|
140K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$346K - $349K
|
14.6K
$347K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
14.4K+ 5.93% |
$343K - $346K
|
258K
$6.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14K+ 121.55% |
$333K - $336K
|
25.5K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5K+ 1.5% |
$321K - $324K
|
916K
$21.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
12.7K+ 16.53% |
$302K - $305K
|
89.7K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 8.15% |
$301K - $304K
|
168K
$4.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.9K+ 3.86% |
$283K - $285K
|
320K
$7.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.7KNew |
$278K - $281K
|
11.7K
$279K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
11.7KNew |
$277K - $280K
|
11.7K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.6K+ 36.12% |
$277K - $279K
|
43.8K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
11K+ 98.99% |
$262K - $264K
|
22.1K
$528K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10.8K+ 22.07% |
$256K - $258K
|
59.5K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.77K+ 10.65% |
$232K - $234K
|
101K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.51K+ 8.65% |
$226K - $228K
|
120K
$2.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
9.26KNew |
$220K - $222K
|
9.26K
$221K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.23K+ 44.34% |
$219K - $222K
|
30K
$717K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.64K+ 5.81% |
$205K - $208K
|
158K
$3.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.62K+ 64.5% |
$205K - $207K
|
22K
$525K
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8.61KNew |
$205K - $207K
|
8.61K
$205K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.47K+ 15.17% |
$201K - $203K
|
64.3K
$1.53M
|