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
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.4K+ 157.6% |
$200K - $202K
|
13.7K
$328K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.03K+ 43.55% |
$191K - $193K
|
26.5K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 2.56% |
$152K - $153K
|
256K
$6.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.73K+ 3.74% |
$136K - $138K
|
159K
$3.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
4.8K+ 17.61% |
$114K - $115K
|
32.1K
$765K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
3.99K+ 3.87% |
$94.8K - $95.7K
|
107K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.58K+ 7.05% |
$85.2K - $86K
|
54.4K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.2KNew |
$76.1K - $76.8K
|
3.2K
$76.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.05K+ 6.71% |
$72.4K - $73.1K
|
48.4K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3K+ 4768.25% |
$71.4K - $72.1K
|
3.07K
$73.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3K+ 19.74% |
$71.3K - $72K
|
18.2K
$434K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 25.33% |
$64.8K - $65.5K
|
13.5K
$322K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.54K+ 3.39% |
$60.4K - $61K
|
77.4K
$1.85M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.47K+ 12.65% |
$58.7K - $59.3K
|
22K
$525K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.09KNew |
$49.6K - $50.1K
|
2.09K
$49.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.05K+ 2.41% |
$48.7K - $49.2K
|
87.2K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.99K+ 8.63% |
$47.2K - $47.7K
|
25K
$596K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.85K+ 0.35% |
$43.9K - $44.3K
|
527K
$12.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.79K+ 10.16% |
$42.6K - $43K
|
19.4K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.71K+ 0.42% |
$40.6K - $41K
|
413K
$9.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.69K+ 2970.18% |
$40.2K - $40.6K
|
1.75K
$41.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36KNew |
$32.3K - $32.6K
|
1.36K
$32.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29K+ 7.97% |
$30.7K - $31K
|
17.5K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 8.98% |
$27.5K - $27.7K
|
14K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.03K+ 1.06% |
$24.5K - $24.8K
|
98.8K
$2.36M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
986+ 212.5% |
$23.4K - $23.7K
|
1.45K
$34.6K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
986+ 212.5% |
$23.4K - $23.7K
|
1.45K
$34.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
948+ 8.62% |
$22.5K - $22.8K
|
11.9K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
710+ 5.06% |
$16.9K - $17K
|
14.7K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
548+ 0.65% |
$13K - $13.2K
|
85.3K
$2.04M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$11.9K - $12K
|
500
$11.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
500New |
$11.9K - $12K
|
500
$11.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
457+ 1.66% |
$10.9K - $11K
|
28K
$669K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
443+ 3.99% |
$10.5K - $10.6K
|
11.6K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
348+ 2.28% |
$8.27K - $8.36K
|
15.6K
$373K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
348+ 2.28% |
$8.27K - $8.36K
|
15.6K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
319+ 1.36% |
$7.58K - $7.66K
|
23.8K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
259+ 8.88% |
$6.16K - $6.22K
|
3.18K
$75.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
246+ 2.13% |
$5.85K - $5.91K
|
11.8K
$281K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
199+ 1.42% |
$4.73K - $4.78K
|
14.3K
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57+ 1.04% |
$1.35K - $1.37K
|
5.55K
$132K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 3.06% |
$642 - $648
|
908
$21.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.44% |
$166 - $168
|
1.58K
$37.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-26- 86.67% |
$618 - $624
|
4
$95.5
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-40- 0.65% |
$951 - $960
|
6.12K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-153- 1.7% |
$3.64K - $3.67K
|
8.83K
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-501- 37.53% |
$11.9K - $12K
|
834
$19.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-514- 2.25% |
$12.2K - $12.3K
|
22.3K
$532K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-565- 0.49% |
$13.4K - $13.6K
|
114K
$2.71M
|