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 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-614- 0.8% |
$14.6K - $14.7K
|
76.6K
$1.83M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.06K- 6.44% |
$25.2K - $25.5K
|
15.4K
$368K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.18K- 1.62% |
$28.1K - $28.4K
|
71.8K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.64K- 8.98% |
$39K - $39.4K
|
16.6K
$397K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 6.75% |
$40.4K - $40.8K
|
23.5K
$561K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.81K- 1.18% |
$43K - $43.4K
|
151K
$3.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.59K- 15.54% |
$61.5K - $62.1K
|
14.1K
$335K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3K- 4.84% |
$71.3K - $72K
|
58.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.56K- 0.64% |
$84.7K - $85.5K
|
553K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.9K- 42.31% |
$92.7K - $93.7K
|
5.32K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 26.44% |
$113K - $114K
|
13.2K
$316K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.13K- 8.3% |
$122K - $123K
|
56.6K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-5.2K- 36.23% |
$124K - $125K
|
9.15K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.63K- 12.16% |
$134K - $135K
|
40.7K
$971K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.33K- 6.52% |
$150K - $152K
|
90.8K
$2.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.16K- 1.28% |
$170K - $172K
|
551K
$13.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.38K- 43.74% |
$175K - $177K
|
9.49K
$227K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.92K- 43.82% |
$188K - $190K
|
10.1K
$242K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-8.5K- 4.23% |
$202K - $204K
|
193K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.55K- 1.76% |
$227K - $229K
|
533K
$12.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.96K- 36.6% |
$237K - $239K
|
17.2K
$412K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.3K- 49.78% |
$270K - $272K
|
11.4K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.6K- 35.2% |
$419K - $423K
|
32.5K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.6K- 55.57% |
$537K - $542K
|
18.1K
$431K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-22.6K- 3.43% |
$538K - $543K
|
638K
$15.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.1K- 8.03% |
$550K - $556K
|
265K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-28.3K- 19.28% |
$672K - $678K
|
118K
$2.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-29.1K- 6.17% |
$691K - $698K
|
442K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.8K- 6.01% |
$708K - $715K
|
466K
$11.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-53K- 13.81% |
$1.26M - $1.27M
|
331K
$7.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-55.3K- 21.55% |
$1.31M - $1.33M
|
201K
$4.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-59.3K- 12.39% |
$1.41M - $1.42M
|
419K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.8K- 34.59% |
$1.64M - $1.65M
|
130K
$3.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-69.4K- 22.38% |
$1.65M - $1.67M
|
241K
$5.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76.5K- 26.34% |
$1.82M - $1.84M
|
214K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-123K- 40.66% |
$2.93M - $2.96M
|
180K
$4.29M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-134K- 56.36% |
$3.19M - $3.23M
|
104K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-357K- 17.4% |
$8.49M - $8.57M
|
1.7M
$40.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-374K- 59.24% |
$8.88M - $8.97M
|
257K
$6.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-544K- 65.51% |
$12.9M - $13.1M
|
286K
$6.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33M- 73.85% |
$31.5M - $31.8M
|
470K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.52M- 91.54% |
$36.2M - $36.6M
|
141K
$3.36M
|