Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.82M+ 6556.1% |
$138M - $139M
|
5.91M
$141M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.63MNew |
$38.7M - $39M
|
1.63M
$39M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.18M+ 6.95% |
$27.9M - $28M
|
18.1M
$431M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
874KNew |
$20.7M - $20.9M
|
874K
$20.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
856K+ 215.33% |
$20.3M - $20.4M
|
1.25M
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
786K+ 147.51% |
$18.7M - $18.8M
|
1.32M
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
715K+ 13453.31% |
$17M - $17.1M
|
721K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
645K+ 3059.67% |
$15.3M - $15.4M
|
666K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
578K+ 321.63% |
$13.7M - $13.8M
|
758K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
492K+ 377.88% |
$11.7M - $11.7M
|
622K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
410K+ 24.2% |
$9.73M - $9.79M
|
2.11M
$50.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
223KNew |
$5.29M - $5.32M
|
223K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
215K+ 45.66% |
$5.09M - $5.12M
|
684K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
189KNew |
$4.47M - $4.5M
|
189K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 15.16% |
$4.46M - $4.49M
|
1.43M
$34.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165K+ 17.14% |
$3.93M - $3.95M
|
1.13M
$27M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
157K+ 31.95% |
$3.72M - $3.74M
|
648K
$15.5M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
142KNew |
$3.36M - $3.38M
|
142K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
142KNew |
$3.36M - $3.38M
|
142K
$3.38M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
139K+ 62.85% |
$3.3M - $3.32M
|
361K
$8.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
128K+ 13.92% |
$3.03M - $3.04M
|
1.04M
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126K+ 81.13% |
$2.98M - $3M
|
280K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
117K+ 168.27% |
$2.77M - $2.79M
|
186K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
114K+ 660.39% |
$2.7M - $2.72M
|
131K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.5K+ 37.34% |
$2.27M - $2.28M
|
351K
$8.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91.9K+ 11.44% |
$2.18M - $2.19M
|
896K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
90.3KNew |
$2.14M - $2.15M
|
90.3K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
87.7K+ 16.62% |
$2.08M - $2.09M
|
615K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
87.4KNew |
$2.07M - $2.09M
|
87.4K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81K+ 40.13% |
$1.92M - $1.93M
|
283K
$6.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
79.6K+ 33.08% |
$1.89M - $1.9M
|
320K
$7.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77K+ 44.39% |
$1.83M - $1.84M
|
250K
$5.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
72.6K+ 29.15% |
$1.72M - $1.73M
|
322K
$7.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
67.1K+ 13.38% |
$1.59M - $1.6M
|
568K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
59KNew |
$1.4M - $1.41M
|
59K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53K+ 137.35% |
$1.26M - $1.26M
|
91.5K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48.2K+ 15.09% |
$1.14M - $1.15M
|
368K
$8.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
45.3K+ 16.19% |
$1.07M - $1.08M
|
325K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
44.5KNew |
$1.06M - $1.06M
|
44.5K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
43.9K+ 113.66% |
$1.04M - $1.05M
|
82.6K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.7K+ 7.94% |
$989K - $994K
|
567K
$13.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
40.8K+ 25.64% |
$967K - $973K
|
200K
$4.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
40.7K+ 9.86% |
$965K - $970K
|
453K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38.9K+ 636.31% |
$923K - $928K
|
45K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
38.2K+ 27.51% |
$905K - $910K
|
177K
$4.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.2KNew |
$881K - $886K
|
37.2K
$887K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
36.3K+ 12.73% |
$860K - $865K
|
321K
$7.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
34.6KNew |
$821K - $826K
|
34.6K
$826K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
34.6KNew |
$821K - $826K
|
34.6K
$826K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.2K+ 23.41% |
$811K - $816K
|
180K
$4.3M
|