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 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
33.9K+ 12.44% |
$805K - $809K
|
307K
$7.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
33.8KNew |
$802K - $807K
|
33.8K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.5K+ 15.38% |
$794K - $799K
|
251K
$6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
33.1K+ 24.87% |
$785K - $789K
|
166K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.5K+ 12.35% |
$770K - $775K
|
295K
$7.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
31.5K+ 18.76% |
$747K - $751K
|
199K
$4.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
27.5K+ 5.7% |
$651K - $655K
|
509K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.4K+ 140.11% |
$650K - $654K
|
47K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.4KNew |
$578K - $581K
|
24.4K
$581K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
24.2K+ 206.73% |
$574K - $577K
|
35.9K
$857K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22.9K+ 35.54% |
$542K - $545K
|
87.2K
$2.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
22KNew |
$522K - $525K
|
22K
$526K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22K+ 59.29% |
$521K - $524K
|
59K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
22KNew |
$521K - $524K
|
22K
$524K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21.8K+ 99.42% |
$518K - $521K
|
43.8K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.7KNew |
$514K - $517K
|
21.7K
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
21K+ 47.08% |
$499K - $501K
|
65.7K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
19.5KNew |
$462K - $465K
|
19.5K
$465K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
19.2KNew |
$455K - $458K
|
19.2K
$458K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.9KNew |
$449K - $451K
|
18.9K
$452K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
18.9KNew |
$449K - $451K
|
18.9K
$452K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 2.86% |
$433K - $435K
|
657K
$15.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
17.7K+ 29.75% |
$420K - $422K
|
77.2K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.1KNew |
$382K - $384K
|
16.1K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16K+ 13.37% |
$379K - $381K
|
136K
$3.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 1.96% |
$370K - $372K
|
811K
$19.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.1K+ 31.34% |
$357K - $359K
|
63.1K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15K+ 4.11% |
$357K - $359K
|
381K
$9.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.9KNew |
$354K - $356K
|
14.9K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7KNew |
$349K - $351K
|
14.7K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 73.58% |
$347K - $348K
|
34.5K
$823K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 60.75% |
$335K - $337K
|
37.4K
$892K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14.1KNew |
$334K - $336K
|
14.1K
$336K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.4K+ 6.87% |
$317K - $319K
|
208K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12K+ 13.61% |
$284K - $285K
|
99.8K
$2.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
11.2K+ 50.89% |
$265K - $267K
|
33.2K
$792K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.9KNew |
$258K - $259K
|
10.9K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 8.72% |
$251K - $253K
|
132K
$3.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
10.5K+ 13.62% |
$250K - $251K
|
87.9K
$2.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
10.5KNew |
$249K - $250K
|
10.5K
$251K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
10.3K+ 34.44% |
$245K - $247K
|
40.4K
$964K
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.1K+ 1.54% |
$240K - $242K
|
666K
$15.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.93KNew |
$236K - $237K
|
9.93K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.32K+ 17.26% |
$221K - $222K
|
63.3K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.27K+ 1.62% |
$220K - $221K
|
583K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9.15K+ 7.24% |
$217K - $218K
|
136K
$3.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
8.64KNew |
$205K - $206K
|
8.64K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.4KNew |
$199K - $200K
|
8.4K
$201K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.66K+ 17.47% |
$182K - $183K
|
51.5K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.17K+ 6.31% |
$170K - $171K
|
121K
$2.89M
|