Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)

IBTE Quotes by TradingView

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
Nov 09, 2023 Q3 2023
Atlantic Private Wealth, LLC

BUY
 -
6.27K
+ 4.42%
$149K - $150K
148K $3.54M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.85K
New
$139K - $140K
5.85K $140K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
5.71K
+ 2.14%
$135K - $136K
273K $6.51M
Oct 10, 2023 Q3 2023
Trinity Wealth Management, LLC

BUY
 -
5.41K
+ 2.45%
$128K - $129K
227K $5.41M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
5.31K
+ 3.37%
$126K - $127K
163K $3.89M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.9K
+ 3.5%
$116K - $117K
145K $3.46M
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
4.74K
+ 18.62%
$113K - $113K
30.2K $721K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.56K
+ 7.53%
$108K - $109K
65.1K $1.55M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4.2K
+ 3.41%
$99.7K - $100K
128K $3.04M
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
3.92K
+ 14.17%
$92.9K - $93.4K
31.5K $753K
Nov 13, 2023 Q3 2023
Boston Family Office LLC

Boston, MA
BUY
 -
3.54K
+ 4.15%
$84K - $84.4K
88.8K $2.12M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
3.53K
+ 3.48%
$83.7K - $84.1K
105K $2.51M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.09K
+ 22.04%
$73.3K - $73.7K
17.1K $408K
Nov 09, 2023 Q3 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
2.58K
+ 14.02%
$61.1K - $61.4K
20.9K $500K
Oct 24, 2023 Q3 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
2.36K
+ 27.43%
$56K - $56.3K
11K $262K
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
2.1K
+ 127.27%
$49.8K - $50.1K
3.75K $89.5K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
2K
+ 10.99%
$47.4K - $47.7K
20.2K $482K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
1.94K
+ 3.56%
$46K - $46.2K
56.3K $1.34M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.9K
New
$45K - $45.2K
1.9K $45.3K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
1.89K
+ 90.7%
$44.9K - $45.1K
3.98K $95K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.7K
+ 7.23%
$40.3K - $40.5K
25.2K $602K
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.56K
+ 9.34%
$36.9K - $37.1K
18.2K $434K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.55K
+ 2.16%
$36.8K - $37K
73.3K $1.75M
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

BUY
 -
1.55K
+ 0.6%
$36.7K - $36.9K
259K $6.19M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
1.48K
+ 12.85%
$35.2K - $35.4K
13K $311K
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
1.24K
+ 1.38%
$29.3K - $29.5K
90.9K $2.17M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
1.1K
+ 1.11%
$26K - $26.2K
99.9K $2.38M
Nov 15, 2023 Q3 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
1.01K
+ 6.43%
$23.8K - $24K
16.6K $397K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
970
+ 1.93%
$23K - $23.1K
51.2K $1.22M
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
822
+ 9.3%
$19.5K - $19.6K
9.66K $230K
Oct 19, 2023 Q3 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
801
+ 8.76%
$19K - $19.1K
9.95K $237K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
748
+ 4.28%
$17.7K - $17.8K
18.2K $435K
Oct 25, 2023 Q3 2023
Wespac Advisors, LLC

BUY
 -
730
+ 3.54%
$17.3K - $17.4K
21.4K $510K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
501
+ 60.07%
$11.9K - $11.9K
1.34K $31.9K
Oct 26, 2023 Q3 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
408
New
$9.68K - $9.73K
408 $9.74K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
387
+ 2.31%
$9.18K - $9.23K
17.1K $409K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
355
+ 1.49%
$8.42K - $8.47K
24.2K $577K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
326
New
$7.73K - $7.78K
326 $7.78K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
309
New
$7.33K - $7.37K
309 $7.38K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
263
+ 16.64%
$6.24K - $6.27K
1.84K $44K
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
260
+ 1.69%
$6.17K - $6.2K
15.7K $374K
Oct 31, 2023 Q3 2023
Adirondack Trust CO

BUY
 -
218
+ 43.6%
$5.17K - $5.2K
718 $17.1K
Oct 10, 2023 Q3 2023
Greenfield Savings Bank

BUY
 -
200
+ 1.71%
$4.74K - $4.77K
11.9K $283K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
197
New
$4.67K - $4.7K
197 $4.7K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
172
New
$4.08K - $4.1K
172 $4.11K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
168
New
$3.98K - $4.01K
168 $4.01K
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
144
+ 0.19%
$3.42K - $3.43K
76.7K $1.83M
Oct 10, 2023 Q3 2023
Strid Group, LLC

BUY
 -
132
+ 0.73%
$3.13K - $3.15K
18.3K $436K
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
100
+ 20.0%
$2.37K - $2.39K
600 $14.3K

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