Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.27K- 29.71% |
$126K - $127K
|
12.5K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.69K- 5.3% |
$136K - $137K
|
102K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.94K- 7.07% |
$142K - $142K
|
78K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.06K- 17.71% |
$145K - $146K
|
28.2K
$672K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.37K- 22.66% |
$152K - $153K
|
21.7K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.62K- 1.36% |
$158K - $159K
|
480K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.93K- 9.02% |
$166K - $166K
|
69.9K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-7.17K- 1.24% |
$171K - $172K
|
571K
$13.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-7.35K- 5.44% |
$176K - $177K
|
128K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-7.72K- 28.36% |
$184K - $185K
|
19.5K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.73K- 16.66% |
$184K - $186K
|
38.6K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.79K- 1.49% |
$186K - $187K
|
514K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-8.14K- 3.67% |
$194K - $195K
|
214K
$5.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.18K- 36.66% |
$195K - $196K
|
14.1K
$337K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.51K- 43.35% |
$203K - $204K
|
11.1K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.58K- 28.66% |
$205K - $206K
|
21.4K
$510K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-9.3K- 36.76% |
$222K - $223K
|
16K
$382K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.76K- 3.61% |
$233K - $234K
|
261K
$6.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.2K- 14.48% |
$291K - $292K
|
71.9K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-13.7K- 56.1% |
$327K - $328K
|
10.7K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-14.6K- 24.66% |
$349K - $351K
|
44.7K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.3K- 98.38% |
$365K - $367K
|
252
$6.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.4K- 47.78% |
$369K - $371K
|
16.9K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.8K- 3.85% |
$400K - $403K
|
418K
$9.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 25.81% |
$402K - $404K
|
48.4K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-18.4K- 36.06% |
$440K - $442K
|
32.7K
$779K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-19.8K- 15.11% |
$473K - $475K
|
111K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.4K- 3.93% |
$486K - $489K
|
498K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-20.5K- 8.87% |
$489K - $491K
|
210K
$5.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-20.9K- 32.84% |
$499K - $501K
|
42.7K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-21.7K- 15.5% |
$519K - $522K
|
118K
$2.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-22.5K- 69.34% |
$538K - $541K
|
9.97K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.6K- 15.22% |
$563K - $566K
|
131K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-24.7K- 35.13% |
$590K - $594K
|
45.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.5K- 6.81% |
$609K - $612K
|
349K
$8.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.1K- 22.36% |
$648K - $651K
|
94.2K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-27.2K- 10.91% |
$651K - $654K
|
223K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29K- 8.16% |
$693K - $697K
|
327K
$7.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-29.7K- 5.58% |
$710K - $714K
|
503K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.9K- 7.18% |
$739K - $743K
|
400K
$9.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-31.8K- 9.22% |
$760K - $764K
|
313K
$7.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-32.9K- 31.62% |
$786K - $790K
|
71.1K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.2K- 9.14% |
$792K - $796K
|
330K
$7.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-37K- 19.02% |
$883K - $888K
|
157K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37.2K- 15.72% |
$888K - $892K
|
199K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-37.7K- 17.17% |
$900K - $905K
|
182K
$4.34M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-37.8K- 50.16% |
$904K - $909K
|
37.6K
$898K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-39.9K- 42.3% |
$953K - $958K
|
54.4K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-42.7K- 38.26% |
$1.02M - $1.03M
|
68.9K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.5K- 18.84% |
$1.04M - $1.04M
|
187K
$4.48M
|