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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.5K- 18.84% |
$1.04M - $1.04M
|
187K
$4.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.7K- 8.6% |
$1.07M - $1.07M
|
475K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.5K- 18.74% |
$1.14M - $1.14M
|
206K
$4.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-53.4K- 2.67% |
$1.28M - $1.28M
|
1.95M
$46.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.8K- 31.36% |
$1.28M - $1.29M
|
118K
$2.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-54.2K- 13.63% |
$1.29M - $1.3M
|
343K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.7K- 41.21% |
$1.83M - $1.84M
|
109K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-79K- 6.18% |
$1.89M - $1.9M
|
1.2M
$28.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-85.5K- 90.86% |
$2.04M - $2.05M
|
8.61K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.1K- 12.76% |
$2.25M - $2.26M
|
644K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-95.8K- 73.88% |
$2.29M - $2.3M
|
33.8K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-96.2K- 78.32% |
$2.3M - $2.31M
|
26.6K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-128K- 14.46% |
$3.05M - $3.07M
|
757K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-137K- 11.09% |
$3.28M - $3.29M
|
1.1M
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-150K- 20.05% |
$3.59M - $3.61M
|
599K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-162K- 81.55% |
$3.88M - $3.9M
|
36.7K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-176K- 4.8% |
$4.2M - $4.22M
|
3.48M
$83.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-185K- 45.56% |
$4.42M - $4.44M
|
221K
$5.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-189K- 4.82% |
$4.52M - $4.54M
|
3.74M
$89.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-209K- 24.12% |
$4.99M - $5.02M
|
657K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-215K- 24.67% |
$5.14M - $5.17M
|
657K
$15.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-235K- 11.04% |
$5.61M - $5.64M
|
1.89M
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-258K- 4.91% |
$6.15M - $6.18M
|
4.99M
$119M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-307K- 22.58% |
$7.33M - $7.37M
|
1.05M
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-362K- 62.15% |
$8.64M - $8.69M
|
220K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-393K- 95.34% |
$9.39M - $9.44M
|
19.2K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-453K- 58.77% |
$10.8M - $10.9M
|
318K
$7.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-466K- 21.02% |
$11.1M - $11.2M
|
1.75M
$41.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-471K- 62.97% |
$11.2M - $11.3M
|
277K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-615K- 31.65% |
$14.7M - $14.8M
|
1.33M
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-686K- 99.92% |
$16.4M - $16.5M
|
563
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-929K- 88.95% |
$22.2M - $22.3M
|
115K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.4M- 85.32% |
$486M - $489M
|
3.5M
$83.6M
|