Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.2MNew |
$52.3M - $52.6M
|
2.2M
$52.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
998K+ 5.52% |
$23.7M - $23.9M
|
19.1M
$455M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
750K+ 98.99% |
$17.8M - $17.9M
|
1.51M
$36M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
701K+ 112.72% |
$16.6M - $16.8M
|
1.32M
$31.6M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
593KNew |
$14.1M - $14.2M
|
593K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
592KNew |
$14.1M - $14.2M
|
592K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
543K+ 291.3% |
$12.9M - $13M
|
729K
$17.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
479KNew |
$11.4M - $11.5M
|
479K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
427K+ 59.28% |
$10.1M - $10.2M
|
1.15M
$27.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
400K+ 135.33% |
$9.5M - $9.56M
|
695K
$16.6M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
377KNew |
$8.95M - $9.01M
|
377K
$8.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351K+ 868.83% |
$8.34M - $8.4M
|
392K
$9.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
340KNew |
$8.07M - $8.12M
|
340K
$8.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
338K+ 27.0% |
$8.04M - $8.09M
|
1.59M
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311K+ 88.45% |
$7.38M - $7.43M
|
662K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
283K+ 6.77% |
$6.72M - $6.76M
|
4.46M
$107M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
266K+ 29.75% |
$6.33M - $6.37M
|
1.16M
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 548.92% |
$6.13M - $6.17M
|
305K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
257K+ 17.97% |
$6.1M - $6.14M
|
1.69M
$40.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
240K+ 35.98% |
$5.7M - $5.73M
|
906K
$21.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
213K+ 981.29% |
$5.05M - $5.08M
|
234K
$5.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
179K+ 132.26% |
$4.26M - $4.29M
|
315K
$7.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
155K+ 14.87% |
$3.69M - $3.71M
|
1.2M
$28.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
153K+ 153.23% |
$3.63M - $3.66M
|
253K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 13.28% |
$3.57M - $3.59M
|
1.28M
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
146K+ 58.22% |
$3.47M - $3.5M
|
397K
$9.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139K+ 134.22% |
$3.31M - $3.33M
|
243K
$5.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
136K+ 708.28% |
$3.23M - $3.25M
|
155K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127K+ 18.5% |
$3.01M - $3.03M
|
811K
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
115KNew |
$2.73M - $2.75M
|
115K
$2.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112K+ 172.78% |
$2.65M - $2.67M
|
176K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
110K+ 186.55% |
$2.62M - $2.63M
|
169K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109K+ 16.76% |
$2.58M - $2.6M
|
757K
$18.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
106KNew |
$2.52M - $2.54M
|
106K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 8.05% |
$2.52M - $2.54M
|
1.43M
$34M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
102KNew |
$2.43M - $2.45M
|
102K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
97.8K+ 48.92% |
$2.32M - $2.34M
|
298K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
89.1KNew |
$2.12M - $2.13M
|
89.1K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
86.9K+ 603.76% |
$2.06M - $2.08M
|
101K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
85.7K+ 130.41% |
$2.03M - $2.05M
|
151K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
BUY
|
- |
83.6KNew |
$1.99M - $2M
|
83.6K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
83.4KNew |
$1.98M - $1.99M
|
83.4K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
82.7KNew |
$1.96M - $1.98M
|
82.7K
$1.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
74.2K+ 44.67% |
$1.76M - $1.77M
|
240K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
68.2K+ 21.29% |
$1.62M - $1.63M
|
388K
$9.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
67.5K+ 1.98% |
$1.6M - $1.61M
|
3.48M
$83.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 387.7% |
$1.58M - $1.59M
|
83.4K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
64.2KNew |
$1.52M - $1.53M
|
64.2K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
63.9K+ 11.24% |
$1.52M - $1.53M
|
632K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
63K+ 19.37% |
$1.5M - $1.51M
|
388K
$9.26M
|