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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62.7K+ 168.75% |
$1.49M - $1.5M
|
99.8K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59K+ 21.04% |
$1.4M - $1.41M
|
339K
$8.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
56.6K+ 20.0% |
$1.34M - $1.35M
|
339K
$8.1M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
55.2K+ 174.85% |
$1.31M - $1.32M
|
86.7K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54.5K+ 151.91% |
$1.3M - $1.3M
|
90.4K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.5K+ 3755.93% |
$1.29M - $1.3M
|
55.9K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
54.3KNew |
$1.29M - $1.3M
|
54.3K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
54.3K+ 41.4% |
$1.29M - $1.3M
|
185K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
53.2KNew |
$1.26M - $1.27M
|
53.2K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
53KNew |
$1.26M - $1.27M
|
53K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
50.1K+ 13.55% |
$1.19M - $1.2M
|
420K
$10M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
48.7K+ 2.78% |
$1.16M - $1.16M
|
1.8M
$43M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
46.9K+ 8.04% |
$1.11M - $1.12M
|
630K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 17.65% |
$1.05M - $1.06M
|
295K
$7.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
42.9KNew |
$1.02M - $1.03M
|
42.9K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
40K+ 71.08% |
$951K - $957K
|
96.4K
$2.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37K+ 6.53% |
$878K - $884K
|
604K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
36.9K+ 24.89% |
$876K - $882K
|
185K
$4.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
35.7K+ 340.1% |
$848K - $853K
|
46.2K
$1.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
32.6K+ 37.25% |
$773K - $779K
|
120K
$2.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.5K+ 91.53% |
$749K - $754K
|
66K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
30.8K+ 18.9% |
$731K - $736K
|
194K
$4.62M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
30KNew |
$712K - $717K
|
30K
$716K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.6KNew |
$702K - $707K
|
29.6K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.9KNew |
$686K - $691K
|
28.9K
$689K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
28.7K+ 80.59% |
$682K - $686K
|
64.3K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.2K+ 40.31% |
$623K - $627K
|
91.3K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.2K+ 19.34% |
$623K - $627K
|
162K
$3.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.6KNew |
$609K - $613K
|
25.6K
$612K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
24.4KNew |
$579K - $583K
|
24.4K
$582K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.9K+ 1297.72% |
$568K - $572K
|
25.8K
$615K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
23.8K+ 2.72% |
$565K - $569K
|
898K
$21.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.7K+ 1485.64% |
$563K - $567K
|
25.3K
$604K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
23.5KNew |
$558K - $562K
|
23.5K
$561K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.1K+ 3.51% |
$548K - $552K
|
681K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.8K+ 75.58% |
$542K - $546K
|
53K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.1K+ 22.15% |
$525K - $529K
|
122K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
21.2K+ 23.87% |
$504K - $507K
|
110K
$2.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21.2K+ 27.41% |
$503K - $506K
|
98.4K
$2.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
20.7K+ 25.06% |
$492K - $495K
|
103K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20KNew |
$476K - $479K
|
20K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.8K+ 7.74% |
$469K - $473K
|
275K
$6.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$438K - $441K
|
18.4K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
18.3KNew |
$434K - $437K
|
18.3K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 9.6% |
$430K - $433K
|
207K
$4.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
17.7KNew |
$421K - $424K
|
17.7K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6K+ 9.75% |
$418K - $420K
|
198K
$4.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.1K+ 122.25% |
$405K - $408K
|
31K
$740K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.9KNew |
$402K - $405K
|
16.9K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
16.9KNew |
$400K - $403K
|
16.9K
$402K
|