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 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
16.8KNew |
$398K - $401K
|
16.8K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.8K+ 12.7% |
$398K - $401K
|
149K
$3.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
15.8K+ 2.37% |
$374K - $377K
|
682K
$16.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15.5K+ 34.61% |
$368K - $371K
|
60.3K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
15.4KNew |
$365K - $368K
|
15.4K
$367K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
15.3KNew |
$362K - $365K
|
15.3K
$364K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 5.56% |
$360K - $362K
|
288K
$6.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
14.4K+ 65.18% |
$341K - $343K
|
36.4K
$868K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 23.76% |
$333K - $335K
|
73K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13.7K+ 21.64% |
$324K - $327K
|
76.8K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$313K - $315K
|
13.2K
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
12.8KNew |
$304K - $306K
|
12.8K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$298K - $300K
|
12.6K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12.1K+ 23.57% |
$287K - $289K
|
63.3K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$286K - $288K
|
12K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12KNew |
$285K - $287K
|
12K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$282K - $284K
|
11.9K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.8KNew |
$280K - $282K
|
11.8K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7KNew |
$278K - $280K
|
11.7K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.4KNew |
$271K - $273K
|
11.4K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
11.3K+ 37.85% |
$269K - $271K
|
41.2K
$985K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 13.93% |
$265K - $267K
|
91.4K
$2.18M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$258K - $260K
|
10.9K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.7KNew |
$254K - $256K
|
10.7K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.6K+ 106.66% |
$252K - $253K
|
20.5K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.2K+ 93.32% |
$243K - $245K
|
21.2K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$239K - $241K
|
10.1K
$241K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.85K+ 11.3% |
$234K - $235K
|
97K
$2.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9.28K+ 44.29% |
$220K - $222K
|
30.2K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.77K+ 80.61% |
$208K - $210K
|
19.6K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.58KNew |
$204K - $205K
|
8.58K
$205K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.39KNew |
$199K - $200K
|
8.39K
$200K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
8.2K+ 94.9% |
$195K - $196K
|
16.8K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.09K+ 60.5% |
$192K - $193K
|
21.5K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.42K+ 16.93% |
$176K - $177K
|
51.2K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
7.2KNew |
$171K - $172K
|
7.2K
$172K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.84K+ 3.29% |
$163K - $164K
|
215K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.7K+ 209.38% |
$159K - $160K
|
9.9K
$236K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.44K+ 1.57% |
$153K - $154K
|
418K
$9.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.27K+ 9.9% |
$149K - $150K
|
69.6K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.43K+ 21.64% |
$129K - $130K
|
30.5K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.32K+ 14.65% |
$126K - $127K
|
41.6K
$994K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.17K+ 51.33% |
$123K - $124K
|
15.2K
$364K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.04K+ 15.19% |
$120K - $121K
|
38.2K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.78KNew |
$89.8K - $90.5K
|
3.78K
$90.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$83.2K - $83.7K
|
3.5K
$83.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.47K+ 13.1% |
$82.3K - $82.9K
|
29.9K
$715K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.17K+ 1.4% |
$75.3K - $75.8K
|
230K
$5.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.1K+ 15.35% |
$73.6K - $74.1K
|
23.3K
$556K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.07KNew |
$72.9K - $73.4K
|
3.07K
$73.3K
|