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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.94KNew |
$69.8K - $70.3K
|
2.94K
$70.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.87KNew |
$68.3K - $68.7K
|
2.87K
$68.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.78KNew |
$66K - $66.5K
|
2.78K
$66.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.63K+ 14.44% |
$62.6K - $63K
|
20.9K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 17.42% |
$60.8K - $61.2K
|
17.3K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$59.4K - $59.8K
|
2.5K
$59.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.47K+ 14.42% |
$58.6K - $59K
|
19.6K
$467K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.39K+ 22.25% |
$56.8K - $57.2K
|
13.1K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.33K+ 9.68% |
$55.4K - $55.8K
|
26.4K
$631K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.31K+ 9.85% |
$54.8K - $55.2K
|
25.7K
$614K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.21K+ 4.29% |
$52.5K - $52.8K
|
53.7K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.92K+ 2.11% |
$45.6K - $45.9K
|
92.8K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.59K+ 4.7% |
$37.7K - $38K
|
35.4K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.51K+ 8.42% |
$36K - $36.2K
|
19.5K
$465K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.4K+ 5.81% |
$33.3K - $33.6K
|
25.6K
$611K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.37K+ 10.0% |
$32.6K - $32.8K
|
15.1K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.36K+ 23.21% |
$32.3K - $32.5K
|
7.21K
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.21K+ 9.28% |
$28.7K - $28.9K
|
14.2K
$340K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02KNew |
$24.2K - $24.4K
|
1.02K
$24.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
767+ 2.97% |
$18.2K - $18.3K
|
26.6K
$635K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
683New |
$16.2K - $16.3K
|
683
$16.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
585New |
$13.9K - $14K
|
585
$14K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
342+ 2.05% |
$8.12K - $8.18K
|
17K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
289+ 0.08% |
$6.86K - $6.91K
|
363K
$8.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
271+ 1.48% |
$6.44K - $6.48K
|
18.5K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
232+ 6.19% |
$5.51K - $5.55K
|
3.98K
$95.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
228+ 1.92% |
$5.42K - $5.45K
|
12.1K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
210New |
$4.99K - $5.02K
|
210
$5.01K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
187New |
$4.44K - $4.47K
|
187
$4.46K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
142+ 1.43% |
$3.37K - $3.4K
|
10.1K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93+ 1328.57% |
$2.21K - $2.22K
|
100
$2.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
46New |
$1.09K - $1.1K
|
46
$1.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.32% |
$23.8 - $23.9
|
310
$7.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-22- 61.11% |
$523 - $526
|
14
$334
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-223- 1.01% |
$5.3K - $5.33K
|
21.8K
$521K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-259- 1.06% |
$6.15K - $6.19K
|
24.1K
$575K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-266- 1.99% |
$6.32K - $6.36K
|
13.1K
$313K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-300- 1.97% |
$7.13K - $7.17K
|
14.9K
$356K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-644- 3.3% |
$15.3K - $15.4K
|
18.8K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-644- 4.58% |
$15.3K - $15.4K
|
13.4K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-984- 6.28% |
$23.4K - $23.5K
|
14.7K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 6.84% |
$34.7K - $34.9K
|
19.9K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.47K- 0.83% |
$35K - $35.2K
|
175K
$4.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.56K- 0.78% |
$37K - $37.3K
|
198K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.69K- 9.29% |
$40.1K - $40.4K
|
16.5K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.78K- 3.28% |
$42.2K - $42.5K
|
52.3K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.97K- 0.54% |
$46.8K - $47.1K
|
366K
$8.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.1K- 1.64% |
$49.8K - $50.1K
|
125K
$2.99M
|