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 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-3.12K- 3.55% |
$74K - $74.5K
|
84.8K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.33K- 5.32% |
$79.1K - $79.7K
|
59.3K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.49K- 8.63% |
$82.8K - $83.3K
|
36.9K
$881K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.67K- 5.94% |
$87.1K - $87.7K
|
58.1K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.76K- 14.45% |
$89.4K - $90K
|
22.3K
$532K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.09K- 3.38% |
$97.1K - $97.8K
|
117K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.1K- 1.55% |
$97.4K - $98K
|
261K
$6.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.15K- 5.41% |
$98.6K - $99.3K
|
72.6K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.3K- 22.54% |
$102K - $103K
|
14.8K
$353K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.33K- 1.04% |
$103K - $104K
|
414K
$9.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.4K- 3.05% |
$105K - $105K
|
140K
$3.34M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-4.47K- 12.01% |
$106K - $107K
|
32.7K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.91K- 9.96% |
$117K - $117K
|
44.3K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.82K- 5.12% |
$138K - $139K
|
108K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.06K- 8.26% |
$144K - $145K
|
67.3K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.33K- 0.71% |
$150K - $151K
|
884K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-6.65K- 8.01% |
$158K - $159K
|
76.4K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-10.3K- 8.71% |
$245K - $247K
|
108K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.9K- 2.01% |
$258K - $260K
|
529K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.9K- 56.28% |
$260K - $262K
|
8.5K
$203K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-22.1K- 7.19% |
$524K - $527K
|
285K
$6.8M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-23.7K- 63.43% |
$563K - $567K
|
13.7K
$326K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24K- 26.24% |
$571K - $574K
|
67.5K
$1.61M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-29K- 18.83% |
$689K - $693K
|
125K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-29K- 6.41% |
$690K - $694K
|
424K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-31.2K- 14.01% |
$741K - $746K
|
192K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.2K- 37.3% |
$930K - $937K
|
65.8K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-41.8K- 16.13% |
$993K - $1M
|
217K
$5.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-44.4K- 3.62% |
$1.05M - $1.06M
|
1.18M
$28.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-45.5K- 14.17% |
$1.08M - $1.09M
|
276K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-51K- 55.49% |
$1.21M - $1.22M
|
40.9K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66K- 12.66% |
$1.57M - $1.58M
|
455K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-67.7K- 46.76% |
$1.61M - $1.62M
|
77.1K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-72.4K- 36.13% |
$1.72M - $1.73M
|
128K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-80.8K- 89.5% |
$1.92M - $1.93M
|
9.49K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-88.4K- 86.3% |
$2.1M - $2.11M
|
14K
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-97.2K- 91.79% |
$2.31M - $2.32M
|
8.69K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-122K- 97.4% |
$2.91M - $2.93M
|
3.27K
$78.1K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-124K- 34.24% |
$2.93M - $2.95M
|
237K
$5.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148K- 88.09% |
$3.51M - $3.53M
|
20K
$477K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 4.41% |
$3.83M - $3.86M
|
3.5M
$83.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-242K- 29.84% |
$5.75M - $5.79M
|
569K
$13.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-258K- 50.74% |
$6.13M - $6.17M
|
251K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-370K- 97.01% |
$8.78M - $8.84M
|
11.4K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-459K- 95.81% |
$10.9M - $11M
|
20.1K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-467K- 18.47% |
$11.1M - $11.2M
|
2.06M
$49.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-487K- 31.27% |
$11.6M - $11.6M
|
1.07M
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-545K- 25.89% |
$12.9M - $13M
|
1.56M
$37.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-703K- 16.74% |
$16.7M - $16.8M
|
3.5M
$83.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-872K- 14.76% |
$20.7M - $20.9M
|
5.04M
$120M
|