Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.18MNew |
$25.1M - $26.2M
|
1.18M
$25.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
639K+ 70.36% |
$13.6M - $14.2M
|
1.55M
$33.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
468KNew |
$9.95M - $10.4M
|
468K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
451KNew |
$9.59M - $10M
|
451K
$9.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
409KNew |
$8.69M - $9.1M
|
409K
$8.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
399K+ 199.67% |
$8.48M - $8.89M
|
599K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
360K+ 317.25% |
$7.64M - $8M
|
473K
$10.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
325KNew |
$6.9M - $7.23M
|
325K
$7.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
287KNew |
$6.09M - $6.38M
|
287K
$6.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
263K+ 3686.7% |
$5.58M - $5.85M
|
270K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
232K+ 853.43% |
$4.93M - $5.17M
|
259K
$5.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
207K+ 43.8% |
$4.4M - $4.61M
|
680K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 1019.84% |
$4.39M - $4.6M
|
227K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173K+ 189.84% |
$3.68M - $3.86M
|
265K
$5.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
152KNew |
$3.22M - $3.38M
|
152K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
147K+ 263.96% |
$3.12M - $3.26M
|
202K
$4.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
140KNew |
$2.97M - $3.11M
|
140K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.9K+ 42.69% |
$2.12M - $2.22M
|
334K
$7.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
96.4KNew |
$2.05M - $2.15M
|
96.4K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
94.1KNew |
$2M - $2.09M
|
94.1K
$2.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
90.5KNew |
$1.92M - $2.01M
|
90.5K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
90K+ 2408.19% |
$1.91M - $2M
|
93.8K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89.9KNew |
$1.91M - $2M
|
89.9K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
88KNew |
$1.87M - $1.96M
|
88K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
86.8KNew |
$1.84M - $1.93M
|
86.8K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73.4KNew |
$1.56M - $1.63M
|
73.4K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
56.4KNew |
$1.2M - $1.25M
|
56.4K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
48.1K+ 2163.38% |
$1.02M - $1.07M
|
50.3K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.5K+ 335.09% |
$818K - $857K
|
50K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.3KNew |
$813K - $852K
|
38.3K
$836K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
35.9KNew |
$763K - $799K
|
35.9K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.8K+ 186.26% |
$718K - $752K
|
51.9K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
31.9K+ 4.04% |
$678K - $710K
|
822K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
29.3KNew |
$621K - $651K
|
29.3K
$638K
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
27.6KNew |
$587K - $615K
|
27.6K
$603K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
25.3KNew |
$537K - $563K
|
25.3K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24K+ 213.83% |
$509K - $534K
|
35.2K
$768K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
23.5KNew |
$499K - $523K
|
23.5K
$513K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22.2KNew |
$472K - $495K
|
22.2K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
22K+ 22.12% |
$468K - $490K
|
122K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
21.3KNew |
$453K - $475K
|
21.3K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
20.9K+ 36.78% |
$444K - $465K
|
77.7K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8KNew |
$422K - $442K
|
19.8K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.1KNew |
$385K - $403K
|
18.1K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7K+ 107.59% |
$335K - $350K
|
30.4K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.3K+ 45.4% |
$326K - $341K
|
49.1K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15.2KNew |
$322K - $337K
|
15.2K
$331K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
14.3K+ 55.9% |
$304K - $318K
|
39.9K
$871K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.7KNew |
$291K - $305K
|
13.7K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.9KNew |
$273K - $286K
|
12.9K
$280K
|