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 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5K+ 37.54% |
$266K - $279K
|
45.9K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.4KNew |
$264K - $276K
|
12.4K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 34.74% |
$260K - $272K
|
47.5K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11.8KNew |
$251K - $263K
|
11.8K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$244K - $256K
|
11.5K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$243K - $254K
|
11.4K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.3KNew |
$240K - $251K
|
11.3K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 8.63% |
$220K - $231K
|
130K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$218K - $229K
|
10.3K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$217K - $227K
|
10.2K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.1KNew |
$214K - $224K
|
10.1K
$220K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.83KNew |
$209K - $219K
|
9.83K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
8.84K+ 27.74% |
$188K - $197K
|
40.7K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.07K+ 30.83% |
$150K - $157K
|
30K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.67K+ 27.7% |
$120K - $126K
|
26.1K
$570K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.65KNew |
$120K - $126K
|
5.65K
$123K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.79K+ 2.73% |
$102K - $107K
|
180K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.42KNew |
$72.6K - $76.1K
|
3.42K
$74.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.2KNew |
$68K - $71.2K
|
3.2K
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.03KNew |
$64.4K - $67.5K
|
3.03K
$66.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.04K+ 14.94% |
$43.4K - $45.5K
|
15.7K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.59K+ 10.01% |
$33.8K - $35.4K
|
17.5K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
767+ 6.4% |
$16.3K - $17.1K
|
12.8K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
603New |
$12.8K - $13.4K
|
603
$13.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
112New |
$2.38K - $2.49K
|
112
$2.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
99+ 0.53% |
$2.1K - $2.2K
|
18.7K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-219- 0.79% |
$4.65K - $4.87K
|
27.5K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-264- 2.44% |
$5.61K - $5.87K
|
10.6K
$230K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-500Closed |
$10.6K - $11.1K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.04K- 7.99% |
$64.6K - $67.6K
|
35K
$763K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.96KClosed |
$148K - $155K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.09K- 26.94% |
$151K - $158K
|
19.2K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.7K- 7.72% |
$249K - $261K
|
140K
$3.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-14.6K- 83.99% |
$309K - $324K
|
2.78K
$60.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 67.54% |
$2.3M - $2.41M
|
51.9K
$1.13M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-238K- 34.9% |
$5.06M - $5.3M
|
444K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-251K- 34.63% |
$5.34M - $5.59M
|
474K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-395K- 86.51% |
$8.4M - $8.8M
|
61.6K
$1.34M
|