Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
428K+ 683.37% |
$8.22M - $8.46M
|
491K
$9.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
351KNew |
$6.74M - $6.94M
|
351K
$6.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
254KNew |
$4.88M - $5.02M
|
254K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185K+ 277.56% |
$3.56M - $3.66M
|
252K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
141K+ 112.43% |
$2.71M - $2.79M
|
267K
$5.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
128K+ 533.29% |
$2.46M - $2.54M
|
152K
$2.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
114K+ 13.64% |
$2.2M - $2.26M
|
953K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
112KNew |
$2.14M - $2.21M
|
112K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
94.6K+ 89.14% |
$1.82M - $1.87M
|
201K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.5K+ 16.07% |
$1.57M - $1.61M
|
588K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72.3K+ 949.02% |
$1.39M - $1.43M
|
79.9K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67.8KNew |
$1.3M - $1.34M
|
67.8K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
66.4KNew |
$1.28M - $1.31M
|
66.4K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.1K+ 85.15% |
$981K - $1.01M
|
111K
$2.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39.9KNew |
$768K - $790K
|
39.9K
$765K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.6K+ 53.11% |
$703K - $724K
|
105K
$2.02M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.6K+ 53.56% |
$646K - $665K
|
96.4K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.8K+ 10.95% |
$630K - $648K
|
332K
$6.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
30K+ 5.96% |
$576K - $593K
|
533K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27K+ 22.62% |
$520K - $535K
|
147K
$2.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
26.4K+ 31.88% |
$508K - $523K
|
109K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
25.2KNew |
$484K - $498K
|
25.2K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.7K+ 43.27% |
$474K - $488K
|
81.7K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
22.1K+ 42.78% |
$424K - $436K
|
73.6K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6KNew |
$415K - $427K
|
21.6K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.4KNew |
$412K - $424K
|
21.4K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.7K+ 132.55% |
$378K - $389K
|
34.5K
$661K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.9KNew |
$325K - $334K
|
16.9K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.9KNew |
$324K - $334K
|
16.9K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$306K - $315K
|
15.9K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 47.81% |
$289K - $297K
|
46.5K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6KNew |
$280K - $288K
|
14.6K
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
12.3KNew |
$236K - $243K
|
12.3K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.7KNew |
$225K - $232K
|
11.7K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.5KNew |
$202K - $207K
|
10.5K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.45K+ 29.91% |
$162K - $167K
|
36.7K
$703K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.15K+ 49.31% |
$157K - $161K
|
24.7K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.96K+ 7.22% |
$153K - $157K
|
118K
$2.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.43K+ 55.2% |
$143K - $147K
|
20.9K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.08K+ 26.94% |
$136K - $140K
|
33.4K
$639K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
6.98KNew |
$134K - $138K
|
6.98K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.6K+ 210.22% |
$127K - $131K
|
9.74K
$186K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.38K+ 14.56% |
$123K - $126K
|
50.2K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.02K+ 32.1% |
$116K - $119K
|
24.8K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.76K+ 24.69% |
$91.5K - $94.1K
|
24K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.62K+ 7.51% |
$69.5K - $71.5K
|
51.8K
$991K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.5KNew |
$67.3K - $69.2K
|
3.5K
$67K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.5KNew |
$67.3K - $69.2K
|
3.5K
$67K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 19.13% |
$47.7K - $49.1K
|
15.5K
$296K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.15K+ 3.74% |
$41.3K - $42.5K
|
59.7K
$1.14M
|