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 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 24.59% |
$21.1K - $21.8K
|
5.57K
$107K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.1K+ 4.19% |
$21.1K - $21.8K
|
27.4K
$523K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1K+ 6.97% |
$19.2K - $19.8K
|
15.4K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
675+ 3.92% |
$13K - $13.4K
|
17.9K
$342K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$7.69K - $7.91K
|
400
$7.64K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
122+ 0.5% |
$2.34K - $2.41K
|
24.7K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$1.36K - $1.4K
|
71
$1.36K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
27+ 4.5% |
$519 - $534
|
627
$12K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.62% |
$250 - $257
|
2.11K
$40.4K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.82% |
$76.9 - $79.1
|
483
$9.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-85- 3.84% |
$1.63K - $1.68K
|
2.13K
$40.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226- 0.01% |
$4.34K - $4.47K
|
1.93M
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-399- 1.24% |
$7.67K - $7.89K
|
31.8K
$607K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.43K- 2.47% |
$27.5K - $28.3K
|
56.4K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.2K- 2.07% |
$42.4K - $43.6K
|
104K
$2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.46K- 0.97% |
$47.3K - $48.7K
|
252K
$4.81M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 21.65% |
$58.4K - $60.1K
|
11K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.16K- 4.9% |
$118K - $122K
|
119K
$2.28M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.7K- 8.99% |
$129K - $133K
|
67.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.8K- 10.06% |
$207K - $213K
|
96.4K
$1.84M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.8K- 10.06% |
$207K - $213K
|
96.4K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-19.1K- 73.42% |
$367K - $378K
|
6.91K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.5K- 34.47% |
$394K - $406K
|
39K
$745K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.2K- 94.48% |
$465K - $479K
|
1.41K
$27K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-137K- 77.95% |
$2.64M - $2.71M
|
38.8K
$742K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-434K- 51.48% |
$8.34M - $8.58M
|
409K
$7.82M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-741K- 95.2% |
$14.2M - $14.7M
|
37.3K
$714K
|