Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
179K+ 28.91% |
$3.51M - $3.66M
|
799K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
116K+ 1012.88% |
$2.28M - $2.38M
|
128K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
71.7K+ 58.25% |
$1.41M - $1.46M
|
195K
$3.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.1K+ 15.13% |
$707K - $737K
|
275K
$5.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.3K+ 57.97% |
$594K - $619K
|
82.5K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8KNew |
$564K - $588K
|
28.8K
$551K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21.6KNew |
$423K - $440K
|
21.6K
$413K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 28.31% |
$421K - $439K
|
97.4K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 21016.84% |
$391K - $408K
|
20.1K
$384K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.2K+ 97.59% |
$338K - $352K
|
34.9K
$668K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6KNew |
$267K - $278K
|
13.6K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.7K+ 29.94% |
$230K - $240K
|
51K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
11.1K+ 10.47% |
$217K - $226K
|
117K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
9.59K+ 56.63% |
$188K - $196K
|
26.5K
$508K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9.26K+ 72.49% |
$181K - $189K
|
22K
$422K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
4.85K+ 2.86% |
$95.1K - $99K
|
175K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.5K+ 352.39% |
$88.2K - $91.9K
|
5.78K
$111K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.49KNew |
$48.8K - $50.8K
|
2.49K
$47.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.2K+ 0.93% |
$23.5K - $24.5K
|
130K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 1.97% |
$23K - $24K
|
60.9K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
952+ 9.32% |
$18.7K - $19.4K
|
11.2K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
915+ 70.38% |
$17.9K - $18.7K
|
2.22K
$42.4K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
584+ 1.11% |
$11.4K - $11.9K
|
53.3K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$9.8K - $10.2K
|
500
$9.57K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47+ 30.92% |
$921 - $960
|
199
$3.81K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.68% |
$274 - $286
|
2.06K
$39.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 2.33% |
$274 - $286
|
587
$11.2K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.96K- 0.46% |
$77.7K - $80.9K
|
853K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.52K- 9.23% |
$88.6K - $92.3K
|
44.4K
$850K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-7K- 2.53% |
$137K - $143K
|
269K
$5.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-174K- 88.0% |
$3.41M - $3.55M
|
23.7K
$454K
|