Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
270KNew |
$5.15M - $5.44M
|
270K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
108K+ 80.44% |
$2.06M - $2.18M
|
242K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.8K+ 4.24% |
$1.54M - $1.63M
|
1.99M
$38.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
58.5K+ 6.08% |
$1.12M - $1.18M
|
1.02M
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4K+ 73.75% |
$830K - $876K
|
102K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
43K+ 115.44% |
$821K - $867K
|
80.2K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 5.93% |
$712K - $752K
|
666K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
36.9K+ 13.67% |
$705K - $745K
|
307K
$5.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34KNew |
$650K - $686K
|
34K
$651K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$627K - $663K
|
32.8K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.3K+ 78.7% |
$502K - $530K
|
59.6K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
26.1K+ 19.97% |
$498K - $526K
|
157K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 14.24% |
$473K - $499K
|
199K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
24.5K+ 39.57% |
$468K - $495K
|
86.4K
$1.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
22.8K+ 78.45% |
$435K - $459K
|
51.8K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
20K+ 5.71% |
$382K - $403K
|
370K
$7.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 3.36% |
$335K - $354K
|
538K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15.5K+ 5.55% |
$297K - $313K
|
295K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.5KNew |
$258K - $273K
|
13.5K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.3KNew |
$255K - $269K
|
13.3K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.8K+ 46.04% |
$226K - $238K
|
37.4K
$717K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11.2K+ 11.87% |
$214K - $226K
|
105K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7K+ 14.69% |
$204K - $215K
|
83.3K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5K+ 3.33% |
$201K - $212K
|
326K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3K+ 27.99% |
$196K - $207K
|
47K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.1K+ 13.61% |
$194K - $205K
|
84.7K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 9.93% |
$179K - $189K
|
104K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.11K+ 844.22% |
$155K - $164K
|
9.07K
$174K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.57K+ 6.11% |
$145K - $153K
|
131K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.82K+ 9.14% |
$130K - $138K
|
81.5K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61K+ 41.74% |
$126K - $133K
|
22.5K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.55K+ 25.0% |
$125K - $132K
|
32.7K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.49K+ 29.7% |
$124K - $131K
|
28.3K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.26K+ 8.37% |
$100K - $106K
|
68K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.03K+ 7.48% |
$96.1K - $101K
|
72.2K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.07KNew |
$58.6K - $61.9K
|
3.07K
$58.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$47.6K - $50.3K
|
2.49K
$47.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.35K+ 2.03% |
$44.9K - $47.5K
|
118K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.26K+ 10.69% |
$43.1K - $45.5K
|
23.4K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.06K+ 1.72% |
$39.3K - $41.5K
|
122K
$2.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 3.99% |
$39K - $41.2K
|
53.2K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.95K+ 27.95% |
$37.3K - $39.4K
|
8.93K
$171K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.82K+ 0.34% |
$34.8K - $36.7K
|
542K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.81K+ 7.33% |
$34.6K - $36.6K
|
26.5K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.53K+ 4.93% |
$29.3K - $30.9K
|
32.6K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.44K+ 1.37% |
$27.4K - $29K
|
106K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.29K+ 5.86% |
$24.6K - $26K
|
23.2K
$445K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 9.59% |
$23.8K - $25.1K
|
14.2K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 0.93% |
$19.6K - $20.7K
|
111K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
824+ 51.76% |
$15.7K - $16.6K
|
2.42K
$46.2K
|