Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
503KNew |
$9.29M - $9.95M
|
503K
$9.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
377K+ 290.13% |
$6.96M - $7.46M
|
507K
$9.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
301KNew |
$5.56M - $5.96M
|
301K
$5.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
110KNew |
$2.04M - $2.18M
|
110K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
106KNew |
$1.96M - $2.1M
|
106K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 4173.75% |
$1.93M - $2.07M
|
107K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.6KNew |
$1.82M - $1.95M
|
98.6K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.9KNew |
$1.27M - $1.36M
|
68.9K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.6K+ 70092.63% |
$1.23M - $1.32M
|
66.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60KNew |
$1.11M - $1.19M
|
60K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
51.6KNew |
$952K - $1.02M
|
51.6K
$986K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.4K+ 70.73% |
$819K - $878K
|
107K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.4K+ 303.27% |
$819K - $878K
|
59K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.7K+ 234.04% |
$770K - $825K
|
59.5K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
41.2K+ 5.17% |
$761K - $815K
|
838K
$16M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
31.9K+ 11.93% |
$589K - $631K
|
299K
$5.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4KNew |
$581K - $622K
|
31.4K
$601K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
31.2KNew |
$576K - $617K
|
31.2K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.3KNew |
$559K - $599K
|
30.3K
$579K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
29KNew |
$535K - $574K
|
29K
$554K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
28.4K+ 52.19% |
$525K - $563K
|
82.9K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
27KNew |
$498K - $534K
|
27K
$516K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26.3KNew |
$485K - $520K
|
26.3K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.9K+ 57.92% |
$386K - $414K
|
57K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 19.48% |
$360K - $386K
|
120K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3KNew |
$356K - $381K
|
19.3K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.8KNew |
$346K - $371K
|
18.8K
$359K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
17.7K+ 4.49% |
$326K - $350K
|
411K
$7.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2KNew |
$318K - $341K
|
17.2K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.5KNew |
$305K - $327K
|
16.5K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3KNew |
$301K - $323K
|
16.3K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8KNew |
$274K - $294K
|
14.8K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
14.4KNew |
$265K - $284K
|
14.4K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$259K - $277K
|
14K
$268K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13.5KNew |
$249K - $266K
|
13.5K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.2KNew |
$206K - $221K
|
11.2K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 80.18% |
$202K - $216K
|
24.6K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.94K+ 7.67% |
$165K - $177K
|
126K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.27K+ 2083.67% |
$134K - $144K
|
7.62K
$146K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.87K+ 15.46% |
$108K - $116K
|
43.8K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.68K+ 39.63% |
$68K - $72.9K
|
13K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.69K+ 4.88% |
$49.7K - $53.2K
|
57.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.21KNew |
$40.9K - $43.8K
|
2.21K
$42.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.05KNew |
$19.4K - $20.8K
|
1.05K
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
558New |
$10.3K - $11K
|
558
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
384+ 13.93% |
$7.09K - $7.6K
|
3.14K
$60K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
153+ 0.32% |
$2.82K - $3.03K
|
48.1K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
101New |
$1.86K - $2K
|
101
$1.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 1.16% |
$443 - $475
|
2.1K
$40.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
21+ 0.84% |
$388 - $416
|
2.51K
$48K
|