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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-312- 1.2% |
$5.76K - $6.17K
|
25.6K
$490K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-456- 0.43% |
$8.42K - $9.02K
|
107K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.67K- 2.59% |
$30.7K - $33K
|
62.6K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 8.0% |
$35.7K - $38.3K
|
22.2K
$425K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.94K- 6.94% |
$35.8K - $38.4K
|
26K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.05K- 8.07% |
$93.1K - $99.9K
|
57.5K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.09K- 0.26% |
$94K - $101K
|
1.93M
$36.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.26K- 16.67% |
$97.1K - $104K
|
26.3K
$502K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-8.03K- 4.36% |
$148K - $159K
|
176K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.2K- 7.5% |
$188K - $201K
|
126K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.6K- 34.08% |
$307K - $329K
|
32.2K
$615K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-59.2K- 7.06% |
$1.09M - $1.17M
|
779K
$14.9M
|