Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.58MNew |
$31.5M - $32.5M
|
1.58M
$31.4M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
159KNew |
$3.18M - $3.29M
|
159K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
130K+ 110.31% |
$2.6M - $2.69M
|
248K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 6.41% |
$2.01M - $2.08M
|
1.67M
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.1K+ 28.14% |
$1.48M - $1.53M
|
338K
$6.72M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.1K+ 28.14% |
$1.48M - $1.53M
|
338K
$6.72M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65K+ 24.44% |
$1.3M - $1.34M
|
331K
$6.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
60KNew |
$1.2M - $1.24M
|
60K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
42.1K+ 96.68% |
$839K - $868K
|
85.6K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 51.67% |
$712K - $736K
|
105K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.5K+ 59.73% |
$508K - $526K
|
68.1K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.6KNew |
$491K - $508K
|
24.6K
$490K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17.5K+ 3.39% |
$349K - $361K
|
534K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 44.47% |
$318K - $329K
|
51.8K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.5K+ 5.42% |
$309K - $320K
|
301K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 8.58% |
$309K - $319K
|
196K
$3.9M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.3KNew |
$245K - $253K
|
12.3K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.21K+ 15.44% |
$184K - $190K
|
68.9K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.62K+ 7.14% |
$152K - $157K
|
114K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
7.5KNew |
$150K - $155K
|
7.5K
$149K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.15K+ 55.04% |
$143K - $148K
|
20.1K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.83K+ 55.4% |
$116K - $120K
|
16.3K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.8K+ 4.51% |
$116K - $120K
|
135K
$2.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5K+ 41.67% |
$99.7K - $103K
|
17K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.54K+ 24.47% |
$90.5K - $93.7K
|
23.1K
$460K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.74K+ 4.0% |
$74.6K - $77.2K
|
97.3K
$1.94M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 13.46% |
$62K - $64.1K
|
26.2K
$521K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.95K+ 18.35% |
$58.7K - $60.8K
|
19K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.86K+ 9.37% |
$57.1K - $59.1K
|
33.4K
$665K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 26.59% |
$22.7K - $23.5K
|
5.43K
$108K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
951New |
$19K - $19.6K
|
951
$18.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
919+ 72.59% |
$18.3K - $19K
|
2.19K
$43.5K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
852New |
$17K - $17.6K
|
852
$17K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
74+ 0.36% |
$1.48K - $1.53K
|
20.7K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$598 - $619
|
30
$597
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 0.11% |
$538 - $557
|
23.5K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.85% |
$120 - $124
|
696
$13.9K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-331- 0.76% |
$6.6K - $6.83K
|
42.9K
$855K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-717- 1.0% |
$14.3K - $14.8K
|
71K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.14K- 2.1% |
$42.6K - $44.1K
|
99.8K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 3.22% |
$52.1K - $53.9K
|
78.5K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.94K- 60.76% |
$78.5K - $81.2K
|
2.54K
$50.6K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.02K- 1.18% |
$80.2K - $83K
|
338K
$6.72M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.9K- 44.49% |
$277K - $286K
|
17.3K
$344K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 19.07% |
$369K - $382K
|
78.5K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81.6K- 84.53% |
$1.63M - $1.68M
|
14.9K
$297K
|