Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
906KNew |
$17.2M - $18.7M
|
906K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
248K+ 1610.77% |
$4.72M - $5.12M
|
263K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
113K+ 74.28% |
$2.16M - $2.34M
|
266K
$5.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
107KNew |
$2.03M - $2.2M
|
107K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.1KNew |
$1.32M - $1.43M
|
69.1K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.8K+ 169.42% |
$1.12M - $1.22M
|
93.5K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55K+ 3.63% |
$1.05M - $1.14M
|
1.57M
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.7K+ 358.44% |
$888K - $964K
|
59.7K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
43.5KNew |
$829K - $899K
|
43.5K
$870K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
40.7K+ 8.56% |
$775K - $841K
|
516K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.7K+ 34.09% |
$623K - $676K
|
129K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
26.2KNew |
$498K - $541K
|
26.2K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5KNew |
$447K - $485K
|
23.5K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.6KNew |
$392K - $426K
|
20.6K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 33.2% |
$385K - $418K
|
81.1K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6KNew |
$353K - $383K
|
18.6K
$371K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13KNew |
$247K - $268K
|
13K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12KNew |
$228K - $248K
|
12K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 46.29% |
$216K - $235K
|
35.9K
$718K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$204K - $221K
|
10.7K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 52.64% |
$201K - $218K
|
30.6K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5KNew |
$200K - $217K
|
10.5K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 48.33% |
$193K - $210K
|
31.2K
$624K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.51K+ 0.51% |
$143K - $155K
|
1.48M
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.08K+ 1.81% |
$96.7K - $105K
|
286K
$5.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.96K+ 4.39% |
$94.5K - $103K
|
118K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.94K+ 154.86% |
$74.9K - $81.3K
|
6.48K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.43K+ 3.68% |
$65.2K - $70.8K
|
96.6K
$1.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
2K+ 2.0% |
$38K - $41.2K
|
102K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 7.73% |
$21.9K - $23.8K
|
16.1K
$321K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.02KNew |
$19.4K - $21K
|
1.02K
$20.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
819+ 1.16% |
$15.6K - $16.9K
|
71.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
203+ 0.47% |
$3.87K - $4.19K
|
43.3K
$865K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
153+ 77.66% |
$2.91K - $3.16K
|
350
$7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-343- 21.32% |
$6.53K - $7.09K
|
1.27K
$25.3K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.2K- 83.33% |
$22.8K - $24.8K
|
240
$4.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.03K- 53.13% |
$38.7K - $41.9K
|
1.79K
$35.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37K- 46.45% |
$704K - $764K
|
42.7K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.3K- 50.3% |
$824K - $894K
|
42.8K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.5K- 25.75% |
$1.19M - $1.29M
|
180K
$3.61M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.2K- 22.88% |
$1.49M - $1.62M
|
263K
$5.27M
|