Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
294KNew |
$6.26M - $6.82M
|
294K
$6.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
287KNew |
$6.12M - $6.66M
|
287K
$6.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
215KNew |
$4.6M - $5.01M
|
215K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
187KNew |
$3.99M - $4.35M
|
187K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
110K+ 1140.96% |
$2.34M - $2.55M
|
119K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104K+ 906.62% |
$2.21M - $2.41M
|
115K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
95.1KNew |
$2.03M - $2.21M
|
95.1K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.7K+ 281.26% |
$1.87M - $2.04M
|
119K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
70.2K+ 56.82% |
$1.5M - $1.63M
|
194K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
58K+ 5.29% |
$1.24M - $1.35M
|
1.15M
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.1KNew |
$1.22M - $1.33M
|
57.1K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.9KNew |
$851K - $927K
|
39.9K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38.7KNew |
$826K - $899K
|
38.7K
$860K
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
38.3KNew |
$817K - $890K
|
38.3K
$851K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.7KNew |
$741K - $808K
|
34.7K
$772K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.7KNew |
$741K - $808K
|
34.7K
$772K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8KNew |
$571K - $622K
|
26.8K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
19.7K+ 519.02% |
$420K - $458K
|
23.5K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.7K+ 18.14% |
$420K - $458K
|
128K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.5KNew |
$395K - $430K
|
18.5K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8KNew |
$337K - $367K
|
15.8K
$350K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.9KNew |
$275K - $300K
|
12.9K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 61.26% |
$249K - $271K
|
30.7K
$682K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11.6KNew |
$248K - $270K
|
11.6K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$220K - $240K
|
10.3K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.69K+ 76.15% |
$207K - $225K
|
22.4K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.36KNew |
$200K - $218K
|
9.36K
$208K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
9K+ 2.15% |
$192K - $209K
|
428K
$9.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.6K+ 26.63% |
$141K - $153K
|
31.4K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.42K+ 22.84% |
$116K - $126K
|
29.1K
$647K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.16K+ 1.11% |
$67.4K - $73.4K
|
288K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.37K+ 36.43% |
$50.6K - $55.1K
|
8.87K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.8K+ 6.23% |
$38.4K - $41.9K
|
30.7K
$682K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
1.8K+ 2.03% |
$38.4K - $41.9K
|
90.6K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.78K+ 7.61% |
$38.1K - $41.5K
|
25.2K
$560K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 9.38% |
$28.8K - $31.4K
|
15.7K
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
954+ 1.35% |
$20.4K - $22.2K
|
71.7K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
907New |
$19.4K - $21.1K
|
907
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
622New |
$13.3K - $14.5K
|
622
$13.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
150+ 85.71% |
$3.2K - $3.49K
|
325
$7.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
106New |
$2.26K - $2.46K
|
106
$2.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-266- 5.89% |
$5.68K - $6.18K
|
4.25K
$94.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-487- 19.5% |
$10.4K - $11.3K
|
2.01K
$44.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.62K- 1.57% |
$120K - $131K
|
353K
$7.85M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.8K- 8.56% |
$572K - $623K
|
287K
$6.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-98.3K- 6.01% |
$2.1M - $2.28M
|
1.54M
$34.1M
|