Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66M+ 605.4% |
$31.3M - $32.9M
|
1.94M
$36.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
797KNew |
$15M - $15.8M
|
797K
$15.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
39.3K+ 4.92% |
$739K - $776K
|
838K
$15.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.1KNew |
$680K - $714K
|
36.1K
$687K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
32.9K+ 152.69% |
$620K - $651K
|
54.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
$594K - $624K
|
31.6K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.3KNew |
$532K - $559K
|
28.3K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
27.9KNew |
$526K - $552K
|
27.9K
$532K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.8KNew |
$504K - $530K
|
26.8K
$509K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
26K+ 117.92% |
$489K - $513K
|
48K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$335K - $352K
|
17.8K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$276K - $289K
|
14.6K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 116.39% |
$245K - $257K
|
24.2K
$460K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
9.58K+ 5.49% |
$180K - $189K
|
184K
$3.5M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.22K+ 17.29% |
$174K - $182K
|
62.6K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.86K+ 6.15% |
$148K - $155K
|
136K
$2.58M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.26K+ 20.0% |
$99K - $104K
|
31.6K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.39K+ 9.87% |
$82.6K - $86.7K
|
48.8K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.51K+ 60.83% |
$66.2K - $69.5K
|
9.29K
$177K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.05K+ 8.73% |
$57.4K - $60.2K
|
37.9K
$721K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.76KNew |
$51.9K - $54.5K
|
2.76K
$52.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 2.76% |
$50.7K - $53.2K
|
100K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.35KNew |
$44.3K - $46.5K
|
2.35K
$44.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 43.08% |
$25.4K - $26.6K
|
4.47K
$85.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
292+ 13.18% |
$5.5K - $5.77K
|
2.51K
$47.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226New |
$4.26K - $4.47K
|
226
$4.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
150+ 75.38% |
$2.82K - $2.97K
|
349
$6.64K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
100+ 20.0% |
$1.88K - $1.98K
|
600
$11.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.78% |
$301 - $316
|
2.08K
$39.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 17.04% |
$1.88K - $1.98K
|
487
$9.26K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-413- 0.35% |
$7.78K - $8.17K
|
117K
$2.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.95K- 0.72% |
$36.6K - $38.5K
|
267K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.8K- 9.53% |
$109K - $115K
|
55.1K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.89K- 1.16% |
$186K - $196K
|
843K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 22.12% |
$344K - $361K
|
64.3K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20K- 99.53% |
$376K - $395K
|
95
$1.81K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25K- 49.13% |
$472K - $495K
|
25.9K
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-87.7K- 45.01% |
$1.65M - $1.73M
|
107K
$2.04M
|