Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBTE) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.36M+ 12.36% |
$56.2M - $56.4M
|
21.4M
$511M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.46M+ 66.42% |
$34.9M - $35M
|
3.66M
$87.4M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.23MNew |
$29.3M - $29.4M
|
1.23M
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
887K+ 19.87% |
$21.1M - $21.2M
|
5.35M
$128M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
881K+ 242.79% |
$21M - $21.1M
|
1.24M
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
725KNew |
$17.3M - $17.4M
|
725K
$17.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
686KNew |
$16.4M - $16.4M
|
686K
$16.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
627KNew |
$15M - $15M
|
627K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
480K+ 36.31% |
$11.5M - $11.5M
|
1.8M
$43M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
455K+ 1490.83% |
$10.8M - $10.9M
|
485K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
419K+ 24.86% |
$10M - $10M
|
2.11M
$50.3M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
332K+ 20.85% |
$7.92M - $7.95M
|
1.92M
$45.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
271KNew |
$6.47M - $6.5M
|
271K
$6.47M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
214K+ 360.33% |
$5.09M - $5.11M
|
273K
$6.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
196K+ 81.5% |
$4.67M - $4.69M
|
436K
$10.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
188KNew |
$4.48M - $4.5M
|
188K
$4.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
177K+ 195.24% |
$4.21M - $4.23M
|
267K
$6.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
160K+ 69.57% |
$3.81M - $3.83M
|
390K
$9.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 79.95% |
$3.77M - $3.79M
|
356K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150K+ 164.56% |
$3.58M - $3.6M
|
242K
$5.77M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
149K+ 23.57% |
$3.55M - $3.57M
|
781K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
142K+ 330.19% |
$3.38M - $3.4M
|
185K
$4.41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 60.02% |
$3.21M - $3.22M
|
358K
$8.56M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120KNew |
$2.87M - $2.88M
|
120K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
113K+ 14.93% |
$2.69M - $2.71M
|
870K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98KNew |
$2.34M - $2.35M
|
98K
$2.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
94.1K+ 91.94% |
$2.24M - $2.25M
|
196K
$4.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.2K+ 13.26% |
$2.2M - $2.21M
|
787K
$18.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
89.1K+ 21.5% |
$2.12M - $2.13M
|
503K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
80.8KNew |
$1.93M - $1.93M
|
80.8K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.2K+ 7.64% |
$1.65M - $1.66M
|
975K
$23.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
67.2K+ 68.28% |
$1.6M - $1.61M
|
166K
$3.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
65.3K+ 23.68% |
$1.56M - $1.56M
|
341K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
63.2K+ 294.6% |
$1.51M - $1.51M
|
84.7K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.2K+ 5.26% |
$1.48M - $1.49M
|
1.24M
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.5K+ 3760.55% |
$1.3M - $1.31M
|
56K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
54.3K+ 8.62% |
$1.3M - $1.3M
|
684K
$16.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
51.3KNew |
$1.22M - $1.23M
|
51.3K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
50K+ 14.73% |
$1.19M - $1.2M
|
390K
$9.31M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
49.9K+ 26.03% |
$1.19M - $1.19M
|
242K
$5.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49.3K+ 20.3% |
$1.18M - $1.18M
|
292K
$6.98M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
49.1K+ 90.39% |
$1.17M - $1.18M
|
103K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
47.2KNew |
$1.13M - $1.13M
|
47.2K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
46.8K+ 25.3% |
$1.12M - $1.12M
|
232K
$5.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.7K+ 48.95% |
$1.07M - $1.07M
|
136K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41.9K+ 4580.2% |
$998K - $1M
|
42.8K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.3K+ 5.66% |
$984K - $988K
|
771K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.7K+ 1.93% |
$948K - $952K
|
2.1M
$50.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.4K+ 5.64% |
$916K - $920K
|
719K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.8K+ 12.85% |
$903K - $906K
|
332K
$7.94M
|