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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.45K- 1.67% |
$82.4K - $82.7K
|
203K
$4.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.51K- 5.81% |
$83.6K - $84K
|
56.8K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.25K- 35.56% |
$125K - $126K
|
9.52K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.39K- 3.33% |
$129K - $129K
|
156K
$3.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7K- 30.04% |
$167K - $168K
|
16.3K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7.51K- 2.07% |
$179K - $180K
|
355K
$8.48M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.69K- 46.59% |
$183K - $184K
|
8.82K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8.19K- 3.14% |
$195K - $196K
|
253K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.48K- 3.19% |
$226K - $227K
|
288K
$6.88M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.8K- 20.32% |
$258K - $259K
|
42.4K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7KClosed |
$302K - $303K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-13.6K- 61.13% |
$325K - $326K
|
8.66K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-14.4K- 11.51% |
$343K - $345K
|
111K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-14.8K- 58.7% |
$354K - $356K
|
10.4K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14.9K- 1.69% |
$356K - $357K
|
869K
$20.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15K- 40.74% |
$358K - $360K
|
21.9K
$522K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-15.4K- 3.63% |
$368K - $369K
|
409K
$9.76M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-18.9K- 1.25% |
$450K - $452K
|
1.49M
$35.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-27.1K- 26.27% |
$647K - $650K
|
76.2K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.8K- 45.66% |
$735K - $738K
|
36.7K
$876K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.4K- 8.16% |
$774K - $777K
|
365K
$8.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.8K- 6.47% |
$878K - $882K
|
532K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.7K- 8.28% |
$899K - $903K
|
417K
$9.96M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-37.9K- 15.0% |
$904K - $908K
|
215K
$5.13M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.8K- 3.62% |
$925K - $929K
|
1.03M
$24.6M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-42.7K- 33.36% |
$1.02M - $1.02M
|
85.3K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-52K- 29.64% |
$1.24M - $1.25M
|
123K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-53.7K- 10.16% |
$1.28M - $1.29M
|
475K
$11.3M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-53.8K- 44.84% |
$1.28M - $1.29M
|
66.2K
$1.58M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.9K- 12.9% |
$1.28M - $1.29M
|
364K
$8.68M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55.1K- 51.15% |
$1.31M - $1.32M
|
52.6K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-57.6K- 26.49% |
$1.37M - $1.38M
|
160K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.7K- 3.69% |
$1.38M - $1.38M
|
1.5M
$35.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58.1K- 86.41% |
$1.39M - $1.39M
|
9.14K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-97.1K- 16.08% |
$2.32M - $2.33M
|
507K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-99K- 63.78% |
$2.36M - $2.37M
|
56.2K
$1.34M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101K- 2.9% |
$2.42M - $2.43M
|
3.4M
$81.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101K- 2.9% |
$2.42M - $2.43M
|
3.4M
$81.1M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-112K- 35.68% |
$2.68M - $2.69M
|
203K
$4.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-115K- 99.75% |
$2.74M - $2.75M
|
288
$6.87K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-115K- 34.02% |
$2.75M - $2.77M
|
224K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 9.19% |
$2.81M - $2.82M
|
1.16M
$27.8M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-163K- 43.23% |
$3.88M - $3.9M
|
214K
$5.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-177K- 21.77% |
$4.21M - $4.23M
|
634K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-182K- 12.75% |
$4.34M - $4.35M
|
1.24M
$29.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-208K- 73.05% |
$4.96M - $4.98M
|
76.8K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-218K- 56.03% |
$5.19M - $5.21M
|
171K
$4.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-226K- 96.41% |
$5.38M - $5.41M
|
8.41K
$201K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-263K- 7.18% |
$6.27M - $6.29M
|
3.4M
$81.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-286K- 78.02% |
$6.81M - $6.84M
|
80.5K
$1.92M
|