Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.14M+ 687.03% |
$51.1M - $52.4M
|
2.45M
$58.5M
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.12MNew |
$26.8M - $27.5M
|
1.12M
$26.8M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
519KNew |
$12.4M - $12.7M
|
519K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
425K+ 105.7% |
$10.1M - $10.4M
|
826K
$19.7M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
319KNew |
$7.63M - $7.82M
|
319K
$7.62M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
319KNew |
$7.63M - $7.82M
|
319K
$7.62M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
319K+ 3550.21% |
$7.62M - $7.81M
|
328K
$7.82M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
277KNew |
$6.62M - $6.78M
|
277K
$6.61M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
239K+ 39.73% |
$5.71M - $5.85M
|
840K
$20M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
238KNew |
$5.69M - $5.83M
|
238K
$5.68M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
233KNew |
$5.56M - $5.7M
|
233K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226K+ 17.85% |
$5.41M - $5.54M
|
1.49M
$35.7M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
220K+ 15.65% |
$5.26M - $5.39M
|
1.63M
$38.8M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
199KNew |
$4.75M - $4.87M
|
199K
$4.74M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
195K+ 82.47% |
$4.67M - $4.78M
|
432K
$10.3M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
177K+ 842.66% |
$4.22M - $4.32M
|
198K
$4.72M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
100K+ 200.7% |
$2.4M - $2.46M
|
150K
$3.59M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97K+ 26.81% |
$2.32M - $2.37M
|
459K
$10.9M
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
93.1KNew |
$2.23M - $2.28M
|
93.1K
$2.22M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
92.4KNew |
$2.21M - $2.26M
|
92.4K
$2.21M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
90.2K+ 5.82% |
$2.15M - $2.21M
|
1.64M
$39.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.8K+ 1962.94% |
$1.98M - $2.03M
|
87K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.6K+ 108.9% |
$1.95M - $2M
|
156K
$3.73M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.9K+ 211.19% |
$1.88M - $1.93M
|
116K
$2.77M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
76.2KNew |
$1.82M - $1.87M
|
76.2K
$1.82M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
68.9KNew |
$1.65M - $1.69M
|
68.9K
$1.64M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
64.8K+ 41.57% |
$1.55M - $1.59M
|
221K
$5.27M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
54.6KNew |
$1.31M - $1.34M
|
54.6K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.3KNew |
$1.3M - $1.33M
|
54.3K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
47.3KNew |
$1.13M - $1.16M
|
47.3K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.9KNew |
$1.1M - $1.12M
|
45.9K
$1.1M
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
39.8K+ 157.03% |
$951K - $974K
|
65.1K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
37.7K+ 150.05% |
$901K - $923K
|
62.8K
$1.5M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
36K+ 23.02% |
$860K - $881K
|
192K
$4.59M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
35.9KNew |
$857K - $879K
|
35.9K
$856K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.7KNew |
$828K - $849K
|
34.7K
$827K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34.5KNew |
$824K - $844K
|
34.5K
$822K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30KNew |
$717K - $735K
|
30K
$716K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26.1KNew |
$624K - $640K
|
26.1K
$624K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.4KNew |
$606K - $621K
|
25.4K
$606K
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
25KNew |
$598K - $613K
|
25K
$597K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.3KNew |
$532K - $545K
|
22.3K
$532K
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
21.4K+ 71.66% |
$511K - $524K
|
51.2K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
20.5KNew |
$491K - $503K
|
20.5K
$490K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
17.1KNew |
$409K - $419K
|
17.1K
$408K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4KNew |
$344K - $352K
|
14.4K
$343K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4KNew |
$344K - $352K
|
14.4K
$343K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14.4K+ 75.56% |
$343K - $352K
|
33.4K
$796K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
14.2KNew |
$338K - $347K
|
14.2K
$338K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13K+ 131.81% |
$310K - $318K
|
22.8K
$545K
|