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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 121.52% |
$299K - $306K
|
22.8K
$544K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.1K+ 4.24% |
$290K - $297K
|
299K
$7.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.6K+ 98.2% |
$278K - $285K
|
23.5K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$260K - $266K
|
10.9K
$260K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.7K+ 66.3% |
$255K - $261K
|
26.8K
$639K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 13.08% |
$254K - $260K
|
91.8K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.5KNew |
$227K - $233K
|
9.5K
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.32K+ 39.6% |
$223K - $228K
|
32.9K
$785K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9.19KNew |
$220K - $225K
|
9.19K
$219K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.4KNew |
$201K - $206K
|
8.4K
$201K
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.39KNew |
$200K - $205K
|
8.39K
$200K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.56K+ 5.89% |
$181K - $185K
|
136K
$3.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
6.05K+ 2.4% |
$145K - $148K
|
258K
$6.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4.8KNew |
$115K - $118K
|
4.8K
$115K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
4KNew |
$95.6K - $98K
|
4K
$95.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.6K+ 38.2% |
$86K - $88.2K
|
13K
$311K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.3KNew |
$78.9K - $80.8K
|
3.3K
$78.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.3K+ 39.64% |
$78.9K - $80.8K
|
11.6K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.48K+ 0.29% |
$35.5K - $36.3K
|
509K
$12.2M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.16K+ 0.23% |
$27.6K - $28.3K
|
497K
$11.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
950New |
$22.7K - $23.3K
|
950
$22.7K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
941New |
$22.5K - $23K
|
941
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
610+ 3.86% |
$14.6K - $14.9K
|
16.4K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
428New |
$10.2K - $10.5K
|
428
$10.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
250+ 5.7% |
$5.98K - $6.12K
|
4.64K
$111K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18New |
$430 - $441
|
18
$430
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-149- 0.37% |
$3.56K - $3.65K
|
40.2K
$959K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380Closed |
$9.08K - $9.31K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.17K- 1.74% |
$28K - $28.7K
|
66K
$1.58M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.53K- 25.11% |
$36.6K - $37.5K
|
4.57K
$109K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.16K- 9.45% |
$51.6K - $52.8K
|
20.7K
$493K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.1K- 22.4% |
$97.9K - $100K
|
14.2K
$339K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.9K- 83.19% |
$189K - $193K
|
1.6K
$38.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-63.3K- 17.55% |
$1.51M - $1.55M
|
298K
$7.1M
|