Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.9MNew |
$307M - $309M
|
12.9M
$308M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.63M+ 1108.41% |
$86.2M - $87M
|
3.96M
$94.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.09M+ 596.19% |
$73.4M - $74M
|
3.61M
$86.2M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66M+ 696.53% |
$39.3M - $39.7M
|
1.9M
$45.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57M+ 1805.95% |
$37.3M - $37.6M
|
1.66M
$39.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.56MNew |
$36.9M - $37.3M
|
1.56M
$37.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.37M+ 9492.09% |
$32.4M - $32.7M
|
1.38M
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.37M+ 9492.09% |
$32.4M - $32.7M
|
1.38M
$32.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
998K+ 40.77% |
$23.7M - $23.9M
|
3.45M
$82.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
958KNew |
$22.7M - $22.9M
|
958K
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
661KNew |
$15.7M - $15.8M
|
661K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
644KNew |
$15.3M - $15.4M
|
644K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
618K+ 74.77% |
$14.7M - $14.8M
|
1.44M
$34.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
563KNew |
$13.4M - $13.5M
|
563K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
527K+ 1148.0% |
$12.5M - $12.6M
|
573K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
492KNew |
$11.7M - $11.8M
|
492K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
476KNew |
$11.3M - $11.4M
|
476K
$11.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
469KNew |
$11.1M - $11.2M
|
469K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
451K+ 104.31% |
$10.7M - $10.8M
|
883K
$21.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
428K+ 326547.34% |
$10.2M - $10.2M
|
428K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
424K+ 1623.59% |
$10.1M - $10.2M
|
450K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
391K+ 41597.98% |
$9.29M - $9.37M
|
392K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
389K+ 26.0% |
$9.22M - $9.31M
|
1.88M
$44.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
369KNew |
$8.75M - $8.83M
|
369K
$8.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
346K+ 148.65% |
$8.21M - $8.29M
|
579K
$13.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
344K+ 219.79% |
$8.16M - $8.24M
|
500K
$11.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
336K+ 152.37% |
$7.98M - $8.05M
|
557K
$13.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
312KNew |
$7.4M - $7.47M
|
312K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
310KNew |
$7.35M - $7.42M
|
310K
$7.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
294KNew |
$6.99M - $7.05M
|
294K
$7.03M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
286KNew |
$6.78M - $6.84M
|
286K
$6.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
265K+ 2784.75% |
$6.28M - $6.34M
|
274K
$6.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
250KNew |
$5.92M - $5.98M
|
250K
$5.96M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
218KNew |
$5.18M - $5.22M
|
218K
$5.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
206KNew |
$4.89M - $4.93M
|
206K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
200K+ 607.27% |
$4.74M - $4.78M
|
232K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
193KNew |
$4.59M - $4.63M
|
193K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 206.98% |
$4.51M - $4.55M
|
282K
$6.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
179KNew |
$4.25M - $4.29M
|
179K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
160K+ 19.1% |
$3.81M - $3.84M
|
1M
$23.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
152K+ 51.06% |
$3.62M - $3.65M
|
451K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
149K+ 75.66% |
$3.55M - $3.58M
|
347K
$8.28M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
148K+ 9.03% |
$3.51M - $3.54M
|
1.79M
$42.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
99.9K+ 2080.21% |
$2.37M - $2.39M
|
105K
$2.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
99.5KNew |
$2.36M - $2.38M
|
99.5K
$2.38M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
96.9KNew |
$2.3M - $2.32M
|
96.9K
$2.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
96K+ 32.26% |
$2.28M - $2.3M
|
393K
$9.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
95.8KNew |
$2.27M - $2.29M
|
95.8K
$2.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94.1K+ 271.47% |
$2.23M - $2.25M
|
129K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
93.7KNew |
$2.22M - $2.24M
|
93.7K
$2.24M
|