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 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92.5KNew |
$2.19M - $2.21M
|
92.5K
$2.21M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
91.7K+ 390.15% |
$2.18M - $2.2M
|
115K
$2.75M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91.6KNew |
$2.17M - $2.19M
|
91.6K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
88.3K+ 5.43% |
$2.1M - $2.12M
|
1.71M
$40.9M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
86.9K+ 114.06% |
$2.06M - $2.08M
|
163K
$3.89M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83.7KNew |
$1.99M - $2M
|
83.7K
$2M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
80.5K+ 224.25% |
$1.91M - $1.93M
|
116K
$2.78M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73.3KNew |
$1.74M - $1.76M
|
73.3K
$1.75M
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
72.1KNew |
$1.71M - $1.73M
|
72.1K
$1.72M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.6K+ 15.17% |
$1.65M - $1.67M
|
528K
$12.6M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.6K+ 301.02% |
$1.63M - $1.64M
|
91.4K
$2.18M
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
68.5KNew |
$1.63M - $1.64M
|
68.5K
$1.64M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
62.7KNew |
$1.49M - $1.5M
|
62.7K
$1.5M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
62.1KNew |
$1.47M - $1.49M
|
62.1K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
58.5K+ 285.18% |
$1.39M - $1.4M
|
79.1K
$1.89M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
56.7KNew |
$1.35M - $1.36M
|
56.7K
$1.35M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
55.7KNew |
$1.32M - $1.33M
|
55.7K
$1.33M
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
55.7KNew |
$1.32M - $1.33M
|
55.7K
$1.33M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
52.3K+ 228.96% |
$1.24M - $1.25M
|
75.1K
$1.79M
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50.3K+ 18.17% |
$1.19M - $1.21M
|
327K
$7.81M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.7KNew |
$1.15M - $1.17M
|
48.7K
$1.16M
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
47.9K+ 9.62% |
$1.14M - $1.15M
|
545K
$13M
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
42.6K+ 170.1% |
$1.01M - $1.02M
|
67.6K
$1.61M
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41.7KNew |
$990K - $999K
|
41.7K
$995K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.1K+ 133.83% |
$953K - $961K
|
70.1K
$1.67M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
38.4KNew |
$910K - $919K
|
38.4K
$916K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37KNew |
$877K - $885K
|
37K
$882K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
36.7K+ 39.75% |
$872K - $880K
|
129K
$3.08M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
35.6KNew |
$845K - $853K
|
35.6K
$850K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
34.5KNew |
$820K - $827K
|
34.5K
$824K
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
33.6K+ 288.6% |
$796K - $804K
|
45.2K
$1.08M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
33.1K+ 52.61% |
$784K - $792K
|
95.9K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
33K+ 69.6% |
$782K - $789K
|
80.3K
$1.92M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
30.9K+ 16.07% |
$733K - $740K
|
223K
$5.33M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
27.4KNew |
$650K - $656K
|
27.4K
$654K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
27.3K+ 682.1% |
$647K - $653K
|
31.3K
$747K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.9K+ 22.3% |
$615K - $621K
|
142K
$3.39M
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
25.3K+ 12.74% |
$601K - $606K
|
224K
$5.35M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23.5KNew |
$558K - $563K
|
23.5K
$561K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
23.3KNew |
$552K - $557K
|
23.3K
$555K
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$543K - $548K
|
22.9K
$546K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
22.5K+ 32.7% |
$535K - $540K
|
91.4K
$2.18M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$467K - $472K
|
19.7K
$470K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
19.5KNew |
$463K - $467K
|
19.5K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.1KNew |
$454K - $458K
|
19.1K
$456K
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
18.5KNew |
$439K - $443K
|
18.5K
$442K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18KNew |
$426K - $430K
|
18K
$429K
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.6KNew |
$419K - $423K
|
17.6K
$421K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
16.5K+ 25.41% |
$393K - $396K
|
81.6K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 27.64% |
$356K - $360K
|
69.3K
$1.66M
|