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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
14.5KNew |
$344K - $348K
|
14.5K
$346K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.2KNew |
$338K - $341K
|
14.2K
$340K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$326K - $329K
|
13.8K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13.6KNew |
$323K - $326K
|
13.6K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$321K - $324K
|
13.5K
$323K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
13.3KNew |
$316K - $319K
|
13.3K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12.3KNew |
$293K - $296K
|
12.3K
$295K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.2KNew |
$290K - $292K
|
12.2K
$291K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
12.1KNew |
$287K - $290K
|
12.1K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.5K+ 17.44% |
$273K - $276K
|
77.5K
$1.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
11.3KNew |
$268K - $271K
|
11.3K
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
11.2KNew |
$265K - $268K
|
11.2K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11KNew |
$261K - $264K
|
11K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.8KNew |
$255K - $258K
|
10.8K
$257K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.6K+ 11.36% |
$251K - $253K
|
104K
$2.48M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$249K - $251K
|
10.5K
$250K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.5KNew |
$249K - $251K
|
10.5K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.54KNew |
$226K - $229K
|
9.54K
$228K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
9.43KNew |
$224K - $226K
|
9.43K
$225K
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.36KNew |
$222K - $224K
|
9.36K
$223K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9.14K+ 27.4% |
$217K - $219K
|
42.5K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.02KNew |
$214K - $216K
|
9.02K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8.6KNew |
$204K - $206K
|
8.6K
$205K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
8.38K+ 180.78% |
$199K - $201K
|
13K
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.27KNew |
$173K - $174K
|
7.27K
$174K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.92K+ 12.67% |
$164K - $166K
|
61.5K
$1.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.75K+ 73.43% |
$160K - $162K
|
15.9K
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.65K+ 24.83% |
$158K - $159K
|
33.4K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.18KNew |
$147K - $148K
|
6.18K
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.98KNew |
$142K - $143K
|
5.98K
$143K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.87K+ 54.39% |
$139K - $141K
|
16.7K
$398K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.45KNew |
$129K - $131K
|
5.45K
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.67K+ 16.48% |
$87.1K - $87.9K
|
25.9K
$619K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.35K+ 23.66% |
$79.4K - $80.2K
|
17.5K
$418K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.79K+ 5.44% |
$66.1K - $66.7K
|
54K
$1.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.5KNew |
$59.3K - $59.9K
|
2.5K
$59.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$56.4K - $56.9K
|
2.38K
$56.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.03K+ 61.52% |
$48.2K - $48.6K
|
5.33K
$127K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.5KNew |
$35.6K - $35.9K
|
1.5K
$35.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$35K - $35.4K
|
1.48K
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.47KNew |
$34.9K - $35.2K
|
1.47K
$35.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.4KNew |
$33.2K - $33.5K
|
1.4K
$33.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.34KNew |
$31.7K - $32K
|
1.34K
$31.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
1.15K+ 0.45% |
$27.3K - $27.6K
|
259K
$6.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
735New |
$17.4K - $17.6K
|
735
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
448+ 1.12% |
$10.6K - $10.7K
|
40.6K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
383New |
$9.09K - $9.17K
|
383
$9.14K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
197+ 1.39% |
$4.67K - $4.72K
|
14.4K
$343K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
146New |
$3.46K - $3.5K
|
146
$3.49K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$2.37K - $2.4K
|
100
$2.39K
|