Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
739KNew |
$16.1M - $16.5M
|
739K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
558K+ 123.68% |
$12.2M - $12.4M
|
1.01M
$22.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
312KNew |
$6.81M - $6.97M
|
312K
$6.87M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
239K+ 90.21% |
$5.2M - $5.32M
|
503K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
237K+ 39.61% |
$5.17M - $5.29M
|
837K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
195K+ 149.89% |
$4.26M - $4.36M
|
326K
$7.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
170K+ 188.16% |
$3.71M - $3.79M
|
261K
$5.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
127KNew |
$2.77M - $2.84M
|
127K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
109KNew |
$2.37M - $2.42M
|
109K
$2.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
105K+ 12.79% |
$2.29M - $2.34M
|
927K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
101KNew |
$2.19M - $2.24M
|
101K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
91KNew |
$1.98M - $2.03M
|
91K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
83.8K+ 89.03% |
$1.83M - $1.87M
|
178K
$3.91M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 151.18% |
$1.71M - $1.75M
|
130K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 151.18% |
$1.71M - $1.75M
|
130K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
78.4K+ 19.17% |
$1.71M - $1.75M
|
487K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.4K+ 14.26% |
$1.47M - $1.5M
|
540K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.5KNew |
$1.36M - $1.39M
|
62.5K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55.5K+ 110.95% |
$1.21M - $1.24M
|
106K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
50.2K+ 35.93% |
$1.09M - $1.12M
|
190K
$4.18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.1KNew |
$982K - $1.01M
|
45.1K
$991K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45K+ 48.01% |
$981K - $1M
|
139K
$3.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
43.8K+ 13.49% |
$955K - $977K
|
369K
$8.11M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
43.3K+ 35.56% |
$943K - $964K
|
165K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
42K+ 47.69% |
$915K - $936K
|
130K
$2.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.6K+ 5.39% |
$798K - $816K
|
716K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.1KNew |
$786K - $804K
|
36.1K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4K+ 13.26% |
$749K - $767K
|
294K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$719K - $735K
|
33K
$725K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.7K+ 68.91% |
$713K - $730K
|
80.2K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 8.76% |
$637K - $652K
|
363K
$7.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
28K+ 49.56% |
$609K - $623K
|
84.4K
$1.85M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 110.07% |
$581K - $595K
|
50.9K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.2KNew |
$572K - $585K
|
26.2K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23.7K+ 27.25% |
$515K - $527K
|
110K
$2.43M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
23.4K+ 57.44% |
$509K - $521K
|
64.1K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22.9K+ 29.46% |
$499K - $510K
|
101K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.1KNew |
$438K - $448K
|
20.1K
$442K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.3K+ 90.51% |
$421K - $430K
|
40.6K
$893K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.1K+ 49.97% |
$417K - $426K
|
57.4K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.2KNew |
$397K - $406K
|
18.2K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.6KNew |
$384K - $393K
|
17.6K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
17.2K+ 77.47% |
$375K - $384K
|
39.4K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 56.29% |
$373K - $381K
|
47.5K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
17K+ 58.01% |
$370K - $378K
|
46.2K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 129.71% |
$299K - $305K
|
24.3K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 133.12% |
$297K - $303K
|
23.8K
$524K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
13.3KNew |
$290K - $296K
|
13.3K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.8KNew |
$279K - $285K
|
12.8K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.4KNew |
$269K - $275K
|
12.4K
$272K
|