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 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12K+ 87.14% |
$260K - $266K
|
25.7K
$563K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$241K - $247K
|
11.1K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$230K - $236K
|
10.6K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
10.1KNew |
$221K - $226K
|
10.1K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.89K+ 3.29% |
$194K - $198K
|
279K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.99K+ 22.82% |
$174K - $178K
|
43K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.77K+ 42.89% |
$169K - $173K
|
25.9K
$568K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.17K+ 7.44% |
$156K - $160K
|
104K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.83K+ 26.14% |
$149K - $152K
|
33K
$722K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.77K+ 3.35% |
$148K - $151K
|
209K
$4.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.57K+ 55.59% |
$143K - $147K
|
18.4K
$403K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.53KNew |
$142K - $146K
|
6.53K
$143K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
6.38KNew |
$139K - $142K
|
6.38K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.2K+ 17.62% |
$135K - $138K
|
41.4K
$908K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.4K+ 291.89% |
$118K - $120K
|
7.25K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.25K+ 30.03% |
$114K - $117K
|
22.7K
$498K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.97K+ 21.15% |
$108K - $111K
|
28.5K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.4K+ 22.15% |
$95.8K - $98K
|
24.2K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.42K+ 21.78% |
$74.6K - $76.3K
|
19.1K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.1K+ 11.21% |
$67.5K - $69K
|
30.7K
$673K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.42K+ 9.58% |
$52.8K - $54K
|
27.7K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.32K+ 12.39% |
$50.4K - $51.6K
|
21K
$460K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.26KNew |
$49.2K - $50.4K
|
2.26K
$49.5K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.88K+ 3.82% |
$40.9K - $41.8K
|
51K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.82KNew |
$39.7K - $40.7K
|
1.82K
$40K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 3.74% |
$37.5K - $38.3K
|
47.6K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6KNew |
$34.9K - $35.7K
|
1.6K
$35.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
919+ 28.72% |
$20K - $20.5K
|
4.12K
$90.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
915+ 8.1% |
$19.9K - $20.4K
|
12.2K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
457New |
$9.96K - $10.2K
|
457
$10K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 2.03% |
$4.53K - $4.64K
|
10.5K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
97+ 3.34% |
$2.11K - $2.16K
|
3K
$65.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 0.25% |
$1.94K - $1.98K
|
36K
$789K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
82+ 0.64% |
$1.79K - $1.83K
|
12.9K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.37K - $1.4K
|
63
$1.38K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.59% |
$392 - $401
|
3.05K
$66.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$327 - $334
|
15
$329
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-74- 2.16% |
$1.61K - $1.65K
|
3.35K
$73.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-338- 1.13% |
$7.37K - $7.53K
|
29.7K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-763- 0.27% |
$16.6K - $17K
|
286K
$6.27M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 4.06% |
$24.4K - $24.9K
|
26.4K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.46K- 52.63% |
$31.8K - $32.6K
|
1.32K
$28.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.6K- 12.88% |
$34.9K - $35.7K
|
10.8K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.09K- 16.05% |
$67.3K - $68.8K
|
16.2K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.5K- 23.1% |
$76.4K - $78.1K
|
11.7K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-10.6K- 26.51% |
$230K - $236K
|
29.3K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 0.98% |
$252K - $258K
|
1.17M
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.6K- 15.84% |
$253K - $259K
|
61.8K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.1K- 7.3% |
$286K - $293K
|
167K
$3.66M
|