Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.42M+ 2368.56% |
$195M - $201M
|
8.77M
$208M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
878K+ 111.51% |
$20.3M - $20.9M
|
1.66M
$39.5M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
714K+ 620.69% |
$16.5M - $17M
|
829K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
613K+ 12.05% |
$14.2M - $14.6M
|
5.7M
$135M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
478K+ 41.62% |
$11.1M - $11.4M
|
1.63M
$38.6M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
383K+ 247.47% |
$8.85M - $9.13M
|
537K
$12.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
302KNew |
$6.99M - $7.21M
|
302K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
279K+ 52.68% |
$6.46M - $6.66M
|
809K
$19.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
265K+ 27.47% |
$6.14M - $6.33M
|
1.23M
$29.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
257K+ 19.16% |
$5.94M - $6.13M
|
1.6M
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
256KNew |
$5.92M - $6.11M
|
256K
$6.08M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
230K+ 1545.78% |
$5.33M - $5.49M
|
245K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
228K+ 15.11% |
$5.28M - $5.44M
|
1.74M
$41.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
193K+ 28.73% |
$4.47M - $4.61M
|
865K
$20.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
184KNew |
$4.26M - $4.39M
|
184K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
181KNew |
$4.18M - $4.31M
|
181K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
174K+ 1038.16% |
$4.04M - $4.16M
|
191K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
171K+ 17.25% |
$3.96M - $4.08M
|
1.16M
$27.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 17.05% |
$3.56M - $3.67M
|
1.06M
$25.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 15.57% |
$3.23M - $3.33M
|
1.04M
$24.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
135K+ 5.08% |
$3.12M - $3.22M
|
2.79M
$66.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
126K+ 384.56% |
$2.92M - $3.01M
|
159K
$3.78M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
125K+ 225.13% |
$2.89M - $2.98M
|
180K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 30.79% |
$2.87M - $2.96M
|
526K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
121K+ 13.5% |
$2.8M - $2.89M
|
1.02M
$24.2M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 156.76% |
$2.75M - $2.84M
|
195K
$4.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117K+ 32.29% |
$2.71M - $2.8M
|
481K
$11.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
114K+ 22.6% |
$2.63M - $2.71M
|
617K
$14.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
102KNew |
$2.35M - $2.42M
|
102K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
92.7K+ 18.8% |
$2.14M - $2.21M
|
585K
$13.9M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
90.2K+ 13.69% |
$2.09M - $2.15M
|
750K
$17.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
89.1K+ 17.9% |
$2.06M - $2.13M
|
587K
$13.9M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
88.5K+ 148.65% |
$2.05M - $2.11M
|
148K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.9K+ 15.92% |
$1.78M - $1.83M
|
560K
$13.3M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
74KNew |
$1.71M - $1.77M
|
74K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
70.2K+ 8.05% |
$1.62M - $1.68M
|
942K
$22.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.1K+ 26.5% |
$1.6M - $1.65M
|
330K
$7.83M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
64.1KNew |
$1.48M - $1.53M
|
64.1K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 86.57% |
$1.48M - $1.52M
|
138K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.5K+ 295.49% |
$1.45M - $1.49M
|
83.7K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
57.5K+ 864.34% |
$1.33M - $1.37M
|
64.2K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
54.3K+ 38.99% |
$1.26M - $1.29M
|
193K
$4.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.5K+ 15.91% |
$1.19M - $1.23M
|
375K
$8.92M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.9K+ 52.86% |
$1.18M - $1.22M
|
147K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
49.5KNew |
$1.15M - $1.18M
|
49.5K
$1.18M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
43K+ 5.09% |
$996K - $1.03M
|
889K
$21.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
42.7K+ 220.05% |
$989K - $1.02M
|
62.2K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
42.3K+ 80.26% |
$978K - $1.01M
|
94.9K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41.7KNew |
$965K - $995K
|
41.7K
$991K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 10.46% |
$960K - $989K
|
438K
$10.4M
|