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 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 5.7% |
$935K - $964K
|
749K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39.6K+ 286.28% |
$916K - $944K
|
53.4K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
38.6K+ 3.96% |
$893K - $920K
|
1.01M
$24M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$846K - $873K
|
36.6K
$869K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36.5K+ 12.23% |
$844K - $870K
|
335K
$7.95M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
36KNew |
$832K - $858K
|
36K
$854K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
35.7K+ 94.11% |
$826K - $851K
|
73.6K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
35.3KNew |
$817K - $843K
|
35.3K
$839K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
31.5K+ 5.7% |
$729K - $752K
|
584K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
29.5KNew |
$683K - $705K
|
29.5K
$701K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29.5K+ 26.04% |
$682K - $704K
|
143K
$3.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26.1K+ 11.34% |
$605K - $624K
|
257K
$6.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.3K+ 7.11% |
$584K - $602K
|
380K
$9.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24.7KNew |
$572K - $590K
|
24.7K
$587K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
24.4K+ 702.1% |
$566K - $583K
|
27.9K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.6K+ 72.25% |
$546K - $562K
|
56.2K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.4K+ 9.63% |
$518K - $534K
|
255K
$6.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
20.5K+ 106.91% |
$474K - $489K
|
39.7K
$942K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
20.2K+ 6.17% |
$467K - $481K
|
347K
$8.25M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
20.1KNew |
$466K - $480K
|
20.1K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
20.1K+ 51.03% |
$465K - $479K
|
59.5K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 2.65% |
$436K - $450K
|
729K
$17.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.7K+ 47.98% |
$433K - $447K
|
57.8K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
18.4K+ 797.7% |
$426K - $439K
|
20.7K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$423K - $436K
|
18.3K
$434K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18.2KNew |
$422K - $435K
|
18.2K
$433K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
17.6K+ 12.1% |
$407K - $420K
|
163K
$3.87M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.1KNew |
$397K - $409K
|
17.1K
$407K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
16.4K+ 126.52% |
$381K - $392K
|
29.4K
$699K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
16.4K+ 6.27% |
$380K - $392K
|
278K
$6.61M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.5K+ 90.14% |
$336K - $347K
|
30.7K
$728K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 45.58% |
$332K - $342K
|
45.8K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14KNew |
$323K - $333K
|
14K
$332K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.7KNew |
$318K - $328K
|
13.7K
$326K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13.3KNew |
$308K - $317K
|
13.3K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
13.1K+ 6.09% |
$303K - $312K
|
228K
$5.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.9KNew |
$299K - $308K
|
12.9K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 7.69% |
$295K - $304K
|
179K
$4.24M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$290K - $299K
|
12.5K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11.7K+ 7.76% |
$271K - $279K
|
163K
$3.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.7K+ 11.76% |
$249K - $256K
|
102K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$243K - $251K
|
10.5K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.98KNew |
$231K - $238K
|
9.98K
$237K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
9.94KNew |
$230K - $237K
|
9.94K
$236K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.58KNew |
$222K - $229K
|
9.58K
$228K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.53KNew |
$221K - $227K
|
9.53K
$226K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.52KNew |
$220K - $227K
|
9.52K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.45K+ 19.33% |
$219K - $225K
|
58.3K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.17KNew |
$212K - $219K
|
9.17K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.73KNew |
$202K - $208K
|
8.73K
$207K
|