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 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.54KNew |
$198K - $204K
|
8.54K
$203K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.54KNew |
$198K - $204K
|
8.54K
$203K
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.44K+ 5.0% |
$195K - $201K
|
177K
$4.21M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.03K+ 7.67% |
$186K - $191K
|
113K
$2.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8K+ 27.94% |
$185K - $191K
|
36.6K
$870K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7.89K+ 3.75% |
$182K - $188K
|
218K
$5.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
7.29K+ 12.0% |
$169K - $174K
|
68.1K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.87K+ 5.96% |
$159K - $164K
|
122K
$2.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.85K+ 92.81% |
$158K - $163K
|
14.2K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.68K+ 10.44% |
$154K - $159K
|
70.6K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57K+ 6.82% |
$152K - $157K
|
103K
$2.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
6.52K+ 3.17% |
$151K - $156K
|
212K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.44K+ 13.53% |
$149K - $154K
|
54K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.38K+ 7.49% |
$148K - $152K
|
91.5K
$2.17M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.06K+ 4.0% |
$140K - $144K
|
157K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
5.82K+ 16.19% |
$135K - $139K
|
41.8K
$992K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.74K+ 13.5% |
$110K - $113K
|
39.8K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.58K+ 12.69% |
$106K - $109K
|
40.7K
$966K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.58K+ 3.81% |
$106K - $109K
|
125K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.55KNew |
$105K - $108K
|
4.55K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
4.21K+ 13.93% |
$97.4K - $100K
|
34.4K
$818K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.2K+ 83.17% |
$97.2K - $100K
|
9.25K
$220K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.15K+ 28.92% |
$96K - $99K
|
18.5K
$439K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.05K+ 22.34% |
$93.7K - $96.6K
|
22.2K
$527K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3.54K+ 12.72% |
$81.9K - $84.5K
|
31.4K
$745K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.5K+ 23.42% |
$81K - $83.6K
|
18.5K
$438K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.41K+ 299.65% |
$78.9K - $81.4K
|
4.55K
$108K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 6.78% |
$67.7K - $69.8K
|
46.1K
$1.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.8K+ 15.39% |
$64.8K - $66.8K
|
21K
$499K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.75K+ 58.25% |
$63.7K - $65.7K
|
7.48K
$178K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.66K+ 8.92% |
$61.5K - $63.4K
|
32.5K
$771K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.04K+ 13.74% |
$47.2K - $48.6K
|
16.9K
$401K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.98K+ 4.35% |
$45.7K - $47.2K
|
47.5K
$1.13M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.85K+ 5.22% |
$42.9K - $44.2K
|
37.4K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.73K+ 18.29% |
$40.1K - $41.3K
|
11.2K
$266K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.72K+ 4.42% |
$39.8K - $41K
|
40.6K
$964K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 13.59% |
$38.8K - $40K
|
14K
$333K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.61K+ 0.49% |
$37.2K - $38.4K
|
333K
$7.91M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.43KNew |
$33K - $34K
|
1.43K
$33.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.38KNew |
$31.9K - $32.9K
|
1.38K
$32.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3KNew |
$30K - $30.9K
|
1.3K
$30.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.29K+ 9.97% |
$29.9K - $30.8K
|
14.2K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 3.52% |
$28.3K - $29.1K
|
35.9K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.14K+ 7.12% |
$26.4K - $27.2K
|
17.1K
$407K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.13K+ 6.45% |
$26.2K - $27K
|
18.7K
$444K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.1% |
$24.7K - $25.5K
|
52K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
914+ 6.9% |
$21.1K - $21.8K
|
14.2K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
768+ 1.42% |
$17.8K - $18.3K
|
54.9K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
746+ 64.64% |
$17.3K - $17.8K
|
1.9K
$45.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
630New |
$14.6K - $15K
|
630
$15K
|