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 |
---|---|---|---|---|---|---|---|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
558+ 0.22% |
$12.9K - $13.3K
|
255K
$6.05M
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
558+ 0.22% |
$12.9K - $13.3K
|
255K
$6.05M
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
509+ 1.24% |
$11.8K - $12.1K
|
41.7K
$990K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
500+ 25.0% |
$11.6K - $11.9K
|
2.5K
$59.4K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
415+ 0.51% |
$9.6K - $9.9K
|
82.2K
$1.95M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
310+ 3.15% |
$7.17K - $7.4K
|
10.1K
$241K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
269+ 0.49% |
$6.22K - $6.42K
|
55.6K
$1.32M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
153+ 0.16% |
$3.54K - $3.65K
|
97.9K
$2.32M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
85+ 1.74% |
$1.97K - $2.03K
|
4.98K
$118K
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.53% |
$1.78K - $1.84K
|
14.6K
$346K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57+ 0.53% |
$1.32K - $1.36K
|
10.9K
$258K
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
48+ 0.36% |
$1.11K - $1.15K
|
13.5K
$322K
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
38+ 0.13% |
$879 - $907
|
28.3K
$673K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
26New |
$602 - $620
|
26
$618
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$555 - $573
|
24
$570
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.52% |
$463 - $477
|
3.87K
$91.9K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 0.06% |
$185 - $191
|
13.5K
$319K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-176- 0.06% |
$4.07K - $4.2K
|
306K
$7.27M
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-208- 1.15% |
$4.81K - $4.96K
|
17.9K
$425K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-285- 11.31% |
$6.59K - $6.8K
|
2.24K
$53.1K
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-339- 2.48% |
$7.84K - $8.09K
|
13.3K
$316K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-445- 3.37% |
$10.3K - $10.6K
|
12.8K
$303K
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-455- 1.15% |
$10.5K - $10.9K
|
39.1K
$929K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-647- 40.54% |
$15K - $15.4K
|
949
$22.5K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-934- 12.81% |
$21.6K - $22.3K
|
6.36K
$151K
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.13K- 1.7% |
$26.2K - $27K
|
65.3K
$1.55M
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.3K- 0.67% |
$30.2K - $31.1K
|
194K
$4.6M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.8K- 11.0% |
$41.7K - $42.9K
|
14.6K
$346K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.87K- 1.51% |
$43.2K - $44.5K
|
121K
$2.88M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.89K- 0.69% |
$43.7K - $45K
|
271K
$6.43M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 3.21% |
$45.8K - $47.2K
|
59.6K
$1.41M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.3K- 6.87% |
$53.2K - $54.8K
|
31.2K
$740K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 7.28% |
$74.5K - $76.8K
|
41K
$974K
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.23K- 3.32% |
$74.7K - $77.1K
|
94.1K
$2.23M
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.32K- 9.06% |
$76.8K - $79.2K
|
33.3K
$791K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.6K- 4.48% |
$106K - $110K
|
98.2K
$2.33M
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-6.52K- 9.29% |
$151K - $156K
|
63.7K
$1.51M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.82K- 3.64% |
$158K - $163K
|
181K
$4.29M
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-7.89K- 4.77% |
$183K - $188K
|
158K
$3.74M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-8.16K- 8.17% |
$189K - $195K
|
91.7K
$2.18M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-12.8K- 91.47% |
$295K - $305K
|
1.19K
$28.3K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 6.22% |
$342K - $353K
|
223K
$5.29M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-15.7K- 1.92% |
$364K - $376K
|
802K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.7K- 80.45% |
$501K - $517K
|
5.26K
$125K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-23K- 49.05% |
$532K - $548K
|
23.9K
$567K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-24.6K- 13.71% |
$569K - $586K
|
155K
$3.67M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.5K- 19.63% |
$776K - $800K
|
137K
$3.26M
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-39.1K- 48.03% |
$905K - $933K
|
42.3K
$1M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-45K- 4.49% |
$1.04M - $1.07M
|
958K
$22.7M
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-50.6K- 43.88% |
$1.17M - $1.21M
|
64.7K
$1.54M
|