Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.49M+ 2624.05% |
$58.3M - $59.4M
|
2.59M
$61.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
432K+ 24.86% |
$10.1M - $10.3M
|
2.17M
$51.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
370K+ 100.15% |
$8.67M - $8.82M
|
740K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
366K+ 35.9% |
$8.56M - $8.71M
|
1.38M
$32.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
352K+ 137.71% |
$8.25M - $8.4M
|
608K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
279K+ 37.23% |
$6.53M - $6.65M
|
1.03M
$24.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
206K+ 7.39% |
$4.83M - $4.92M
|
3M
$71.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
187KNew |
$4.39M - $4.47M
|
187K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
175K+ 10.75% |
$4.09M - $4.16M
|
1.8M
$42.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
156K+ 27.89% |
$3.66M - $3.72M
|
716K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151K+ 12.94% |
$3.53M - $3.59M
|
1.31M
$31.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
150K+ 1500.92% |
$3.51M - $3.57M
|
160K
$3.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 13.94% |
$3.45M - $3.51M
|
1.2M
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137K+ 16.57% |
$3.22M - $3.27M
|
966K
$22.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
108KNew |
$2.52M - $2.57M
|
108K
$2.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
91.6K+ 123.82% |
$2.15M - $2.18M
|
166K
$3.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
84.4K+ 34.44% |
$1.98M - $2.01M
|
330K
$7.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.8K+ 7.98% |
$1.94M - $1.97M
|
1.12M
$26.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
65.6K+ 14.99% |
$1.54M - $1.56M
|
503K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.6K+ 5.17% |
$1.49M - $1.52M
|
1.29M
$30.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
62.7K+ 97.83% |
$1.47M - $1.49M
|
127K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56.8K+ 29.7% |
$1.33M - $1.35M
|
248K
$5.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
56.3K+ 7.51% |
$1.32M - $1.34M
|
806K
$19.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54.3K+ 5.76% |
$1.27M - $1.29M
|
996K
$23.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
54K+ 9.22% |
$1.26M - $1.29M
|
639K
$15.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.7K+ 15.98% |
$1.23M - $1.26M
|
383K
$9.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50.7KNew |
$1.19M - $1.21M
|
50.7K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.8K+ 10.36% |
$1.17M - $1.19M
|
530K
$12.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
48.2K+ 8.97% |
$1.13M - $1.15M
|
585K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48K+ 24.64% |
$1.12M - $1.14M
|
243K
$5.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
46.7K+ 6.41% |
$1.09M - $1.11M
|
776K
$18.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
45.6K+ 226.36% |
$1.07M - $1.09M
|
65.7K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
43.7K+ 7.09% |
$1.02M - $1.04M
|
661K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
42.6K+ 41.17% |
$998K - $1.02M
|
146K
$3.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39.8K+ 86.27% |
$931K - $948K
|
85.9K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.8KNew |
$769K - $783K
|
32.8K
$780K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
32.8K+ 20.15% |
$769K - $782K
|
196K
$4.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32.8K+ 9.8% |
$768K - $781K
|
367K
$8.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 0.57% |
$763K - $776K
|
5.74M
$136M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
31.7K+ 3.92% |
$742K - $755K
|
840K
$20M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
29.6KNew |
$694K - $706K
|
29.6K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
28.6K+ 15.87% |
$671K - $682K
|
209K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28K+ 19.63% |
$656K - $668K
|
171K
$4.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27.7KNew |
$648K - $659K
|
27.7K
$657K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.9K+ 4.61% |
$631K - $642K
|
611K
$14.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
22.2K+ 3.77% |
$519K - $528K
|
609K
$14.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
BUY
|
- |
22K+ 32.3% |
$515K - $524K
|
90.1K
$2.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.7K+ 37.52% |
$507K - $516K
|
79.4K
$1.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.3K+ 14.48% |
$500K - $508K
|
169K
$4.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.1K+ 5.54% |
$493K - $502K
|
401K
$9.53M
|