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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
20.4KNew |
$477K - $485K
|
20.4K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
19.2KNew |
$450K - $457K
|
19.2K
$456K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.7K+ 4.45% |
$392K - $398K
|
392K
$9.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.4KNew |
$361K - $367K
|
15.4K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
15.2KNew |
$357K - $363K
|
15.2K
$362K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15.1K+ 61.26% |
$355K - $361K
|
39.8K
$946K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.5KNew |
$316K - $321K
|
13.5K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 12.95% |
$312K - $318K
|
116K
$2.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
12.4K+ 1.22% |
$290K - $295K
|
1.02M
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12K+ 18.68% |
$281K - $286K
|
76.2K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7K+ 127.65% |
$274K - $279K
|
20.9K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 20.56% |
$271K - $275K
|
67.8K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 8.34% |
$269K - $273K
|
149K
$3.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.3K+ 7.2% |
$265K - $270K
|
169K
$4.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$243K - $247K
|
10.4K
$246K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 49.86% |
$242K - $246K
|
31.1K
$738K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.1K+ 17.4% |
$238K - $242K
|
68.5K
$1.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.1K+ 9.85% |
$236K - $240K
|
112K
$2.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
9.36K+ 3.36% |
$219K - $223K
|
288K
$6.83M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.25K+ 49.45% |
$217K - $220K
|
27.9K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
9.12K+ 2.63% |
$213K - $217K
|
356K
$8.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
8.55KNew |
$200K - $204K
|
8.55K
$203K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8K+ 91.74% |
$187K - $191K
|
16.7K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.97K+ 0.48% |
$187K - $190K
|
1.67M
$39.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
7.17K+ 3.28% |
$168K - $171K
|
225K
$5.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.62K+ 18.75% |
$155K - $158K
|
42K
$996K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
6.62K+ 2.91% |
$155K - $158K
|
234K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.57K+ 14.36% |
$154K - $157K
|
52.3K
$1.24M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
6.21K+ 2.05% |
$145K - $148K
|
308K
$7.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.62K+ 3.15% |
$132K - $134K
|
184K
$4.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.07K+ 12.46% |
$119K - $121K
|
45.7K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.63K+ 11.09% |
$108K - $110K
|
46.3K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.6K+ 21.91% |
$108K - $110K
|
25.6K
$608K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.44K+ 2.09% |
$104K - $106K
|
217K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
4.36K+ 13.88% |
$102K - $104K
|
35.7K
$849K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 7.73% |
$96.6K - $98.3K
|
57.5K
$1.37M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.01K+ 29.16% |
$93.9K - $95.5K
|
17.8K
$422K
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4K+ 38.1% |
$93.7K - $95.3K
|
14.5K
$344K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.98K+ 2.25% |
$93.3K - $94.9K
|
181K
$4.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.8K+ 50.85% |
$89.1K - $90.6K
|
11.3K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.78KNew |
$88.4K - $90K
|
3.78K
$89.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.39K+ 18.6% |
$79.4K - $80.8K
|
21.6K
$513K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.29K+ 2.71% |
$77.1K - $78.4K
|
125K
$2.96M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.26K+ 0.41% |
$76.3K - $77.6K
|
806K
$19.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.19K+ 1.25% |
$74.8K - $76.1K
|
258K
$6.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 27.88% |
$66.2K - $67.4K
|
13K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.81K+ 3.35% |
$65.8K - $66.9K
|
86.5K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
2.55K+ 3.47% |
$59.8K - $60.8K
|
76.1K
$1.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.4KNew |
$56.3K - $57.2K
|
2.4K
$57K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$56.3K - $57.2K
|
2.4K
$57K
|