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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.35K+ 5.55% |
$55K - $56K
|
44.7K
$1.06M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.23KNew |
$52.2K - $53.1K
|
2.23K
$52.9K
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
2.2K+ 5.55% |
$51.5K - $52.4K
|
41.9K
$995K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.18K+ 6.09% |
$51.1K - $52K
|
38.1K
$904K
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.14K+ 1.72% |
$50.1K - $51K
|
127K
$3.01M
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 11.56% |
$49.3K - $50.2K
|
20.3K
$482K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.03K+ 0.61% |
$47.5K - $48.3K
|
335K
$7.96M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
2K+ 29.61% |
$46.8K - $47.7K
|
8.76K
$208K
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.85K+ 3.73% |
$43.2K - $44K
|
51.4K
$1.22M
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.77K+ 2.15% |
$41.4K - $42.1K
|
84K
$1.99M
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 3.01% |
$36.6K - $37.2K
|
53.6K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.33K+ 0.86% |
$31.2K - $31.7K
|
156K
$3.71M
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.26K+ 1.34% |
$29.5K - $30K
|
95.4K
$2.26M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.21K+ 6.64% |
$28.4K - $28.9K
|
19.5K
$463K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.2K+ 1.31% |
$28K - $28.5K
|
92.7K
$2.2M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17K+ 0.96% |
$27.4K - $27.9K
|
123K
$2.93M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.07K+ 6.37% |
$25.2K - $25.6K
|
17.9K
$426K
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.05K+ 7.38% |
$24.6K - $25K
|
15.3K
$363K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.03K+ 3.7% |
$24.2K - $24.6K
|
29K
$688K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
875+ 0.59% |
$20.5K - $20.9K
|
149K
$3.54M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
850New |
$19.9K - $20.3K
|
850
$20.2K
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
820+ 2.24% |
$19.2K - $19.5K
|
37.5K
$889K
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
819+ 2.0% |
$19.2K - $19.5K
|
41.8K
$993K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
775+ 4.52% |
$18.2K - $18.5K
|
17.9K
$425K
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
708+ 1.08% |
$16.6K - $16.9K
|
66.1K
$1.57M
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
590+ 0.3% |
$13.8K - $14.1K
|
194K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
524+ 0.95% |
$12.3K - $12.5K
|
55.4K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
498+ 1.38% |
$11.7K - $11.9K
|
36.5K
$866K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
485New |
$11.4K - $11.6K
|
485
$11.5K
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
400+ 1.8% |
$9.37K - $9.53K
|
22.6K
$536K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
384+ 4.03% |
$8.99K - $9.15K
|
9.9K
$235K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
291+ 0.99% |
$6.82K - $6.93K
|
29.8K
$708K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
280+ 5.63% |
$6.56K - $6.67K
|
5.26K
$125K
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
139+ 0.33% |
$3.26K - $3.31K
|
41.8K
$993K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
118+ 0.64% |
$2.76K - $2.81K
|
18.6K
$442K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103+ 0.33% |
$2.41K - $2.45K
|
31.3K
$742K
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
89+ 0.82% |
$2.08K - $2.12K
|
10.9K
$260K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.83% |
$749 - $763
|
3.9K
$92.6K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.14% |
$586 - $596
|
18.5K
$439K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11+ 0.8% |
$258 - $262
|
1.39K
$33K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.04% |
$117 - $119
|
13.5K
$320K
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1+ 0.0% |
$23.4 - $23.8
|
889K
$21.1M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-24- 92.31% |
$562 - $572
|
2
$47.5
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-34- 0.24% |
$796 - $810
|
14.1K
$336K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-140- 14.75% |
$3.28K - $3.34K
|
809
$19.2K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-223- 1.68% |
$5.22K - $5.31K
|
13.1K
$311K
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-224- 1.25% |
$5.25K - $5.34K
|
17.7K
$420K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-369- 0.91% |
$8.64K - $8.79K
|
40.2K
$955K
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-415- 0.65% |
$9.72K - $9.89K
|
63.3K
$1.5M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-497- 3.55% |
$11.6K - $11.8K
|
13.5K
$321K
|