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 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-547- 8.61% |
$12.8K - $13K
|
5.81K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-800- 8.03% |
$18.7K - $19.1K
|
9.16K
$218K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-821- 0.84% |
$19.2K - $19.6K
|
97.1K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-841- 2.53% |
$19.7K - $20K
|
32.5K
$771K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-948- 2.92% |
$22.2K - $22.6K
|
31.5K
$748K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-967- 3.41% |
$22.6K - $23K
|
27.4K
$650K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.45K- 15.68% |
$34K - $34.6K
|
7.8K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.47K- 11.06% |
$34.5K - $35.1K
|
11.8K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.83K- 4.91% |
$42.9K - $43.7K
|
35.5K
$844K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.85K- 14.5% |
$43.4K - $44.2K
|
10.9K
$259K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.96K- 5.01% |
$45.9K - $46.7K
|
37.2K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.15K- 3.86% |
$50.3K - $51.2K
|
53.5K
$1.27M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.36K- 4.48% |
$55.2K - $56.2K
|
50.3K
$1.19M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.87K- 7.6% |
$67.3K - $68.4K
|
34.9K
$830K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.91K- 7.3% |
$68.1K - $69.3K
|
36.9K
$877K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.25K- 24.02% |
$76.2K - $77.5K
|
10.3K
$244K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.39K- 1.33% |
$79.3K - $80.7K
|
251K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.45K- 3.06% |
$80.7K - $82.1K
|
109K
$2.59M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.48K- 1.37% |
$81.6K - $83K
|
251K
$5.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.57K- 3.63% |
$83.5K - $85K
|
94.6K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.7K- 7.97% |
$86.6K - $88.1K
|
42.7K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 6.66% |
$92.9K - $94.5K
|
55.6K
$1.32M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.01K- 9.64% |
$94K - $95.7K
|
37.6K
$894K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.27K- 10.23% |
$100K - $102K
|
37.5K
$890K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-6.14K- 3.9% |
$144K - $146K
|
151K
$3.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.87K- 11.56% |
$161K - $164K
|
52.6K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.72K- 12.41% |
$181K - $184K
|
54.5K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-8.14K- 34.08% |
$191K - $194K
|
15.7K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.2KClosed |
$262K - $267K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-14.3K- 1.49% |
$335K - $341K
|
943K
$22.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-14.4K- 20.34% |
$336K - $342K
|
56.2K
$1.34M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-20.8K- 31.02% |
$488K - $497K
|
46.3K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-24.3K- 26.51% |
$569K - $579K
|
67.4K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-24.7K- 1.72% |
$579K - $589K
|
1.41M
$33.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34K- 15.26% |
$796K - $810K
|
189K
$4.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-36.4K- 18.83% |
$853K - $868K
|
157K
$3.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-47.2K- 18.4% |
$1.11M - $1.13M
|
209K
$4.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-48.1K- 29.56% |
$1.13M - $1.15M
|
115K
$2.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-69.2K- 25.58% |
$1.62M - $1.65M
|
201K
$4.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83.5K- 27.28% |
$1.96M - $1.99M
|
222K
$5.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-163K- 18.85% |
$3.82M - $3.89M
|
702K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-183K- 99.5% |
$4.29M - $4.36M
|
915
$21.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-225K- 14.06% |
$5.26M - $5.35M
|
1.37M
$32.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-250K- 47.46% |
$5.85M - $5.95M
|
276K
$6.57M
|