Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)

IBDR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q3 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 03, 2023 Q3 2023
Summitry LLC

Foster City, CA
BUY
 -
1.32M
New
$30.8M - $31.2M
1.32M $31.4M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
899K
+ 6200.0%
$20.9M - $21.2M
914K $21.7M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
682K
+ 49.7%
$15.9M - $16.1M
2.05M $48.8M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
293K
+ 41.78%
$6.83M - $6.92M
995K $23.6M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
228K
+ 733.53%
$5.3M - $5.38M
259K $6.15M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
218K
+ 10.05%
$5.07M - $5.14M
2.39M $56.7M
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
212K
New
$4.92M - $4.99M
212K $5.02M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
194K
+ 70.1%
$4.51M - $4.57M
470K $11.2M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
186K
+ 19.21%
$4.32M - $4.38M
1.15M $27.4M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
169K
+ 20.12%
$3.94M - $3.99M
1.01M $24M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
144K
+ 11.94%
$3.35M - $3.39M
1.35M $32M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
141K
+ 13.73%
$3.29M - $3.33M
1.17M $27.8M
Nov 09, 2023 Q3 2023
Arrow Financial Corp

BUY
 -
130K
+ 36.48%
$3.03M - $3.07M
486K $11.6M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
120K
+ 29.77%
$2.78M - $2.82M
521K $12.4M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
112K
+ 70.38%
$2.62M - $2.65M
272K $6.46M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
107K
+ 186.43%
$2.5M - $2.53M
165K $3.91M
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
104K
+ 3.46%
$2.42M - $2.45M
3.1M $73.7M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
99.6K
+ 10883.93%
$2.32M - $2.35M
101K $2.39M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
92.5K
+ 107.71%
$2.15M - $2.18M
178K $4.24M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
82.3K
New
$1.92M - $1.94M
82.3K $1.95M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
78K
+ 31.47%
$1.82M - $1.84M
326K $7.74M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
74.8K
+ 30.81%
$1.74M - $1.76M
317K $7.54M
Oct 23, 2023 Q3 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
68.3K
New
$1.59M - $1.61M
68.3K $1.62M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
61.6K
New
$1.43M - $1.45M
61.6K $1.46M
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
59.1K
New
$1.38M - $1.4M
59.1K $1.4M
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
58.8K
New
$1.37M - $1.39M
58.8K $1.4M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
58.1K
+ 34.48%
$1.35M - $1.37M
227K $5.39M
Nov 01, 2023 Q3 2023
Sightline Wealth Advisors, LLC

BUY
 -
57.8K
New
$1.35M - $1.36M
57.8K $1.37M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
56.3K
+ 14.71%
$1.31M - $1.33M
439K $10.4M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
54.5K
New
$1.27M - $1.29M
54.5K $1.29M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
52.6K
+ 4.7%
$1.23M - $1.24M
1.17M $27.8M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
49.8K
+ 7.79%
$1.16M - $1.18M
689K $16.4M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
48.1K
+ 22.98%
$1.12M - $1.14M
258K $6.12M
Oct 27, 2023 Q3 2023
Harbor Advisory Corp

BUY
 -
47.8K
New
$1.11M - $1.13M
47.8K $1.13M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
47.2K
+ 25.03%
$1.1M - $1.11M
236K $5.6M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
46.9K
+ 3.57%
$1.09M - $1.11M
1.36M $32.3M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
43.6K
+ 6.09%
$1.02M - $1.03M
759K $18M
Oct 26, 2023 Q3 2023
Keeler T Homas Management LLC

BUY
 -
40.7K
+ 6.96%
$948K - $961K
626K $14.9M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
40.4K
+ 146.25%
$941K - $954K
68.1K $1.62M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
37.6K
+ 7.47%
$875K - $887K
541K $12.8M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
36.9K
+ 66.29%
$858K - $870K
92.5K $2.2M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
36.5K
+ 18.14%
$850K - $862K
238K $5.65M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
34.5K
+ 9.38%
$803K - $814K
402K $9.54M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
34.3K
+ 3.63%
$797K - $808K
978K $23.2M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
31.6K
+ 62.39%
$736K - $746K
82.3K $1.95M
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
31.6K
New
$735K - $745K
31.6K $750K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
30.1K
+ 14.4%
$701K - $710K
239K $5.68M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
29.9K
+ 3.85%
$695K - $705K
805K $19.1M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
28.4K
+ 13.72%
$662K - $671K
236K $5.6M

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