Purchases and Sales Made in Q3 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 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 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.8KNew |
$646K - $655K
|
27.8K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.3KNew |
$612K - $621K
|
26.3K
$625K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
26.2K+ 13.4% |
$611K - $619K
|
222K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
25.2K+ 17.27% |
$587K - $595K
|
171K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 1.45% |
$566K - $574K
|
1.7M
$40.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
24KNew |
$558K - $566K
|
24K
$570K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 168.08% |
$528K - $535K
|
36.1K
$858K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
21.4K+ 250.79% |
$499K - $506K
|
30K
$712K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
20.4KNew |
$476K - $483K
|
20.4K
$486K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.1K+ 3.29% |
$468K - $474K
|
631K
$15M
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
19.9K+ 7.92% |
$463K - $469K
|
271K
$6.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.5K+ 5.91% |
$453K - $460K
|
349K
$8.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.3KNew |
$450K - $456K
|
19.3K
$459K
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
18.7K+ 17.36% |
$435K - $441K
|
126K
$3M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
18.2KNew |
$425K - $431K
|
18.2K
$433K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.2KNew |
$401K - $406K
|
17.2K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 37.46% |
$365K - $370K
|
57.5K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.5K+ 13.3% |
$360K - $365K
|
132K
$3.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.3K+ 79.96% |
$357K - $362K
|
34.5K
$820K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
15.2KNew |
$354K - $358K
|
15.2K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.8K+ 19.37% |
$344K - $348K
|
90.9K
$2.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5KNew |
$315K - $319K
|
13.5K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
13.5K+ 25.25% |
$315K - $319K
|
67.1K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
12.5K+ 5.36% |
$292K - $296K
|
247K
$5.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.36% |
$278K - $282K
|
199K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8K+ 56.41% |
$274K - $278K
|
32.7K
$776K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$265K - $269K
|
11.4K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.2K+ 1.51% |
$261K - $264K
|
751K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.1K+ 11.45% |
$259K - $262K
|
108K
$2.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
10.9KNew |
$254K - $258K
|
10.9K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.9K+ 32.13% |
$254K - $258K
|
44.9K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.7KNew |
$248K - $252K
|
10.7K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
10.7K+ 11.84% |
$248K - $252K
|
101K
$2.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.5K+ 13.24% |
$245K - $248K
|
89.9K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.4K+ 9.04% |
$241K - $244K
|
125K
$2.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.2KNew |
$238K - $241K
|
10.2K
$243K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.67K+ 21.15% |
$225K - $228K
|
55.4K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.52KNew |
$222K - $225K
|
9.52K
$226K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.28KNew |
$216K - $219K
|
9.28K
$220K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
9.16K+ 22.78% |
$213K - $216K
|
49.4K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
9.14KNew |
$213K - $216K
|
9.14K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
9.08K+ 9.79% |
$211K - $214K
|
102K
$2.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.98K+ 22.53% |
$209K - $212K
|
48.8K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.82K+ 4.79% |
$205K - $208K
|
193K
$4.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
8.52K+ 2.96% |
$198K - $201K
|
296K
$7.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
8.36K+ 23.39% |
$195K - $197K
|
44.1K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
8.19K+ 19.56% |
$191K - $193K
|
50.1K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.99K+ 11.67% |
$186K - $188K
|
76.4K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.57K+ 11.16% |
$176K - $179K
|
75.3K
$1.79M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.43KNew |
$173K - $175K
|
7.43K
$177K
|