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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.71K+ 3.71% |
$156K - $158K
|
188K
$4.46M
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.41K+ 42.05% |
$149K - $151K
|
21.7K
$514K
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.38K+ 5.03% |
$148K - $150K
|
133K
$3.16M
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.33K+ 5.8% |
$147K - $149K
|
116K
$2.74M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6K+ 3.55% |
$140K - $142K
|
175K
$4.15M
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.72K+ 19.75% |
$133K - $135K
|
34.7K
$824K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.63KNew |
$131K - $133K
|
5.63K
$134K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.61K+ 10.91% |
$131K - $132K
|
57K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.32K+ 10.16% |
$124K - $126K
|
57.7K
$1.37M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.14K+ 28.95% |
$120K - $121K
|
22.9K
$544K
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.95K+ 5.19% |
$115K - $117K
|
100K
$2.38M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.71K+ 30.57% |
$110K - $111K
|
20.1K
$478K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.52K+ 20.0% |
$105K - $107K
|
27.1K
$644K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
4.37K+ 1.94% |
$102K - $103K
|
230K
$5.45M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4.1K+ 215.79% |
$95.4K - $96.8K
|
6K
$143K
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
4.06K+ 26.53% |
$94.4K - $95.7K
|
19.3K
$459K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.94KNew |
$91.8K - $93K
|
3.94K
$93.6K
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.83K+ 37.92% |
$89.2K - $90.4K
|
13.9K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.8K+ 4.39% |
$88.5K - $89.7K
|
90.3K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.61K+ 27.83% |
$84K - $85.2K
|
16.6K
$394K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.46K+ 2.09% |
$80.6K - $81.8K
|
169K
$4.02M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.15K+ 18.82% |
$73.3K - $74.3K
|
19.9K
$472K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.12K+ 26.38% |
$72.6K - $73.6K
|
14.9K
$355K
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.08K+ 0.92% |
$71.8K - $72.8K
|
338K
$8.03M
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.76K+ 24.45% |
$64.2K - $65.1K
|
14K
$333K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.7K+ 13.84% |
$62.8K - $63.7K
|
22.2K
$527K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.66KNew |
$61.9K - $62.7K
|
2.66K
$63.1K
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.6K+ 10.16% |
$60.5K - $61.4K
|
28.2K
$670K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 5.98% |
$58.4K - $59.2K
|
44.5K
$1.06M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.36K+ 0.23% |
$55K - $55.7K
|
1.03M
$24.4M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.17KNew |
$50.5K - $51.2K
|
2.17K
$51.5K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.15KNew |
$50.1K - $50.7K
|
2.15K
$51.1K
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.14K+ 4.78% |
$49.7K - $50.4K
|
46.8K
$1.11M
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.91K+ 1.53% |
$44.3K - $45K
|
127K
$3.01M
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.89K+ 3.76% |
$44K - $44.6K
|
52.1K
$1.24M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 12.99% |
$42.3K - $42.8K
|
15.8K
$375K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 12.99% |
$42.3K - $42.8K
|
15.8K
$375K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.56K+ 4.17% |
$36.3K - $36.8K
|
39K
$927K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51K+ 4.58% |
$35K - $35.5K
|
34.3K
$816K
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.37K+ 3.66% |
$32K - $32.4K
|
38.9K
$923K
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.29K+ 12.93% |
$29.9K - $30.3K
|
11.2K
$267K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.28KNew |
$29.9K - $30.3K
|
1.28K
$30.5K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.24K+ 23.5% |
$28.8K - $29.1K
|
6.49K
$154K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 1.3% |
$28.6K - $29K
|
95.8K
$2.28M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.15KNew |
$26.9K - $27.2K
|
1.15K
$27.4K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.02K+ 2.19% |
$23.7K - $24K
|
47.4K
$1.12M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.02K+ 2.19% |
$23.7K - $24K
|
47.4K
$1.12M
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
1.01K+ 1.33% |
$23.5K - $23.9K
|
77.2K
$1.83M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 11.42% |
$23.3K - $23.6K
|
9.76K
$232K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
973+ 1.79% |
$22.7K - $23K
|
55.4K
$1.32M
|