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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
718+ 1.89% |
$16.7K - $16.9K
|
38.8K
$921K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
660+ 0.59% |
$15.4K - $15.6K
|
113K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
650+ 1.03% |
$15.1K - $15.3K
|
63.9K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
628+ 3.5% |
$14.6K - $14.8K
|
18.6K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
595+ 3.32% |
$13.9K - $14K
|
18.5K
$440K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
528+ 2.86% |
$12.3K - $12.5K
|
19K
$451K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
505+ 0.34% |
$11.8K - $11.9K
|
149K
$3.55M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
452+ 1.53% |
$10.5K - $10.7K
|
29.9K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
363+ 1.22% |
$8.45K - $8.57K
|
30.2K
$717K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
346New |
$8.05K - $8.17K
|
346
$8.22K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
324+ 1.59% |
$7.54K - $7.65K
|
20.7K
$491K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
300New |
$6.98K - $7.08K
|
300
$7.13K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
129+ 0.69% |
$3K - $3.04K
|
18.7K
$445K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126New |
$2.93K - $2.97K
|
126
$2.99K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.89% |
$2.26K - $2.29K
|
11K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.66% |
$1.58K - $1.6K
|
10.4K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 0.87% |
$792 - $802
|
3.93K
$93.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
28+ 0.29% |
$652 - $661
|
9.56K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
21+ 1050.0% |
$489 - $496
|
23
$546
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12+ 0.86% |
$279 - $283
|
1.4K
$33.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.07% |
$210 - $212
|
13.5K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.02% |
$163 - $165
|
36.5K
$866K
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.0% |
$69.8 - $70.8
|
151K
$3.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-30- 0.66% |
$698 - $708
|
4.52K
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-114- 7.99% |
$2.65K - $2.69K
|
1.31K
$31.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-230- 0.61% |
$5.35K - $5.43K
|
37.4K
$888K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-380- 2.81% |
$8.85K - $8.97K
|
13.1K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-431- 36.22% |
$10K - $10.2K
|
759
$18K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-438- 1.23% |
$10.2K - $10.3K
|
35.2K
$837K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-464- 0.04% |
$10.8K - $11K
|
1.29M
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-490- 0.92% |
$11.4K - $11.6K
|
53K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-596- 0.9% |
$13.9K - $14.1K
|
65.5K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-742- 7.65% |
$17.3K - $17.5K
|
8.95K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-762- 5.23% |
$17.7K - $18K
|
13.8K
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-781- 2.27% |
$18.2K - $18.4K
|
33.6K
$799K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.1K- 3.39% |
$25.6K - $25.9K
|
31.4K
$745K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.13K- 6.37% |
$26.2K - $26.6K
|
16.6K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.18K- 8.35% |
$27.5K - $27.8K
|
13K
$308K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.4K- 0.26% |
$32.6K - $33K
|
529K
$12.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 11.98% |
$34.9K - $35.4K
|
11K
$262K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.79K- 0.46% |
$41.6K - $42.2K
|
390K
$9.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.19K- 0.85% |
$50.9K - $51.6K
|
256K
$6.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.37K- 18.36% |
$55.2K - $56K
|
10.5K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.78K- 1.63% |
$64.7K - $65.6K
|
168K
$3.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.34K- 1.72% |
$77.8K - $78.9K
|
191K
$4.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.13K- 4.92% |
$96.1K - $97.5K
|
79.8K
$1.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.86K- 9.24% |
$113K - $115K
|
47.7K
$1.13M
|