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 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-5.09K- 32.35% |
$118K - $120K
|
10.6K
$253K
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.78K- 19.51% |
$135K - $136K
|
23.9K
$567K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.92K- 19.49% |
$161K - $163K
|
28.6K
$679K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-7.09K- 16.95% |
$165K - $167K
|
34.7K
$825K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.44K- 0.92% |
$173K - $175K
|
798K
$19M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.79K- 0.88% |
$181K - $184K
|
881K
$20.9M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-7.85K- 14.17% |
$183K - $185K
|
47.5K
$1.13M
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-8.75K- 40.5% |
$204K - $207K
|
12.9K
$305K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.78K- 4.4% |
$228K - $231K
|
213K
$5.05M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.3K- 24.05% |
$239K - $243K
|
32.5K
$771K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 7.28% |
$266K - $270K
|
146K
$3.46M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.7K- 31.69% |
$272K - $276K
|
25.2K
$599K
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-12K- 3.89% |
$279K - $283K
|
296K
$7.04M
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-12K- 57.21% |
$279K - $283K
|
8.98K
$213K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 1.75% |
$329K - $333K
|
792K
$18.8M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19K- 15.43% |
$443K - $449K
|
104K
$2.48M
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20.5K- 36.45% |
$477K - $484K
|
35.7K
$849K
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-30.5K- 2.16% |
$710K - $720K
|
1.38M
$32.8M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-34.9KClosed |
$813K - $824K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-45.5K- 7.47% |
$1.06M - $1.07M
|
564K
$13.4M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.3K- 3.29% |
$1.38M - $1.4M
|
1.74M
$41.3M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59.8K- 40.13% |
$1.39M - $1.41M
|
89.2K
$2.12M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-72.2K- 10.94% |
$1.68M - $1.7M
|
588K
$14M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-540K- 88.71% |
$12.6M - $12.7M
|
68.7K
$1.63M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-561K- 40.53% |
$13.1M - $13.2M
|
823K
$19.5M
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.45M- 94.64% |
$57M - $57.7M
|
139K
$3.29M
|