Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.14M+ 2845.44% |
$49.6M - $51.2M
|
2.22M
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 19.9% |
$26.4M - $27.3M
|
6.88M
$163M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.04MNew |
$24.1M - $24.9M
|
1.04M
$24.8M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
857KNew |
$19.8M - $20.5M
|
857K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
579K+ 49.37% |
$13.4M - $13.8M
|
1.75M
$41.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
573K+ 23.99% |
$13.3M - $13.7M
|
2.96M
$70.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
550K+ 2030.0% |
$12.7M - $13.1M
|
577K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
516K+ 23991.12% |
$11.9M - $12.3M
|
518K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
470K+ 40.82% |
$10.9M - $11.2M
|
1.62M
$38.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
396K+ 481.17% |
$9.17M - $9.46M
|
478K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
353K+ 25.59% |
$8.18M - $8.44M
|
1.73M
$41.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
328KNew |
$7.59M - $7.84M
|
328K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
261K+ 95.8% |
$6.04M - $6.23M
|
533K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
253KNew |
$5.85M - $6.04M
|
253K
$6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
217K+ 440.05% |
$5.03M - $5.19M
|
267K
$6.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
209K+ 15.52% |
$4.84M - $5M
|
1.56M
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
204K+ 385.03% |
$4.72M - $4.87M
|
257K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200KNew |
$4.63M - $4.78M
|
200K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
183K+ 13.47% |
$4.24M - $4.38M
|
1.54M
$36.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
181K+ 27.35% |
$4.19M - $4.32M
|
842K
$20M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
180K+ 34.5% |
$4.16M - $4.3M
|
701K
$16.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
152K+ 58.62% |
$3.51M - $3.63M
|
411K
$9.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
147K+ 61.66% |
$3.4M - $3.51M
|
385K
$9.14M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
145KNew |
$3.37M - $3.47M
|
145K
$3.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
141K+ 51.13% |
$3.27M - $3.37M
|
417K
$9.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140K+ 14.08% |
$3.24M - $3.35M
|
1.14M
$27M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
138KNew |
$3.2M - $3.3M
|
138K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
127KNew |
$2.95M - $3.04M
|
127K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
120K+ 56.86% |
$2.78M - $2.87M
|
332K
$7.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
116K+ 80.03% |
$2.7M - $2.78M
|
262K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 13.94% |
$2.66M - $2.74M
|
938K
$22.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
107KNew |
$2.48M - $2.57M
|
107K
$2.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
107K+ 15.55% |
$2.48M - $2.56M
|
796K
$18.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
105KNew |
$2.43M - $2.51M
|
105K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
100K+ 200.6% |
$2.32M - $2.4M
|
150K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
99.2KNew |
$2.3M - $2.37M
|
99.2K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99K+ 22.57% |
$2.29M - $2.37M
|
538K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
96.5K+ 40.34% |
$2.23M - $2.31M
|
336K
$7.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
94.9KNew |
$2.2M - $2.27M
|
94.9K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.6KNew |
$2.07M - $2.14M
|
89.6K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
88.4KNew |
$2.05M - $2.11M
|
88.4K
$2.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
87.2K+ 160.14% |
$2.02M - $2.09M
|
142K
$3.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85.8K+ 43.03% |
$1.99M - $2.05M
|
285K
$6.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
85.8KNew |
$1.99M - $2.05M
|
85.8K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
77.7KNew |
$1.8M - $1.86M
|
77.7K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.4K+ 31.95% |
$1.74M - $1.8M
|
311K
$7.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
72KNew |
$1.67M - $1.72M
|
72K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
71.9KNew |
$1.66M - $1.72M
|
71.9K
$1.71M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
70.4KNew |
$1.63M - $1.68M
|
70.4K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69.9K+ 30.84% |
$1.62M - $1.67M
|
297K
$7.05M
|