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 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.8K+ 41.87% |
$459K - $474K
|
67.2K
$1.6M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.8K+ 41.87% |
$459K - $474K
|
67.2K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18.6KNew |
$431K - $445K
|
18.6K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.5K+ 1.5% |
$406K - $419K
|
1.19M
$28.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17.5K+ 62.12% |
$405K - $419K
|
45.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17.1KNew |
$395K - $408K
|
17.1K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
16.9KNew |
$392K - $404K
|
16.9K
$402K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
16.6K+ 4.91% |
$385K - $397K
|
355K
$8.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.7KNew |
$365K - $376K
|
15.7K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.6KNew |
$361K - $373K
|
15.6K
$371K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15.3KNew |
$354K - $366K
|
15.3K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14.5KNew |
$336K - $347K
|
14.5K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 41.85% |
$333K - $344K
|
48.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1K+ 24.49% |
$327K - $338K
|
71.8K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$325K - $336K
|
14.1K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 52.91% |
$322K - $333K
|
40.2K
$955K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.9K+ 38.02% |
$321K - $331K
|
50.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7KNew |
$317K - $327K
|
13.7K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
13.3K+ 22.54% |
$309K - $319K
|
72.5K
$1.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
13.1K+ 19.18% |
$303K - $313K
|
81.4K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.7KNew |
$294K - $304K
|
12.7K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
11.5K+ 25.6% |
$266K - $275K
|
56.4K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.3KNew |
$263K - $271K
|
11.3K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
11.1K+ 10.9% |
$257K - $265K
|
113K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10.6KNew |
$247K - $254K
|
10.6K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$245K - $253K
|
10.6K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.5KNew |
$243K - $251K
|
10.5K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10KNew |
$232K - $240K
|
10K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10KNew |
$232K - $240K
|
10K
$238K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.75K+ 42.58% |
$226K - $233K
|
32.6K
$775K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.66KNew |
$224K - $231K
|
9.66K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9.61K+ 160.17% |
$222K - $230K
|
15.6K
$371K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.6K+ 74.1% |
$222K - $229K
|
22.5K
$535K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
8.95K+ 51.4% |
$207K - $214K
|
26.4K
$626K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.6K+ 22.05% |
$199K - $206K
|
47.6K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.56KNew |
$198K - $205K
|
8.56K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.53KNew |
$197K - $204K
|
8.53K
$203K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.4KNew |
$194K - $201K
|
8.4K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
7.97K+ 2.69% |
$185K - $190K
|
304K
$7.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
7.58K+ 3.5% |
$175K - $181K
|
224K
$5.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.52K+ 13.19% |
$174K - $180K
|
64.5K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
7.15K+ 4.23% |
$165K - $171K
|
176K
$4.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.85K+ 14.03% |
$159K - $164K
|
55.7K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6.59K+ 10.3% |
$152K - $157K
|
70.5K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.54KNew |
$151K - $156K
|
6.54K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.52K+ 14.66% |
$151K - $156K
|
51K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.09K+ 10.99% |
$141K - $145K
|
61.5K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
5.91K+ 64.73% |
$137K - $141K
|
15K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.82K+ 28.91% |
$135K - $139K
|
25.9K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.62K+ 46.71% |
$130K - $134K
|
17.7K
$419K
|