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 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.43K+ 2.12% |
$126K - $130K
|
261K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.24KNew |
$121K - $125K
|
5.24K
$124K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.18K+ 50.73% |
$120K - $124K
|
15.4K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.11KNew |
$118K - $122K
|
5.11K
$121K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
5.06KNew |
$117K - $121K
|
5.06K
$120K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5.02K+ 2.03% |
$116K - $120K
|
252K
$5.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.71K+ 3.15% |
$109K - $113K
|
154K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.67K+ 14.29% |
$108K - $112K
|
37.3K
$887K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.45K+ 46.52% |
$103K - $106K
|
14K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.93K+ 21.16% |
$91K - $93.9K
|
22.5K
$534K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.9K+ 20.17% |
$90.3K - $93.2K
|
23.2K
$552K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.88K+ 3.07% |
$89.8K - $92.7K
|
130K
$3.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 1.72% |
$74.6K - $77.1K
|
191K
$4.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.18K+ 33.44% |
$73.7K - $76.1K
|
12.7K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.15K+ 17.81% |
$72.9K - $75.3K
|
20.8K
$495K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.06KNew |
$70.8K - $73.1K
|
3.06K
$72.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.98K+ 3.3% |
$69K - $71.2K
|
93.3K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.96K+ 0.5% |
$68.6K - $70.8K
|
591K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$68.5K - $70.7K
|
2.96K
$70.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.82K+ 27.19% |
$65.4K - $67.5K
|
13.2K
$314K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 0.94% |
$64.2K - $66.3K
|
299K
$7.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.7KNew |
$62.5K - $64.5K
|
2.7K
$64.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.69K+ 8.56% |
$62.2K - $64.2K
|
34.1K
$809K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.6K+ 2.31% |
$60.2K - $62.2K
|
115K
$2.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.41KNew |
$55.7K - $57.5K
|
2.41K
$57.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.37K+ 0.38% |
$55K - $56.7K
|
628K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.29K+ 86.04% |
$52.9K - $54.6K
|
4.94K
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
2.24K+ 9.35% |
$51.9K - $53.6K
|
26.2K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.21K+ 5.69% |
$51.1K - $52.7K
|
41K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.11K+ 22.76% |
$48.9K - $50.5K
|
11.4K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2KNew |
$46.3K - $47.8K
|
2K
$47.5K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.93K+ 8.1% |
$44.7K - $46.2K
|
25.8K
$612K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.91K+ 9.61% |
$44.2K - $45.6K
|
21.8K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.74K+ 5.05% |
$40.4K - $41.7K
|
36.3K
$862K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 15.69% |
$40K - $41.3K
|
12.7K
$303K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.58K+ 12.07% |
$36.6K - $37.7K
|
14.7K
$348K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.56K+ 7.02% |
$36.1K - $37.2K
|
23.7K
$564K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.5K+ 4.98% |
$34.8K - $35.9K
|
31.7K
$753K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.4KNew |
$32.4K - $33.5K
|
1.4K
$33.3K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.36K+ 2.91% |
$31.5K - $32.5K
|
48.2K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.15K+ 3.31% |
$26.6K - $27.5K
|
35.9K
$852K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.12KNew |
$25.8K - $26.7K
|
1.12K
$26.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.11KNew |
$25.8K - $26.6K
|
1.11K
$26.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05KNew |
$24.3K - $25.1K
|
1.05K
$24.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 1.55% |
$24.1K - $24.9K
|
68.1K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
835+ 6.17% |
$19.3K - $20K
|
14.4K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
822+ 5.5% |
$19K - $19.6K
|
15.8K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
712+ 3.29% |
$16.5K - $17K
|
22.4K
$531K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
692+ 2.0% |
$16K - $16.5K
|
35.4K
$840K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
656+ 0.82% |
$15.2K - $15.7K
|
80.5K
$1.91M
|