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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
583+ 45.44% |
$13.5K - $13.9K
|
1.87K
$44.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
343+ 0.23% |
$7.94K - $8.2K
|
152K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
311New |
$7.2K - $7.43K
|
311
$7.39K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
297New |
$6.88K - $7.1K
|
297
$7.05K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
240+ 1.18% |
$5.56K - $5.74K
|
20.5K
$488K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
219+ 15.61% |
$5.07K - $5.23K
|
1.62K
$38.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
183+ 1.31% |
$4.24K - $4.37K
|
14.1K
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
138+ 1.25% |
$3.19K - $3.3K
|
11.2K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
133+ 1.25% |
$3.08K - $3.18K
|
10.8K
$257K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126New |
$2.92K - $3.01K
|
126
$2.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
96+ 0.93% |
$2.22K - $2.29K
|
10.5K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
77+ 0.38% |
$1.78K - $1.84K
|
20.5K
$487K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.06% |
$1.23K - $1.27K
|
92.5K
$2.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49+ 1.25% |
$1.13K - $1.17K
|
3.98K
$94.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.13% |
$556 - $574
|
19K
$452K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.09% |
$278 - $287
|
13.5K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-15- 65.22% |
$347 - $359
|
8
$190
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20Closed |
$463 - $478
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.58% |
$602 - $621
|
4.49K
$107K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-230- 3.54% |
$5.32K - $5.5K
|
6.26K
$149K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-256- 0.92% |
$5.93K - $6.12K
|
27.7K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-291- 0.53% |
$6.74K - $6.95K
|
55.1K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-331- 1.16% |
$7.66K - $7.91K
|
28.3K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-382- 0.5% |
$8.84K - $9.13K
|
76.8K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-540- 1.44% |
$12.5K - $12.9K
|
36.9K
$875K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-620- 3.31% |
$14.4K - $14.8K
|
18.1K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-697- 3.77% |
$16.1K - $16.7K
|
17.8K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-757- 1.95% |
$17.5K - $18.1K
|
38.1K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 9.53% |
$23.3K - $24K
|
9.54K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.12K- 3.01% |
$25.9K - $26.7K
|
36K
$856K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.21K- 0.57% |
$28K - $28.9K
|
212K
$5.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.25K- 3.7% |
$28.8K - $29.8K
|
32.4K
$769K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.27K- 2.42% |
$29.4K - $30.4K
|
51.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.32K- 2.78% |
$30.6K - $31.6K
|
46.2K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.4K- 1.34% |
$32.4K - $33.4K
|
103K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.48K- 16.43% |
$34.1K - $35.3K
|
7.5K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.51K- 9.09% |
$34.9K - $36K
|
15.1K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.78K- 16.32% |
$41.3K - $42.6K
|
9.14K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.97K- 0.86% |
$45.6K - $47.1K
|
228K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2K- 83.26% |
$46.3K - $47.8K
|
402
$9.55K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 83.26% |
$46.3K - $47.8K
|
402
$9.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.09K- 19.59% |
$48.3K - $49.8K
|
8.56K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.1K- 2.19% |
$48.5K - $50.1K
|
93.7K
$2.23M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.13K- 5.62% |
$49.2K - $50.8K
|
35.7K
$847K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.33K- 1.75% |
$53.8K - $55.6K
|
131K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3K- 5.11% |
$69.5K - $71.8K
|
55.8K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.37K- 13.35% |
$77.9K - $80.5K
|
21.8K
$519K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.46K- 1.81% |
$80.2K - $82.8K
|
187K
$4.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.33K- 12.12% |
$100K - $104K
|
31.4K
$746K
|