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 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.03K- 3.0% |
$116K - $120K
|
163K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.37K- 2.28% |
$124K - $128K
|
230K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.77K- 5.33% |
$133K - $138K
|
102K
$2.43M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.79K- 4.57% |
$134K - $138K
|
121K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.26K- 17.31% |
$191K - $197K
|
39.5K
$937K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14.1K- 5.48% |
$327K - $337K
|
243K
$5.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-15.1K- 16.57% |
$349K - $360K
|
75.9K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3K- 17.1% |
$353K - $365K
|
74K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16.1K- 1.65% |
$373K - $385K
|
961K
$22.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-16.4K- 21.45% |
$380K - $392K
|
60K
$1.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17K- 9.71% |
$393K - $405K
|
158K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.2K- 9.94% |
$444K - $458K
|
174K
$4.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-19.6K- 0.63% |
$454K - $468K
|
3.08M
$73.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-20K- 3.56% |
$464K - $479K
|
544K
$12.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.3K- 5.8% |
$469K - $484K
|
329K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21K- 25.48% |
$486K - $501K
|
61.3K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-21.4K- 12.51% |
$496K - $512K
|
150K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-26.7K- 2.6% |
$618K - $638K
|
1M
$23.7M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-27.1K- 36.24% |
$628K - $649K
|
47.8K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-31.2K- 47.66% |
$722K - $746K
|
34.3K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-31.9K- 4.02% |
$738K - $762K
|
760K
$18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.7K- 3.37% |
$1.01M - $1.04M
|
1.25M
$29.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-47.3K- 5.92% |
$1.09M - $1.13M
|
751K
$17.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-71.1K- 17.69% |
$1.65M - $1.7M
|
331K
$7.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-100K- 76.03% |
$2.32M - $2.39M
|
31.6K
$750K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-111K- 10.96% |
$2.56M - $2.64M
|
899K
$21.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 27.61% |
$3.01M - $3.1M
|
340K
$8.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-163K- 25.81% |
$3.77M - $3.89M
|
468K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-242K- 95.82% |
$5.61M - $5.79M
|
10.6K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-330K- 18.98% |
$7.65M - $7.9M
|
1.41M
$33.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-358K- 10.79% |
$8.29M - $8.56M
|
2.96M
$70.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-368K- 48.98% |
$8.52M - $8.79M
|
383K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-380K- 22.38% |
$8.79M - $9.08M
|
1.32M
$31.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-464K- 35.11% |
$10.8M - $11.1M
|
858K
$20.4M
|