Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.5K+ 200.15% |
$409K - $418K
|
26.2K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.2K+ 20.32% |
$379K - $388K
|
96K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
15.2KNew |
$356K - $365K
|
15.2K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 22.8% |
$354K - $363K
|
81.6K
$1.97M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 5.37% |
$353K - $361K
|
296K
$7.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.7K+ 21.52% |
$319K - $327K
|
77.1K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$307K - $315K
|
13.1K
$316K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.4K+ 7.39% |
$266K - $272K
|
165K
$3.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
11.2K+ 5.24% |
$262K - $269K
|
225K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.1K+ 5.26% |
$260K - $266K
|
222K
$5.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
11K+ 47.78% |
$257K - $263K
|
34K
$819K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 8.01% |
$245K - $251K
|
141K
$3.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.71K+ 59.89% |
$227K - $233K
|
25.9K
$625K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.35K+ 31.05% |
$219K - $224K
|
39.5K
$950K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
9.32K+ 2.78% |
$218K - $223K
|
345K
$8.3M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.96KNew |
$210K - $215K
|
8.96K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.84K+ 15.65% |
$207K - $212K
|
65.3K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
8.73KNew |
$204K - $209K
|
8.73K
$210K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.04K+ 119.7% |
$188K - $192K
|
14.8K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.85K+ 21.05% |
$184K - $188K
|
45.2K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
7.79K+ 78.47% |
$182K - $186K
|
17.7K
$427K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.62K+ 22.51% |
$178K - $182K
|
41.4K
$998K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.41K+ 21.88% |
$173K - $177K
|
41.3K
$994K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.38K+ 60.56% |
$173K - $177K
|
19.6K
$471K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.34K+ 343.56% |
$172K - $176K
|
9.47K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.13K+ 10.0% |
$167K - $171K
|
78.4K
$1.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.63K+ 4.05% |
$155K - $159K
|
170K
$4.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.33K+ 1.26% |
$148K - $151K
|
510K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.89K+ 18.52% |
$138K - $141K
|
37.7K
$908K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.05K+ 12.78% |
$118K - $121K
|
44.6K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.89K+ 3.84% |
$114K - $117K
|
132K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.32K+ 34.6% |
$101K - $103K
|
16.8K
$404K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.29K+ 4.44% |
$100K - $103K
|
101K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.15K+ 5.58% |
$97.1K - $99.4K
|
78.6K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.84K+ 9.6% |
$89.7K - $91.9K
|
43.8K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.82K+ 1.57% |
$89.4K - $91.5K
|
247K
$5.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.76K+ 1.66% |
$87.8K - $89.9K
|
230K
$5.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.47K+ 5.4% |
$81.2K - $83.1K
|
67.8K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.42KNew |
$80K - $81.9K
|
3.42K
$82.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.11K+ 6.37% |
$72.7K - $74.4K
|
51.9K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.57K+ 28.83% |
$60.1K - $61.5K
|
11.5K
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.5KNew |
$58.5K - $59.9K
|
2.5K
$60.2K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.5KNew |
$58.5K - $59.9K
|
2.5K
$60.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
2.35K+ 4.28% |
$54.9K - $56.2K
|
57.2K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.34KNew |
$54.7K - $56K
|
2.34K
$56.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.14K+ 1.72% |
$50.1K - $51.2K
|
127K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.1K+ 30.41% |
$49.2K - $50.3K
|
9.02K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 8.22% |
$48.9K - $50K
|
27.5K
$663K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2K+ 4.53% |
$46.8K - $47.9K
|
46.2K
$1.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.76K+ 1.51% |
$41.1K - $42.1K
|
118K
$2.85M
|