Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.56K+ 8.93% |
$104K - $109K
|
55.6K
$1.34M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
4.41K+ 1.85% |
$101K - $106K
|
243K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 5.51% |
$97.6K - $102K
|
81.8K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.23K+ 14.66% |
$96.7K - $101K
|
33.1K
$797K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.21K+ 2.58% |
$96.2K - $101K
|
168K
$4.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.21K+ 6.99% |
$96.1K - $101K
|
64.4K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.01K+ 28.88% |
$91.5K - $95.9K
|
17.9K
$431K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.93K+ 2.9% |
$89.7K - $94.1K
|
139K
$3.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
3.35K+ 58.26% |
$76.5K - $80.2K
|
9.1K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.24K+ 122.47% |
$73.9K - $77.5K
|
5.88K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.01K+ 1.45% |
$68.8K - $72.2K
|
211K
$5.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.01KNew |
$68.8K - $72.1K
|
3.01K
$72.5K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.78K+ 17.88% |
$63.5K - $66.6K
|
18.3K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.7KNew |
$61.7K - $64.6K
|
2.7K
$65K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.67K+ 8.61% |
$61K - $63.9K
|
33.7K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.65K+ 11.96% |
$60.6K - $63.5K
|
24.8K
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.64K+ 4.8% |
$60.4K - $63.3K
|
57.8K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63KNew |
$60.1K - $63K
|
2.63K
$63.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.43K+ 12.19% |
$55.4K - $58.1K
|
22.3K
$537K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 26.36% |
$53.7K - $56.3K
|
11.3K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.31K+ 86.94% |
$52.7K - $55.3K
|
4.97K
$120K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.27K+ 2.26% |
$51.9K - $54.4K
|
103K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.21KNew |
$50.6K - $53K
|
2.21K
$53.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.18K+ 3.31% |
$49.8K - $52.2K
|
68.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.14K+ 8.7% |
$48.9K - $51.3K
|
26.8K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.11K+ 16.74% |
$48.3K - $50.6K
|
14.7K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.98K+ 5.74% |
$45.2K - $47.4K
|
36.5K
$878K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.91K+ 76.71% |
$43.6K - $45.7K
|
4.4K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$40K - $41.9K
|
1.75K
$42.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.74K+ 7.51% |
$39.7K - $41.6K
|
24.9K
$599K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 0.88% |
$36.6K - $38.4K
|
183K
$4.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.59K+ 18.21% |
$36.3K - $38.1K
|
10.3K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.54K+ 12.7% |
$35.2K - $36.8K
|
13.7K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.51K+ 4.34% |
$34.5K - $36.2K
|
36.4K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 4.69% |
$29.5K - $30.9K
|
28.8K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05KNew |
$24K - $25.2K
|
1.05K
$25.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.04K+ 4.75% |
$23.8K - $25K
|
23K
$554K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
883+ 13.05% |
$20.2K - $21.1K
|
7.65K
$184K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
882+ 2.37% |
$20.1K - $21.1K
|
38K
$916K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
818+ 1.6% |
$18.7K - $19.6K
|
52.1K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
746+ 1.34% |
$17K - $17.9K
|
56.5K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
740New |
$16.9K - $17.7K
|
740
$17.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
712+ 3.29% |
$16.3K - $17K
|
22.4K
$538K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
500+ 10.37% |
$11.4K - $12K
|
5.32K
$128K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
500+ 4.59% |
$11.4K - $12K
|
11.4K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
440+ 8.68% |
$10K - $10.5K
|
5.51K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
411+ 1.49% |
$9.39K - $9.84K
|
28.1K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
342+ 0.59% |
$7.81K - $8.19K
|
58.3K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
293New |
$6.69K - $7.01K
|
293
$7.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
199+ 8.51% |
$4.55K - $4.76K
|
2.54K
$61.1K
|