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 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.4K- 58.06% |
$1.06M - $1.11M
|
33.5K
$805K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-46.8K- 5.9% |
$1.07M - $1.12M
|
746K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-46.9K- 29.42% |
$1.07M - $1.12M
|
112K
$2.7M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-62.3K- 77.38% |
$1.42M - $1.49M
|
18.2K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.8K- 81.5% |
$1.8M - $1.89M
|
17.9K
$430K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-78.9K- 19.15% |
$1.8M - $1.89M
|
333K
$8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-129K- 30.97% |
$2.94M - $3.09M
|
287K
$6.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-214K- 28.44% |
$4.88M - $5.12M
|
538K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-346K- 97.0% |
$7.91M - $8.29M
|
10.7K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-356K- 21.14% |
$8.14M - $8.53M
|
1.33M
$31.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-358K- 11.3% |
$8.17M - $8.56M
|
2.81M
$67.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-613K- 24.51% |
$14M - $14.7M
|
1.89M
$45.4M
|