Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.03MNew |
$194M - $202M
|
8.03M
$201M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.35M+ 636.41% |
$32.6M - $34M
|
1.56M
$39M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
667K+ 216.11% |
$16.1M - $16.8M
|
975K
$24.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
390K+ 786.44% |
$9.42M - $9.82M
|
439K
$11M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
340K+ 31.2% |
$8.22M - $8.58M
|
1.43M
$35.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
314K+ 57.75% |
$7.59M - $7.92M
|
858K
$21.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
289K+ 944.18% |
$6.99M - $7.29M
|
320K
$8.01M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
274K+ 116.13% |
$6.62M - $6.9M
|
510K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
274KNew |
$6.61M - $6.89M
|
274K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
257K+ 17.65% |
$6.22M - $6.49M
|
1.72M
$42.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
243K+ 15.38% |
$5.87M - $6.12M
|
1.82M
$45.6M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
209K+ 236.41% |
$5.04M - $5.26M
|
297K
$7.43M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 32.62% |
$4.93M - $5.14M
|
829K
$20.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
191KNew |
$4.61M - $4.81M
|
191K
$4.77M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
147K+ 395.97% |
$3.54M - $3.7M
|
184K
$4.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
139K+ 70.73% |
$3.36M - $3.51M
|
336K
$8.41M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
135KNew |
$3.26M - $3.4M
|
135K
$3.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
119KNew |
$2.87M - $3M
|
119K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 21.32% |
$2.52M - $2.62M
|
593K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
102KNew |
$2.46M - $2.56M
|
102K
$2.55M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
92.9KNew |
$2.24M - $2.34M
|
92.9K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
86.2K+ 151.26% |
$2.08M - $2.17M
|
143K
$3.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
80.3K+ 10.33% |
$1.94M - $2.02M
|
858K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.3K+ 49.58% |
$1.84M - $1.92M
|
230K
$5.76M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
59.3KNew |
$1.43M - $1.5M
|
59.3K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
50.7K+ 5.38% |
$1.23M - $1.28M
|
994K
$24.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50K+ 39.28% |
$1.21M - $1.26M
|
177K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
47.1KNew |
$1.14M - $1.19M
|
47.1K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.7K+ 439.6% |
$1.1M - $1.15M
|
56K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
41.9KNew |
$1.01M - $1.06M
|
41.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.8KNew |
$912K - $951K
|
37.8K
$945K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.8K+ 81.93% |
$864K - $901K
|
79.4K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.8K+ 18.29% |
$864K - $901K
|
231K
$5.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32K+ 126.03% |
$774K - $807K
|
57.4K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
25.7KNew |
$621K - $648K
|
25.7K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
24.4K+ 14.8% |
$590K - $616K
|
189K
$4.74M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
24.2K+ 31.18% |
$584K - $609K
|
102K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
22.4K+ 8.01% |
$542K - $565K
|
302K
$7.57M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
21.4K+ 36.19% |
$516K - $539K
|
80.4K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21.1KNew |
$509K - $531K
|
21.1K
$527K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.5K+ 63.6% |
$496K - $518K
|
52.8K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.5K+ 22.13% |
$448K - $467K
|
102K
$2.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
17.9K+ 14.06% |
$433K - $452K
|
146K
$3.64M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.9KNew |
$383K - $400K
|
15.9K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15K+ 179.69% |
$363K - $379K
|
23.4K
$585K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15K+ 4.83% |
$363K - $378K
|
326K
$8.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14KNew |
$337K - $352K
|
14K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13.8K+ 9.58% |
$334K - $348K
|
158K
$3.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5KNew |
$326K - $340K
|
13.5K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
13.3KNew |
$322K - $335K
|
13.3K
$333K
|