Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)

IBDT Quotes by TradingView

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
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
12.7K
+ 14.22%
$306K - $319K
102K $2.55M
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
12.3K
+ 4.06%
$296K - $309K
314K $7.86M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
11.8K
+ 51.22%
$285K - $297K
34.8K $870K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.5K
+ 4.63%
$277K - $289K
259K $6.47M
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
10.2K
+ 3.54%
$247K - $258K
299K $7.49M
Apr 14, 2023 Q1 2023
Signature Wealth Management Group

BUY
 -
10K
+ 5.6%
$243K - $253K
190K $4.74M
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
9.95K
New
$240K - $251K
9.95K $249K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
9.11K
New
$220K - $229K
9.11K $228K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
8.61K
+ 12.1%
$208K - $217K
79.8K $2M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
8.04K
+ 4.41%
$194K - $203K
191K $4.77M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
6.91K
+ 25.07%
$167K - $174K
34.5K $863K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
6.64K
+ 13.2%
$160K - $167K
57K $1.43M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
4.8K
+ 35.02%
$116K - $121K
18.5K $463K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
4.52K
+ 12.53%
$109K - $114K
40.6K $1.01M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
4.43K
+ 5.95%
$107K - $112K
78.9K $1.97M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
4.42K
+ 3.15%
$107K - $111K
145K $3.62M
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
2.65K
+ 26.08%
$64K - $66.8K
12.8K $320K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
2.5K
+ 625.0%
$60.4K - $63K
2.9K $72.6K
May 03, 2023 Q1 2023
Hallmark Capital Management Inc

BUY
 -
2.46K
+ 11.58%
$59.5K - $62K
23.7K $593K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.38K
+ 3.97%
$57.6K - $60.1K
62.4K $1.56M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
2.31K
New
$55.7K - $58.1K
2.31K $57.7K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
2.28K
+ 9.93%
$55K - $57.3K
25.2K $630K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.26K
+ 3.71%
$54.5K - $56.8K
63K $1.58M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.94K
+ 10.71%
$46.9K - $48.9K
20.1K $502K
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.61K
+ 11.76%
$39K - $40.6K
15.3K $383K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
1.59K
+ 51.58%
$38.3K - $40K
4.66K $117K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.56K
+ 3900.0%
$37.7K - $39.3K
1.6K $40K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.48K
+ 6.1%
$35.7K - $37.3K
25.7K $644K
May 04, 2023 Q1 2023
Little House Capital LLC

Braintree, MA
BUY
 -
1.33K
+ 3.26%
$32.2K - $33.5K
42.2K $1.06M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
1.31K
New
$31.6K - $33K
1.31K $32.8K
May 04, 2023 Q1 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
1.24K
New
$29.9K - $31.2K
1.24K $30.9K
May 12, 2023 Q1 2023
Masso Torrence Wealth Management Inc.

BUY
 -
1.14K
+ 6.41%
$27.5K - $28.7K
18.9K $473K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.11K
+ 61.69%
$26.8K - $28K
2.91K $72.9K
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.07K
+ 7.63%
$25.9K - $27K
15.1K $379K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
892
New
$21.6K - $22.5K
892 $22.3K
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
801
+ 4.45%
$19.4K - $20.2K
18.8K $471K
Apr 17, 2023 Q1 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
718
+ 1.79%
$17.3K - $18.1K
40.8K $1.02M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
625
+ 5.04%
$15.1K - $15.8K
13K $326K
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
BUY
 -
469
+ 1.18%
$11.3K - $11.8K
40.4K $1.01M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
454
New
$11K - $11.4K
454 $11.4K
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
400
+ 2.0%
$9.66K - $10.1K
20.4K $510K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
350
+ 2.21%
$8.46K - $8.82K
16.2K $404K
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
337
+ 2.38%
$8.14K - $8.49K
14.5K $363K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
282
+ 0.45%
$6.81K - $7.11K
63K $1.58M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
249
+ 0.46%
$6.02K - $6.27K
54K $1.35M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
163
+ 0.74%
$3.94K - $4.11K
22.2K $554K
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
104
New
$2.51K - $2.62K
104 $2.6K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
100
+ 9.31%
$2.42K - $2.52K
1.17K $29.4K
May 10, 2023 Q1 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
92
+ 0.65%
$2.22K - $2.32K
14.3K $357K

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