Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
9.15KNew |
$224K - $230K
|
9.15K
$230K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.45K+ 14.83% |
$206K - $212K
|
65.4K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.39K+ 39.81% |
$205K - $211K
|
29.5K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.43K+ 37.06% |
$182K - $187K
|
27.5K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.07K+ 38.19% |
$173K - $177K
|
25.6K
$643K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.91K+ 29.14% |
$169K - $173K
|
30.6K
$770K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.75K+ 10.88% |
$140K - $144K
|
58.6K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.54KNew |
$135K - $139K
|
5.54K
$139K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.37K+ 3.69% |
$131K - $135K
|
151K
$3.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4K+ 137.33% |
$97.7K - $100K
|
6.91K
$174K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.98K+ 2.1% |
$97.3K - $99.9K
|
194K
$4.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.87K+ 1.5% |
$94.6K - $97.2K
|
263K
$6.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.35K+ 23.98% |
$81.8K - $84.1K
|
17.3K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.28K+ 5.26% |
$80.2K - $82.4K
|
65.7K
$1.65M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.96K+ 19.54% |
$72.2K - $74.2K
|
18.1K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.52K+ 13.3% |
$61.4K - $63.1K
|
21.4K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 9.54% |
$56.5K - $58.1K
|
26.5K
$668K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.24KNew |
$54.7K - $56.2K
|
2.24K
$56.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 17.15% |
$50K - $51.4K
|
14K
$352K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.02K+ 22.22% |
$49.4K - $50.7K
|
11.1K
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2K+ 12.3% |
$48.9K - $50.2K
|
18.3K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2K+ 42.91% |
$48.9K - $50.2K
|
6.66K
$168K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.96K+ 4.63% |
$47.8K - $49.1K
|
44.1K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.73K+ 3.66% |
$42.2K - $43.3K
|
48.9K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.7K+ 1.67% |
$41.4K - $42.5K
|
103K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.61KNew |
$39.4K - $40.5K
|
1.61K
$40.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.28K+ 9.94% |
$31.2K - $32.1K
|
14.1K
$355K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.25K+ 0.54% |
$30.5K - $31.3K
|
232K
$5.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.22K+ 1.52% |
$29.9K - $30.7K
|
81.7K
$2.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.08K+ 2.59% |
$26.5K - $27.2K
|
43K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.01K+ 43.76% |
$24.6K - $25.3K
|
3.32K
$83.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
905+ 0.67% |
$22.1K - $22.7K
|
136K
$3.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
859+ 1.09% |
$21K - $21.6K
|
79.8K
$2.01M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
854+ 5.57% |
$20.9K - $21.4K
|
16.2K
$407K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
811+ 0.57% |
$19.8K - $20.4K
|
144K
$3.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
650New |
$15.9K - $16.3K
|
650
$16.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
639+ 3.95% |
$15.6K - $16K
|
16.8K
$423K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$14.7K - $15.1K
|
600
$15.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$14.7K - $15.1K
|
600
$15.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
503+ 1.45% |
$12.3K - $12.6K
|
35.3K
$887K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
464New |
$11.3K - $11.6K
|
464
$11.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
381+ 1.48% |
$9.31K - $9.56K
|
26.1K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
275New |
$6.72K - $6.9K
|
275
$6.92K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
185New |
$4.52K - $4.64K
|
185
$4.65K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
144+ 0.95% |
$3.52K - $3.61K
|
15.2K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
123+ 0.96% |
$3K - $3.09K
|
12.9K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.98% |
$366 - $377
|
1.55K
$38.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-33- 0.37% |
$806 - $828
|
8.94K
$225K
|