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
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.69% |
$4.89K - $5.02K
|
11.7K
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-220- 0.12% |
$5.37K - $5.52K
|
181K
$4.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-366- 0.9% |
$8.94K - $9.19K
|
40.4K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-399- 4.38% |
$9.75K - $10K
|
8.71K
$219K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-400- 4.02% |
$9.77K - $10K
|
9.55K
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-465- 4.24% |
$11.4K - $11.7K
|
10.5K
$264K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-601- 1.39% |
$14.7K - $15.1K
|
42.6K
$1.07M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-613- 3.26% |
$15K - $15.4K
|
18.2K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-636- 2.72% |
$15.5K - $16K
|
22.8K
$572K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-773- 0.76% |
$18.9K - $19.4K
|
101K
$2.55M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-807- 7.35% |
$19.7K - $20.3K
|
10.2K
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-889- 1.66% |
$21.7K - $22.3K
|
52.6K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 2.3% |
$30.4K - $31.2K
|
52.8K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.26K- 40.11% |
$30.8K - $31.7K
|
1.88K
$47.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.54K- 4.08% |
$37.6K - $38.6K
|
36.2K
$911K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.13K- 3.49% |
$52.1K - $53.5K
|
59K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 3.58% |
$55.1K - $56.6K
|
60.8K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.4K- 42.99% |
$58.6K - $60.2K
|
3.18K
$80K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.1K- 1.35% |
$75.8K - $77.9K
|
227K
$5.71M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.32K- 14.99% |
$81.2K - $83.4K
|
18.8K
$474K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.39K- 23.46% |
$82.9K - $85.2K
|
11.1K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4K- 13.77% |
$97.7K - $100K
|
25.1K
$630K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-4.61K- 31.78% |
$113K - $116K
|
9.89K
$249K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.17K- 4.24% |
$126K - $130K
|
117K
$2.94M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16.2K- 13.54% |
$396K - $407K
|
103K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-34.3K- 4.0% |
$839K - $862K
|
824K
$20.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-39.2K- 38.55% |
$958K - $985K
|
62.5K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-48.1K- 30.46% |
$1.18M - $1.21M
|
110K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-385K- 87.59% |
$9.4M - $9.66M
|
54.5K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-480K- 11.64% |
$11.7M - $12.1M
|
3.64M
$91.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.22M- 78.31% |
$29.9M - $30.7M
|
338K
$8.51M
|