Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.85M+ 189.27% |
$91M - $96.7M
|
5.89M
$148M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
828KNew |
$19.6M - $20.8M
|
828K
$20.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
653K+ 123.94% |
$15.4M - $16.4M
|
1.18M
$29.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
612K+ 2682.94% |
$14.5M - $15.4M
|
635K
$16M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
422KNew |
$9.98M - $10.6M
|
422K
$10.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
406K+ 152.7% |
$9.59M - $10.2M
|
672K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
391K+ 219.55% |
$9.25M - $9.83M
|
570K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
371K+ 68.07% |
$8.76M - $9.3M
|
915K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
303K+ 16.44% |
$7.17M - $7.61M
|
2.15M
$54.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
211K+ 20.37% |
$5M - $5.31M
|
1.25M
$31.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
204K+ 17.54% |
$4.82M - $5.13M
|
1.37M
$34.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
189K+ 205.62% |
$4.47M - $4.74M
|
281K
$7.07M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
183K+ 27.23% |
$4.32M - $4.59M
|
854K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
177K+ 18.6% |
$4.18M - $4.44M
|
1.13M
$28.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
173K+ 35.45% |
$4.09M - $4.34M
|
661K
$16.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
172K+ 1004.85% |
$4.08M - $4.33M
|
190K
$4.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
152K+ 8.28% |
$3.59M - $3.82M
|
1.99M
$50M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 25.89% |
$3.58M - $3.8M
|
737K
$18.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
142K+ 611.66% |
$3.36M - $3.56M
|
165K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140K+ 176.49% |
$3.3M - $3.5M
|
219K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 11.96% |
$3.28M - $3.48M
|
1.3M
$32.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134K+ 254.97% |
$3.17M - $3.37M
|
187K
$4.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
131KNew |
$3.09M - $3.29M
|
131K
$3.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
126K+ 219.27% |
$2.97M - $3.15M
|
183K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113K+ 414.72% |
$2.67M - $2.84M
|
140K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
110K+ 54.24% |
$2.6M - $2.76M
|
313K
$7.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
109K+ 5812.0% |
$2.59M - $2.75M
|
111K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
105K+ 1224.36% |
$2.49M - $2.65M
|
114K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
102KNew |
$2.41M - $2.56M
|
102K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.7K+ 30.56% |
$2.33M - $2.48M
|
422K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
97.8KNew |
$2.31M - $2.45M
|
97.8K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
97.7K+ 188.8% |
$2.31M - $2.45M
|
149K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
95.1K+ 1716.15% |
$2.25M - $2.39M
|
101K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.8K+ 388.36% |
$2.24M - $2.38M
|
119K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.4K+ 58.67% |
$2.23M - $2.37M
|
255K
$6.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
91.5KNew |
$2.16M - $2.3M
|
91.5K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
90K+ 4.54% |
$2.13M - $2.26M
|
2.07M
$52.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.3KNew |
$2.06M - $2.19M
|
87.3K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
85.9KNew |
$2.03M - $2.16M
|
85.9K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
83.3KNew |
$1.97M - $2.09M
|
83.3K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
78K+ 8.6% |
$1.84M - $1.96M
|
986K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
78K+ 223.28% |
$1.84M - $1.96M
|
113K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
72.8K+ 8.0% |
$1.72M - $1.83M
|
982K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
68.3KNew |
$1.61M - $1.71M
|
68.3K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
66.9K+ 263.79% |
$1.58M - $1.68M
|
92.3K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
65.2K+ 46.45% |
$1.54M - $1.64M
|
206K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
61.9K+ 340.23% |
$1.46M - $1.55M
|
80K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
60.7KNew |
$1.43M - $1.52M
|
60.7K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
60.6KNew |
$1.43M - $1.52M
|
60.6K
$1.52M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
57.3KNew |
$1.35M - $1.44M
|
57.3K
$1.44M
|