Purchases and Sales Made in Q4 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 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
Jan 10, 2024 Q4 2023
Kesler, Norman & Wride, LLC

BUY
 -
57K
+ 142.25%
$1.35M - $1.43M
97K $2.44M
Jan 30, 2024 Q4 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
54.1K
New
$1.28M - $1.36M
54.1K $1.36M
Feb 12, 2024 Q4 2023
Fortis Capital Management LLC

BUY
 -
47.1K
+ 227.67%
$1.11M - $1.18M
67.7K $1.7M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
46.6K
+ 4.92%
$1.1M - $1.17M
994K $25M
Jan 25, 2024 Q4 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
43.9K
New
$1.04M - $1.1M
43.9K $1.1M
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
41.1K
+ 25.01%
$972K - $1.03M
206K $5.17M
Feb 13, 2024 Q4 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
37.9K
+ 260.14%
$894K - $950K
52.4K $1.32M
Feb 12, 2024 Q4 2023
Arrow Financial Corp

BUY
 -
37.4K
+ 8.05%
$883K - $938K
502K $12.6M
Feb 06, 2024 Q4 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
37.3K
New
$881K - $936K
37.3K $938K
Jan 29, 2024 Q4 2023
Klingman & Associates, LLC

BUY
 -
35.5K
+ 3.42%
$838K - $890K
1.07M $27M
Feb 09, 2024 Q4 2023
Coldstream Capital Management Inc

BUY
 -
34.4K
+ 129.42%
$814K - $864K
61K $1.54M
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
33.3K
+ 9.86%
$787K - $836K
371K $9.34M
Feb 07, 2024 Q4 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
32.7K
+ 4.62%
$772K - $821K
741K $18.6M
Feb 05, 2024 Q4 2023
Stonebrook Private Inc.

Northville, MI
BUY
 -
32.5K
New
$769K - $817K
32.5K $818K
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
32.3K
+ 276.25%
$762K - $810K
43.9K $1.1M
Jan 23, 2024 Q4 2023
Howland Capital Management LLC

BUY
 -
31K
+ 37.73%
$732K - $778K
113K $2.84M
Feb 02, 2024 Q4 2023
Lyell Wealth Management, LP

BUY
 -
30.9K
+ 24.08%
$730K - $775K
159K $4M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
30.2K
New
$714K - $758K
30.2K $760K
Feb 12, 2024 Q4 2023
Glenview Trust CO

Louisville, KY
BUY
 -
29.5K
+ 165.93%
$696K - $740K
47.2K $1.19M
Feb 07, 2024 Q4 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
28.3K
New
$668K - $710K
28.3K $711K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
27.3K
+ 28.46%
$645K - $685K
123K $3.1M
Jan 30, 2024 Q4 2023
Guidance Point Advisors, LLC

BUY
 -
27.2K
+ 22.69%
$644K - $684K
147K $3.7M
Mar 14, 2024 Q4 2023
Leo Wealth, LLC

Hurst, TX
BUY
 -
27.2K
New
$642K - $682K
27.2K $684K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
26.9K
+ 1678.14%
$635K - $674K
28.5K $716K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
26.3K
+ 101.16%
$621K - $659K
52.2K $1.31M
Jan 22, 2024 Q4 2023
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
25.7K
New
$608K - $645K
25.7K $647K
Jan 22, 2024 Q4 2023
Princeton Global Asset Management LLC

BUY
 -
25.7K
New
$607K - $644K
25.7K $646K
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
22.7K
+ 5.45%
$536K - $569K
438K $11M
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
22.6K
+ 26.44%
$535K - $568K
108K $2.72M
Jan 19, 2024 Q4 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
22.5K
New
$532K - $565K
22.5K $566K
Feb 23, 2024 Q4 2023
Beacon Financial Group

BUY
 -
21.6K
New
$511K - $543K
21.6K $544K
Feb 02, 2024 Q4 2023
First Fiduciary Investment Counsel, Inc.

BUY
 -
20.9K
New
$494K - $525K
20.9K $526K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
20.4K
+ 73.45%
$483K - $513K
48.3K $1.21M
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

BUY
 -
20.1K
New
$474K - $504K
20.1K $505K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
20K
New
$474K - $503K
20K $504K
Jan 26, 2024 Q4 2023
Dearborn Partners LLC

BUY
 -
19.4K
New
$459K - $488K
19.4K $489K
Feb 05, 2024 Q4 2023
Prosperity Planning, Inc.

BUY
 -
18.7K
New
$442K - $470K
18.7K $471K
Feb 15, 2024 Q4 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
17.2K
+ 7.61%
$407K - $432K
244K $6.13M
Jan 11, 2024 Q4 2023
Chesley Taft & Associates LLC

BUY
 -
17.1K
+ 194.32%
$404K - $429K
25.9K $651K
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
16.1K
+ 15.57%
$381K - $405K
120K $3.01M
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
16.1K
+ 15.57%
$381K - $405K
120K $3.01M
Feb 08, 2024 Q4 2023
Reliant Wealth Planning

BUY
 -
15.9K
New
$376K - $400K
15.9K $400K
Feb 14, 2024 Q4 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
15.9K
New
$376K - $399K
15.9K $400K
Jan 19, 2024 Q4 2023
Ironwood Financial, LLC

BUY
 -
15.6K
+ 81.78%
$368K - $391K
34.6K $871K
Feb 01, 2024 Q4 2023
Masso Torrence Wealth Management Inc.

BUY
 -
15.4K
+ 69.74%
$364K - $387K
37.5K $944K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
15.2K
+ 11.29%
$360K - $382K
150K $3.77M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
14.9K
+ 87.06%
$352K - $374K
32K $805K
Feb 13, 2024 Q4 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
14.6K
New
$344K - $366K
14.6K $366K
Jan 30, 2024 Q4 2023
Safeguard Financial, LLC

BUY
 -
12.2K
New
$288K - $305K
12.2K $306K

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