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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1KNew |
$287K - $305K
|
12.1K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1KNew |
$285K - $303K
|
12.1K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
12.1K+ 37.08% |
$285K - $303K
|
44.6K
$1.12M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.5KNew |
$272K - $289K
|
11.5K
$289K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$268K - $284K
|
11.3K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.3KNew |
$267K - $284K
|
11.3K
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.1K+ 124.6% |
$263K - $279K
|
20.1K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.8KNew |
$256K - $272K
|
10.8K
$272K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.7K+ 7.83% |
$253K - $268K
|
147K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.6KNew |
$249K - $265K
|
10.6K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.5K+ 97.27% |
$248K - $264K
|
21.3K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5KNew |
$248K - $264K
|
10.5K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4K+ 79.68% |
$246K - $261K
|
23.4K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.3KNew |
$244K - $259K
|
10.3K
$260K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
10.3KNew |
$243K - $259K
|
10.3K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.3KNew |
$243K - $258K
|
10.3K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$240K - $255K
|
10.2K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
9.98KNew |
$236K - $250K
|
9.98K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.6KNew |
$227K - $241K
|
9.6K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.58K+ 47.05% |
$226K - $241K
|
30K
$753K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.51K+ 17.52% |
$225K - $239K
|
63.8K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
9.5KNew |
$224K - $238K
|
9.5K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.35K+ 3.68% |
$221K - $235K
|
264K
$6.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.03K+ 4.66% |
$213K - $227K
|
203K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.02K+ 1.51% |
$213K - $227K
|
606K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.97KNew |
$212K - $225K
|
8.97K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
8.85K+ 3.5% |
$209K - $222K
|
262K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.74KNew |
$207K - $219K
|
8.74K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.65K+ 13.54% |
$204K - $217K
|
72.5K
$1.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.61KNew |
$203K - $216K
|
8.61K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.39K+ 32.42% |
$198K - $211K
|
34.3K
$862K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8.23KNew |
$194K - $207K
|
8.23K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.2KNew |
$194K - $206K
|
8.2K
$206K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
8.06KNew |
$191K - $202K
|
8.06K
$203K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.38K+ 20.93% |
$174K - $185K
|
42.6K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.79K+ 52.14% |
$161K - $171K
|
19.8K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.61K+ 7.38% |
$156K - $166K
|
96.2K
$2.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.43K+ 3.73% |
$128K - $136K
|
151K
$3.8M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.38K+ 24.93% |
$127K - $135K
|
27K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.96KNew |
$117K - $124K
|
4.96K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.95K+ 12.12% |
$93.4K - $99.2K
|
36.6K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.4K+ 20.0% |
$80.4K - $85.4K
|
20.4K
$513K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.35K+ 30.25% |
$79.2K - $84.1K
|
14.4K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.14K+ 14.71% |
$74.2K - $78.9K
|
24.5K
$616K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.1K+ 33.02% |
$73.2K - $77.8K
|
12.5K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$67.2K - $71.3K
|
2.84K
$71.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.7KNew |
$63.8K - $67.8K
|
2.7K
$67.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.69K+ 1.88% |
$63.6K - $67.5K
|
146K
$3.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
2.43K+ 35.29% |
$57.4K - $61K
|
9.32K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.23K+ 87.77% |
$52.7K - $56K
|
4.77K
$120K
|