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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.19K+ 4.47% |
$51.6K - $54.8K
|
51.1K
$1.28M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.13K+ 4.92% |
$50.2K - $53.4K
|
45.4K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.11K+ 13.67% |
$50K - $53.1K
|
17.6K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.04KNew |
$48.1K - $51.1K
|
2.04K
$51.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.03K+ 27.1% |
$47.9K - $50.9K
|
9.5K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 16.29% |
$47.4K - $50.3K
|
14.3K
$360K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92KNew |
$45.4K - $48.2K
|
1.92K
$48.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.9KNew |
$44.9K - $47.7K
|
1.9K
$47.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 0.86% |
$35.2K - $37.4K
|
174K
$4.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.13K+ 1.3% |
$26.8K - $28.4K
|
88.2K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 87.48% |
$24.3K - $25.8K
|
2.2K
$55.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.02K+ 4.88% |
$24.1K - $25.6K
|
21.9K
$551K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1K+ 8.14% |
$23.7K - $25.2K
|
13.3K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$23.6K - $25.1K
|
1K
$25.2K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
810+ 6.38% |
$19.1K - $20.3K
|
13.5K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
781+ 1.59% |
$18.5K - $19.6K
|
49.9K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
720New |
$17K - $18.1K
|
720
$18.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
681+ 3.38% |
$16.1K - $17.1K
|
20.8K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
500+ 10.13% |
$11.8K - $12.6K
|
5.44K
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
484+ 0.95% |
$11.4K - $12.1K
|
51.7K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
440+ 9.11% |
$10.4K - $11K
|
5.27K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
438+ 95.22% |
$10.3K - $11K
|
898
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
364+ 0.63% |
$8.6K - $9.14K
|
58.3K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
219+ 2.18% |
$5.17K - $5.5K
|
10.3K
$258K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
188+ 0.77% |
$4.44K - $4.72K
|
24.5K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
185+ 0.72% |
$4.37K - $4.64K
|
25.9K
$650K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
128+ 1.16% |
$3.02K - $3.21K
|
11.2K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 0.36% |
$1.23K - $1.31K
|
14.6K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45New |
$1.06K - $1.13K
|
45
$1.13K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 1.47% |
$543 - $577
|
1.59K
$39.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.42% |
$331 - $351
|
3.34K
$84K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-235- 1.3% |
$5.55K - $5.9K
|
17.9K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-315- 1.72% |
$7.44K - $7.91K
|
18K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-595- 5.67% |
$14.1K - $14.9K
|
9.9K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-641- 0.96% |
$15.1K - $16.1K
|
65.8K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-670- 0.31% |
$15.8K - $16.8K
|
212K
$5.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-890- 97.8% |
$21K - $22.3K
|
20
$503
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-932- 10.14% |
$22K - $23.4K
|
8.26K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.27K- 0.21% |
$30K - $31.9K
|
613K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.51K- 14.96% |
$35.6K - $37.9K
|
8.57K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.97K- 1.46% |
$46.6K - $49.5K
|
133K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.1K- 8.39% |
$49.6K - $52.6K
|
22.9K
$576K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.76K- 4.04% |
$112K - $119K
|
113K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6.14K- 2.31% |
$145K - $154K
|
259K
$6.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.16K- 4.36% |
$146K - $155K
|
135K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.63K- 47.61% |
$204K - $217K
|
9.49K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.4K- 3.12% |
$316K - $336K
|
416K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14.8K- 21.24% |
$350K - $371K
|
54.9K
$1.38M
|