Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
917K+ 77.18% |
$19.7M - $21.2M
|
2.1M
$48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
910K+ 90.35% |
$19.5M - $21M
|
1.92M
$43.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
907K+ 921.75% |
$19.4M - $20.9M
|
1M
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
646KNew |
$13.8M - $14.9M
|
646K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
458K+ 62.16% |
$9.82M - $10.6M
|
1.19M
$27.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
348K+ 922.7% |
$7.47M - $8.05M
|
386K
$8.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
319KNew |
$6.83M - $7.37M
|
319K
$7.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
310K+ 90.69% |
$6.64M - $7.16M
|
652K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
296K+ 63.0% |
$6.35M - $6.85M
|
767K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
251K+ 50.66% |
$5.37M - $5.79M
|
746K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
216K+ 127.61% |
$4.64M - $5M
|
386K
$8.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
155K+ 10.33% |
$3.32M - $3.57M
|
1.65M
$37.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
145K+ 20.3% |
$3.11M - $3.35M
|
859K
$19.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
136K+ 15.19% |
$2.92M - $3.15M
|
1.03M
$23.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
131K+ 4.58% |
$2.82M - $3.04M
|
3M
$68.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
131K+ 10916.17% |
$2.81M - $3.03M
|
132K
$3.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
97.9KNew |
$2.1M - $2.26M
|
97.9K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.1K+ 278.04% |
$2.04M - $2.2M
|
129K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
94.9KNew |
$2.03M - $2.19M
|
94.9K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.8KNew |
$2.03M - $2.19M
|
94.8K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.9K+ 22.04% |
$2.01M - $2.17M
|
520K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
92.3KNew |
$1.98M - $2.13M
|
92.3K
$2.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
85.4K+ 3237.64% |
$1.83M - $1.97M
|
88K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
84K+ 405.8% |
$1.8M - $1.94M
|
105K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.8K+ 11.58% |
$1.71M - $1.84M
|
769K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
78.5KNew |
$1.68M - $1.81M
|
78.5K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
76.8K+ 237.93% |
$1.65M - $1.77M
|
109K
$2.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
75.6K+ 232.03% |
$1.62M - $1.75M
|
108K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
68.9KNew |
$1.48M - $1.59M
|
68.9K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.4K+ 8.4% |
$1.47M - $1.58M
|
883K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
67.6K+ 923.0% |
$1.45M - $1.56M
|
75K
$1.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.6K+ 101.51% |
$1.43M - $1.54M
|
132K
$3.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
66.1K+ 1397.42% |
$1.42M - $1.53M
|
70.8K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
57.2KNew |
$1.23M - $1.32M
|
57.2K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.2KNew |
$1.06M - $1.14M
|
49.2K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48.7KNew |
$1.04M - $1.13M
|
48.7K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
48.2K+ 7.39% |
$1.03M - $1.11M
|
700K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
47.5K+ 4.2% |
$1.02M - $1.1M
|
1.18M
$26.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
47K+ 53.27% |
$1.01M - $1.09M
|
135K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
45.3K+ 8.85% |
$970K - $1.05M
|
557K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
44.7K+ 23.42% |
$959K - $1.03M
|
236K
$5.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
41.9KNew |
$898K - $967K
|
41.9K
$955K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
38.7K+ 5.01% |
$830K - $895K
|
812K
$18.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
33K+ 35.41% |
$708K - $764K
|
126K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.1KNew |
$688K - $741K
|
32.1K
$732K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31.8KNew |
$682K - $735K
|
31.8K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
30.3K+ 262.0% |
$650K - $700K
|
41.9K
$955K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.7K+ 1855.97% |
$637K - $687K
|
31.3K
$715K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
29.3KNew |
$627K - $676K
|
29.3K
$668K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28.8K+ 11.58% |
$618K - $666K
|
278K
$6.34M
|