Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
285KNew |
$6.83M - $7.26M
|
285K
$7.08M
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
191KNew |
$4.58M - $4.87M
|
191K
$4.74M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
155KNew |
$3.71M - $3.94M
|
155K
$3.84M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
120K+ 299030.0% |
$2.87M - $3.05M
|
120K
$2.97M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
114KNew |
$2.73M - $2.9M
|
114K
$2.83M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
97.7KNew |
$2.34M - $2.49M
|
97.7K
$2.42M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.9K+ 273.19% |
$2.18M - $2.32M
|
124K
$3.08M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.4K+ 23.09% |
$1.42M - $1.51M
|
317K
$7.86M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.5K+ 14100.3% |
$1.14M - $1.21M
|
47.9K
$1.19M
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
37.4KNew |
$897K - $954K
|
37.4K
$929K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
34.5K+ 81.42% |
$826K - $878K
|
76.8K
$1.91M
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
22.8K+ 16.61% |
$546K - $580K
|
160K
$3.97M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$318K - $338K
|
13.3K
$329K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
12.9K+ 205.58% |
$309K - $328K
|
19.2K
$476K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.5KNew |
$274K - $292K
|
11.5K
$284K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$249K - $265K
|
10.4K
$258K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.32KNew |
$199K - $212K
|
8.32K
$207K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.81K+ 249.41% |
$163K - $174K
|
9.55K
$237K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.18K+ 217.76% |
$76.1K - $80.9K
|
4.63K
$115K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.64K+ 6.53% |
$39.3K - $41.8K
|
26.8K
$664K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.59K+ 1.06% |
$38.1K - $40.5K
|
151K
$3.76M
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.34K+ 5.94% |
$32.1K - $34.2K
|
23.9K
$594K
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.06K+ 2.32% |
$25.5K - $27.1K
|
46.9K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
748+ 1.46% |
$17.9K - $19.1K
|
52K
$1.29M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
714+ 2.6% |
$17.1K - $18.2K
|
28.1K
$698K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
510+ 5.4% |
$12.2K - $13K
|
9.95K
$247K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$10.8K - $11.4K
|
449
$11.1K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
252+ 26.55% |
$6.04K - $6.42K
|
1.2K
$29.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 0.64% |
$26.7K - $28.4K
|
172K
$4.28M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.77K- 97.41% |
$42.3K - $45K
|
47
$1.17K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24K- 52.09% |
$576K - $612K
|
22.1K
$548K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.8K- 28.34% |
$953K - $1.01M
|
101K
$2.5M
|