Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.38MNew |
$33.7M - $35.1M
|
1.38M
$34.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
350K+ 110.6% |
$8.53M - $8.87M
|
667K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
249K+ 207.8% |
$6.05M - $6.3M
|
368K
$9.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
200KNew |
$4.87M - $5.07M
|
200K
$4.95M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
151KNew |
$3.68M - $3.82M
|
151K
$3.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
150KNew |
$3.66M - $3.81M
|
150K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
147K+ 146.22% |
$3.58M - $3.72M
|
247K
$6.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
105K+ 55.24% |
$2.57M - $2.67M
|
296K
$7.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.7K+ 47.23% |
$1.43M - $1.49M
|
183K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.1K+ 11.98% |
$831K - $865K
|
319K
$7.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3KNew |
$788K - $819K
|
32.3K
$801K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
29.3K+ 18.33% |
$713K - $742K
|
189K
$4.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
28.9K+ 150.86% |
$704K - $732K
|
48.1K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.6K+ 11.95% |
$332K - $345K
|
128K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$244K - $253K
|
10K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73KNew |
$237K - $246K
|
9.73K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.62K+ 34.19% |
$234K - $244K
|
37.7K
$934K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.32K+ 4.24% |
$178K - $185K
|
180K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.9K+ 10.24% |
$119K - $124K
|
52.8K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.61K+ 20.87% |
$112K - $117K
|
26.7K
$661K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.06K+ 30.79% |
$74.6K - $77.6K
|
13K
$322K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.03K+ 8.1% |
$73.9K - $76.8K
|
40.5K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.91K+ 28.03% |
$70.9K - $73.7K
|
13.3K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.66K+ 5.12% |
$64.8K - $67.4K
|
54.6K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.59K+ 19.54% |
$63K - $65.6K
|
15.8K
$392K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.9K+ 7.95% |
$46.3K - $48.1K
|
25.8K
$639K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.76K+ 1.14% |
$42.9K - $44.6K
|
156K
$3.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.75K+ 37.77% |
$42.6K - $44.3K
|
6.38K
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.72KNew |
$41.9K - $43.6K
|
1.72K
$42.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26KNew |
$30.8K - $32K
|
1.26K
$31.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.06K+ 9.28% |
$25.9K - $26.9K
|
12.5K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.01K+ 98.05% |
$24.5K - $25.5K
|
2.03K
$50.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
734+ 1.57% |
$17.9K - $18.6K
|
47.6K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
591+ 6.19% |
$14.4K - $15K
|
10.1K
$251K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
399+ 1.49% |
$9.72K - $10.1K
|
27.1K
$672K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
338New |
$8.23K - $8.56K
|
338
$8.37K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
151+ 0.2% |
$3.68K - $3.82K
|
76.9K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-426- 35.47% |
$10.4K - $10.8K
|
775
$19.2K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6.75K- 4.46% |
$164K - $171K
|
145K
$3.58M
|