Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
813KNew |
$19.1M - $20.1M
|
813K
$20.1M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
208KNew |
$4.87M - $5.15M
|
208K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
197K+ 107.61% |
$4.61M - $4.87M
|
380K
$9.37M
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
164K+ 55.42% |
$3.85M - $4.07M
|
461K
$11.4M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
83.7K+ 2269.78% |
$1.96M - $2.07M
|
87.4K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
79.1K+ 24.78% |
$1.85M - $1.96M
|
398K
$9.83M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.6K+ 132.87% |
$1.7M - $1.8M
|
127K
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.9KNew |
$1.62M - $1.71M
|
68.9K
$1.7M
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
68.2K+ 36.1% |
$1.6M - $1.69M
|
257K
$6.35M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.9KNew |
$1.47M - $1.56M
|
62.9K
$1.55M
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
59.4K+ 29.7% |
$1.39M - $1.47M
|
259K
$6.4M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
45.9K+ 95.57% |
$1.08M - $1.14M
|
94K
$2.32M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
35.4K+ 9.6% |
$829K - $876K
|
404K
$9.97M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$711K - $751K
|
30.3K
$749K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16KNew |
$374K - $396K
|
16K
$394K
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14.8K+ 9.82% |
$346K - $366K
|
165K
$4.08M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 0.99% |
$321K - $339K
|
1.4M
$34.5M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.6KNew |
$295K - $312K
|
12.6K
$311K
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.4KNew |
$244K - $258K
|
10.4K
$257K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.47KNew |
$222K - $235K
|
9.47K
$234K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.69KNew |
$204K - $215K
|
8.69K
$214K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65KNew |
$203K - $214K
|
8.65K
$213K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.2K+ 5.65% |
$169K - $178K
|
135K
$3.33M
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.54K+ 16.16% |
$153K - $162K
|
47K
$1.16M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.12K+ 3.27% |
$120K - $127K
|
162K
$3.99M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.05K+ 2.81% |
$118K - $125K
|
185K
$4.56M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.48K+ 13.86% |
$105K - $111K
|
36.8K
$909K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.42K+ 33.22% |
$103K - $109K
|
17.7K
$437K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.63KNew |
$85.1K - $89.9K
|
3.63K
$89.6K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 20.67% |
$63.1K - $66.6K
|
15.7K
$388K
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.42K+ 1.68% |
$56.7K - $60K
|
147K
$3.63M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.29K+ 22.6% |
$53.7K - $56.7K
|
12.4K
$307K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.21K+ 5.85% |
$51.8K - $54.7K
|
39.9K
$986K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.03KNew |
$47.6K - $50.3K
|
2.03K
$50.2K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85K+ 3.5% |
$43.2K - $45.7K
|
54.6K
$1.35M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.36K+ 402.96% |
$31.9K - $33.7K
|
1.7K
$42K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.25K+ 12.45% |
$29.2K - $30.8K
|
11.2K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
830+ 65.66% |
$19.5K - $20.6K
|
2.09K
$51.7K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
623New |
$14.6K - $15.4K
|
623
$15.4K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
495+ 0.64% |
$11.6K - $12.3K
|
77.4K
$1.91M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
420New |
$9.84K - $10.4K
|
420
$10.4K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31- 4.0% |
$727 - $768
|
744
$18.4K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-195- 0.76% |
$4.57K - $4.83K
|
25.6K
$632K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-224- 0.83% |
$5.25K - $5.55K
|
26.9K
$665K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-264- 15.35% |
$6.19K - $6.54K
|
1.46K
$35.9K
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.06K- 8.5% |
$24.9K - $26.3K
|
11.5K
$283K
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11K- 7.28% |
$258K - $272K
|
140K
$3.46M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-118K- 47.57% |
$2.76M - $2.92M
|
130K
$3.2M
|