Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.26MNew |
$28.6M - $31.9M
|
1.26M
$31.3M
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.16MNew |
$26.3M - $29.4M
|
1.16M
$28.8M
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
899KNew |
$20.4M - $22.8M
|
899K
$22.3M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
468KNew |
$10.6M - $11.9M
|
468K
$11.6M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
431K+ 64.64% |
$9.8M - $10.9M
|
1.1M
$27.3M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
301K+ 162.68% |
$6.83M - $7.62M
|
485K
$12.1M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
237K+ 343.39% |
$5.38M - $6M
|
306K
$7.59M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
208K+ 54.69% |
$4.72M - $5.26M
|
587K
$14.6M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
202K+ 24.88% |
$4.6M - $5.13M
|
1.02M
$25.2M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
147K+ 70.83% |
$3.35M - $3.73M
|
355K
$8.82M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137K+ 1214.47% |
$3.1M - $3.46M
|
148K
$3.67M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 324.2% |
$2.71M - $3.03M
|
156K
$3.88M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
116K+ 931.9% |
$2.63M - $2.93M
|
128K
$3.18M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 691.35% |
$2.51M - $2.8M
|
126K
$3.14M
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
89.6KNew |
$2.04M - $2.27M
|
89.6K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.2K+ 157.93% |
$1.96M - $2.19M
|
141K
$3.5M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69.6KNew |
$1.58M - $1.76M
|
69.6K
$1.73M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
68.8K+ 14.93% |
$1.56M - $1.74M
|
530K
$13.1M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
60.6K+ 2983.96% |
$1.38M - $1.54M
|
62.7K
$1.56M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
60.1KNew |
$1.37M - $1.52M
|
60.1K
$1.49M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
55.9KNew |
$1.27M - $1.42M
|
55.9K
$1.39M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52.9KNew |
$1.2M - $1.34M
|
52.9K
$1.31M
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
43.1K+ 26.05% |
$979K - $1.09M
|
208K
$5.17M
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
42.5K+ 106.41% |
$966K - $1.08M
|
82.5K
$2.05M
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
39.1K+ 15.18% |
$888K - $990K
|
296K
$7.36M
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38.1KNew |
$867K - $967K
|
38.1K
$947K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.5K+ 410.11% |
$806K - $898K
|
44.1K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.2K+ 8.33% |
$754K - $840K
|
431K
$10.7M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
32.6KNew |
$742K - $827K
|
32.6K
$810K
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
29KNew |
$659K - $735K
|
29K
$720K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
28.4K+ 226.07% |
$646K - $721K
|
41K
$1.02M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.7KNew |
$561K - $625K
|
24.7K
$613K
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
22.8KNew |
$518K - $577K
|
22.8K
$566K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22.6KNew |
$513K - $572K
|
22.6K
$560K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
21.1KNew |
$480K - $536K
|
21.1K
$525K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.1K+ 15.8% |
$457K - $510K
|
147K
$3.66M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
20K+ 21.31% |
$455K - $508K
|
114K
$2.83M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18K+ 114.76% |
$410K - $457K
|
33.7K
$837K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.6KNew |
$401K - $446K
|
17.6K
$438K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$397K - $443K
|
17.5K
$434K
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$341K - $380K
|
15K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9KNew |
$317K - $353K
|
13.9K
$346K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6KNew |
$308K - $343K
|
13.6K
$337K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
$305K - $340K
|
13.4K
$333K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$273K - $304K
|
12K
$298K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.2K+ 6.9% |
$253K - $283K
|
173K
$4.29M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.8KNew |
$245K - $274K
|
10.8K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$238K - $265K
|
10.5K
$259K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$236K - $263K
|
10.4K
$257K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.3K+ 90.0% |
$234K - $261K
|
21.8K
$540K
|