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 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.58KNew |
$218K - $243K
|
9.58K
$238K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.7KNew |
$198K - $220K
|
8.7K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.22KNew |
$187K - $208K
|
8.22K
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.63K+ 48.18% |
$173K - $193K
|
23.5K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.68K+ 1.41% |
$129K - $144K
|
409K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.1KNew |
$116K - $129K
|
5.1K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.04K+ 19.69% |
$115K - $128K
|
30.7K
$761K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
4.56KNew |
$104K - $115K
|
4.56K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.09K+ 911.8% |
$93.1K - $104K
|
4.54K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.69K+ 27.67% |
$61.2K - $68.2K
|
12.4K
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.38K+ 163.39% |
$54.1K - $60.3K
|
3.84K
$95.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.26K+ 4.75% |
$51.3K - $57.2K
|
49.8K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.22K+ 527.38% |
$50.3K - $56.1K
|
2.64K
$65.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.39K+ 1.59% |
$31.7K - $35.3K
|
88.8K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
904+ 2.98% |
$20.5K - $22.9K
|
31.2K
$776K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
855+ 1.82% |
$19.4K - $21.7K
|
47.9K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
849New |
$19.3K - $21.5K
|
849
$21.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
137+ 18.41% |
$3.11K - $3.47K
|
881
$21.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
119+ 0.19% |
$2.7K - $3.02K
|
63K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
101+ 5.94% |
$2.3K - $2.56K
|
1.8K
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 0.02% |
$90.9 - $101
|
17.7K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-320- 3.38% |
$7.27K - $8.11K
|
9.15K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-544- 2.02% |
$12.4K - $13.8K
|
26.4K
$655K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-647- 0.84% |
$14.7K - $16.4K
|
76.8K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.19K- 1.49% |
$49.7K - $55.4K
|
145K
$3.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.3K- 2.43% |
$143K - $160K
|
253K
$6.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 8.1% |
$258K - $287K
|
129K
$3.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.2K- 17.93% |
$549K - $612K
|
111K
$2.75M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.8K- 18.72% |
$1.86M - $2.07M
|
355K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-814K- 58.2% |
$18.5M - $20.6M
|
584K
$14.5M
|