Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.47M+ 19.9% |
$60.9M - $61.3M
|
14.9M
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.57M+ 11.09% |
$38.7M - $38.9M
|
15.7M
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02M+ 35.48% |
$25.2M - $25.3M
|
3.89M
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
777K+ 1095.44% |
$19.2M - $19.3M
|
848K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
693K+ 179.87% |
$17.1M - $17.2M
|
1.08M
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651K+ 27.41% |
$16.1M - $16.2M
|
3.03M
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
639K+ 130.56% |
$15.8M - $15.8M
|
1.13M
$0
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
626K+ 40.32% |
$15.4M - $15.5M
|
2.18M
$0
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
548KNew |
$13.5M - $13.6M
|
548K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
423K+ 99.9% |
$10.4M - $10.5M
|
846K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
365K+ 33.21% |
$9.01M - $9.06M
|
1.46M
$0
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
354K+ 652.03% |
$8.72M - $8.77M
|
408K
$0
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
335K+ 478.8% |
$8.26M - $8.31M
|
405K
$0
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
289KNew |
$7.13M - $7.17M
|
289K
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
286KNew |
$7.05M - $7.09M
|
286K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
271K+ 34.99% |
$6.7M - $6.74M
|
1.05M
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
264K+ 6.66% |
$6.52M - $6.56M
|
4.23M
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
260K+ 12.56% |
$6.42M - $6.46M
|
2.33M
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
256K+ 458.41% |
$6.32M - $6.36M
|
312K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
250K+ 72.77% |
$6.16M - $6.19M
|
593K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
237KNew |
$5.84M - $5.88M
|
237K
$0
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
237KNew |
$5.84M - $5.87M
|
237K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
216K+ 58.82% |
$5.34M - $5.37M
|
584K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
213K+ 26.79% |
$5.25M - $5.28M
|
1.01M
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
193K+ 19.69% |
$4.76M - $4.79M
|
1.17M
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
190K+ 113.14% |
$4.7M - $4.72M
|
359K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 33.3% |
$4.67M - $4.7M
|
758K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
187K+ 48.23% |
$4.62M - $4.65M
|
575K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
179K+ 27.01% |
$4.42M - $4.44M
|
842K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
161K+ 21.31% |
$3.98M - $4M
|
918K
$0
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
161K+ 316.65% |
$3.98M - $4M
|
212K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
153K+ 16.72% |
$3.79M - $3.81M
|
1.07M
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
147KNew |
$3.63M - $3.65M
|
147K
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
142K+ 203.46% |
$3.5M - $3.52M
|
212K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136K+ 90.39% |
$3.36M - $3.38M
|
287K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
131K+ 415.9% |
$3.22M - $3.24M
|
162K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
118KNew |
$2.91M - $2.93M
|
118K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
111K+ 205.2% |
$2.75M - $2.76M
|
166K
$0
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
96.1KNew |
$2.37M - $2.38M
|
96.1K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
93.2KNew |
$2.3M - $2.31M
|
93.2K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
92.8KNew |
$2.29M - $2.3M
|
92.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
89.1K+ 33.88% |
$2.2M - $2.21M
|
352K
$0
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
88.5KNew |
$2.18M - $2.2M
|
88.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
85.1KNew |
$2.1M - $2.11M
|
85.1K
$0
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
78.2KNew |
$1.93M - $1.94M
|
78.2K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73K+ 64.47% |
$1.8M - $1.81M
|
186K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
72.2KNew |
$1.78M - $1.79M
|
72.2K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69.8K+ 44.77% |
$1.72M - $1.73M
|
226K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65K+ 272.03% |
$1.6M - $1.61M
|
88.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
63.3K+ 20.91% |
$1.56M - $1.57M
|
366K
$0
|