Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)

IBTD Quotes by TradingView

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
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
61.7K
New
$1.52M - $1.53M
61.7K $0
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
54.3K
+ 12572.22%
$1.34M - $1.35M
54.7K $0
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
53K
+ 44.33%
$1.31M - $1.31M
172K $0
May 11, 2023 Q1 2023
Absolute Capital Management, LLC

BUY
 -
52.7K
New
$1.3M - $1.31M
52.7K $0
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
51.4K
+ 93.01%
$1.27M - $1.28M
107K $0
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
50.5K
+ 64.34%
$1.25M - $1.25M
129K $0
May 04, 2023 Q1 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
48.6K
+ 12.82%
$1.2M - $1.21M
428K $0
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
46.7K
+ 35.45%
$1.15M - $1.16M
178K $0
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
46.1K
New
$1.14M - $1.14M
46.1K $0
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
43.9K
New
$1.08M - $1.09M
43.9K $0
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
41.1K
+ 381.62%
$1.01M - $1.02M
51.9K $0
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
40.5K
New
$998K - $1M
40.5K $0
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
40.2K
New
$992K - $997K
40.2K $0
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
39.9K
New
$985K - $991K
39.9K $0
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
36.6K
New
$904K - $909K
36.6K $0
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
36.1K
+ 355.88%
$891K - $896K
46.3K $0
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
35.1K
New
$867K - $872K
35.1K $0
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
34.7K
+ 10.02%
$856K - $860K
381K $0
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
32.4K
+ 12.89%
$798K - $803K
283K $0
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
31.2K
+ 158.86%
$771K - $775K
50.9K $0
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
30.8K
New
$759K - $763K
30.8K $0
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
29.4K
New
$726K - $730K
29.4K $0
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
27.7K
+ 55.28%
$684K - $688K
77.9K $0
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
26.7K
+ 26.53%
$658K - $662K
127K $0
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
26K
New
$641K - $645K
26K $0
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
25.8K
+ 128.48%
$637K - $640K
45.9K $0
Apr 21, 2023 Q1 2023
Chatham Capital Group, Inc.

BUY
 -
25K
+ 36.69%
$616K - $620K
93.1K $0
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
22.6K
New
$559K - $562K
22.6K $0
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
21.9K
+ 5.1%
$541K - $545K
452K $0
Apr 12, 2023 Q1 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
21.7K
New
$535K - $538K
21.7K $0
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
21.1K
+ 12.37%
$521K - $524K
192K $0
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
21.1K
New
$521K - $523K
21.1K $0
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
20.9K
+ 23.04%
$516K - $519K
112K $0
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
20.8K
+ 20.74%
$514K - $517K
121K $0
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
19.9K
New
$492K - $494K
19.9K $0
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
19.3K
+ 55.05%
$476K - $479K
54.3K $0
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
18.5K
+ 83.65%
$456K - $459K
40.6K $0
May 11, 2023 Q1 2023
Summitry LLC

Foster City, CA
BUY
 -
17.9K
+ 1.67%
$441K - $443K
1.09M $0
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
17.3K
+ 3.79%
$427K - $429K
473K $0
May 12, 2023 Q1 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
16.3K
New
$403K - $405K
16.3K $0
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
15.8K
New
$389K - $391K
15.8K $0
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
15.7K
New
$388K - $390K
15.7K $0
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
15.5K
+ 57.01%
$382K - $384K
42.6K $0
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
14.2K
+ 74.65%
$349K - $351K
33.1K $0
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
14.1K
New
$349K - $351K
14.1K $0
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.1K
+ 4.34%
$348K - $350K
339K $0
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
14K
+ 7.53%
$347K - $348K
201K $0
May 10, 2023 Q1 2023
Boston Family Office LLC

Boston, MA
BUY
 -
13.7K
+ 14.86%
$337K - $339K
106K $0
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
12.5K
+ 112.02%
$308K - $310K
23.6K $0

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