Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.41M
+ 16.19%
$59.5M - $59.8M
17.3M $0
Aug 10, 2023 Q2 2023
First Western Trust Bank

Denver, CO
BUY
 -
1.26M
New
$31M - $31.2M
1.26M $0
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
792K
+ 20.35%
$19.6M - $19.7M
4.69M $0
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
601K
+ 4253.98%
$14.9M - $14.9M
616K $0
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
394K
+ 137.84%
$9.73M - $9.77M
680K $0
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
369K
+ 12.2%
$9.13M - $9.16M
3.4M $0
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
309K
+ 29.48%
$7.63M - $7.66M
1.36M $0
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
257K
New
$6.36M - $6.38M
257K $0
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
257K
+ 33.86%
$6.34M - $6.37M
1.01M $0
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
253K
+ 5.97%
$6.24M - $6.27M
4.49M $0
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
213K
+ 18.9%
$5.27M - $5.29M
1.34M $0
Aug 14, 2023 Q2 2023
Advisory Research Inc

Chicago, IL
BUY
 -
210K
New
$5.19M - $5.21M
210K $0
Jul 21, 2023 Q2 2023
Hills Bank & Trust CO

BUY
 -
209K
New
$5.15M - $5.17M
209K $0
Jul 26, 2023 Q2 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
200K
New
$4.95M - $4.97M
200K $0
Aug 09, 2023 Q2 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
186K
+ 50.76%
$4.59M - $4.61M
552K $0
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
183K
+ 12.53%
$4.53M - $4.55M
1.65M $0
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
182K
+ 31.7%
$4.51M - $4.53M
758K $0
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
180K
+ 17.87%
$4.44M - $4.46M
1.19M $0
Aug 08, 2023 Q2 2023
Mader & Shannon Wealth Management, Inc.

BUY
 -
167K
New
$4.14M - $4.15M
167K $0
Jul 27, 2023 Q2 2023
Campbell Wealth Management

BUY
 -
141K
+ 6.48%
$3.49M - $3.5M
2.32M $0
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
140K
New
$3.45M - $3.46M
140K $0
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
134K
New
$3.31M - $3.32M
134K $0
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
116K
+ 694.82%
$2.86M - $2.87M
132K $0
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
96.5K
+ 19.93%
$2.38M - $2.39M
581K $0
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
86.4K
+ 36.51%
$2.13M - $2.14M
323K $0
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
71.7K
+ 73.45%
$1.77M - $1.78M
169K $0
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
68.4K
New
$1.69M - $1.7M
68.4K $0
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
68K
+ 21.78%
$1.68M - $1.69M
380K $0
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
60K
+ 135.29%
$1.48M - $1.49M
104K $0
Jul 21, 2023 Q2 2023
Keeler T Homas Management LLC

BUY
 -
55.9K
+ 13.7%
$1.38M - $1.39M
464K $0
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
55.7K
New
$1.38M - $1.38M
55.7K $0
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
45.6K
+ 4.26%
$1.13M - $1.13M
1.12M $0
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
39.8K
+ 201.51%
$982K - $986K
59.5K $0
Aug 11, 2023 Q2 2023
Fairhaven Wealth Management, LLC

BUY
 -
35.4K
New
$874K - $878K
35.4K $0
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
33.6K
+ 7.85%
$829K - $833K
461K $0
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
32.3K
+ 19.51%
$799K - $802K
198K $0
Jul 27, 2023 Q2 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
31.9K
+ 230.41%
$789K - $793K
45.8K $0
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
28.8K
+ 35.06%
$711K - $714K
111K $0
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
24.8K
+ 10.47%
$613K - $615K
262K $0
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
23.6K
New
$584K - $586K
23.6K $0
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
23.2K
+ 5.74%
$574K - $576K
428K $0
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
22.8K
+ 2.71%
$564K - $566K
865K $0
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
22.5K
+ 6.26%
$555K - $557K
381K $0
Jul 24, 2023 Q2 2023
Royal Harbor Partners, LLC

BUY
 -
22.4K
+ 18.46%
$553K - $556K
144K $0
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
22K
+ 6.25%
$544K - $546K
374K $0
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
21.5K
+ 1.99%
$530K - $532K
1.1M $0
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
19.8K
New
$489K - $491K
19.8K $0
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
19.6K
New
$484K - $486K
19.6K $0
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
19.6K
+ 21.02%
$484K - $486K
113K $0

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