Purchases and Sales Made in Q2 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 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 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.5K+ 33.91% |
$482K - $484K
|
77.1K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
19.3K+ 20.78% |
$478K - $480K
|
112K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2K+ 82.48% |
$474K - $476K
|
42.5K
$0
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2K+ 82.48% |
$474K - $476K
|
42.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.4K+ 86.22% |
$406K - $407K
|
35.5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16.3K+ 75.32% |
$403K - $405K
|
38K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
16.2K+ 15.13% |
$399K - $401K
|
123K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16K+ 5.52% |
$394K - $396K
|
305K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.4K+ 24.96% |
$381K - $382K
|
77.1K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.1K+ 41.72% |
$374K - $375K
|
51.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.7K+ 8.79% |
$363K - $365K
|
182K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5KNew |
$359K - $360K
|
14.5K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
14.3K+ 31.14% |
$354K - $355K
|
60.2K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
13.8K+ 15.58% |
$341K - $342K
|
102K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.5K+ 3.97% |
$333K - $334K
|
353K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 2.61% |
$315K - $317K
|
502K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.7K+ 1.17% |
$314K - $315K
|
1.1M
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
12.5K+ 16.0% |
$309K - $310K
|
90.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 7.29% |
$295K - $297K
|
176K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 25.02% |
$285K - $286K
|
57.7K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.3K+ 36.64% |
$279K - $280K
|
42K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.1KNew |
$273K - $274K
|
11.1K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11K+ 23.89% |
$271K - $272K
|
56.9K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 2.65% |
$262K - $263K
|
410K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$250K - $251K
|
10.1K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
8.99K+ 48.84% |
$222K - $223K
|
27.4K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
8.97KNew |
$222K - $223K
|
8.97K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.89K+ 443.1% |
$220K - $221K
|
10.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.74K+ 76.39% |
$216K - $217K
|
20.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.55K+ 9.62% |
$211K - $212K
|
97.4K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.44KNew |
$209K - $209K
|
8.44K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.06KNew |
$199K - $200K
|
8.06K
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.53K+ 437.36% |
$186K - $187K
|
9.25K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.53K+ 437.36% |
$186K - $187K
|
9.25K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.52K+ 0.98% |
$161K - $162K
|
672K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
6.31K+ 13.48% |
$156K - $157K
|
53.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.06KNew |
$150K - $150K
|
6.06K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.05K+ 128.04% |
$150K - $150K
|
10.8K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
6.03K+ 15.1% |
$149K - $150K
|
46K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.46K+ 47.45% |
$135K - $136K
|
17K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.82K+ 3.28% |
$119K - $120K
|
152K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 6.09% |
$117K - $118K
|
82.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.68K+ 2.33% |
$116K - $116K
|
205K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.65K+ 38.15% |
$115K - $115K
|
16.8K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.02K+ 10.89% |
$99.4K - $99.8K
|
41K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.02K+ 12.14% |
$99.4K - $99.8K
|
37.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.37K+ 7.28% |
$83.2K - $83.6K
|
49.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.9K+ 4757.38% |
$71.7K - $72K
|
2.96K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.5K+ 2.36% |
$61.7K - $61.9K
|
108K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.48K+ 5.83% |
$61.3K - $61.6K
|
45.1K
$0
|