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
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
2.21K
+ 3.06%
$54.6K - $54.8K
74.4K $0
Jul 20, 2023 Q2 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
2.18K
+ 7.41%
$53.8K - $54.1K
31.6K $0
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.93K
New
$47.7K - $47.9K
1.93K $0
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.68K
+ 445.24%
$41.6K - $41.8K
2.06K $0
Nov 17, 2023 Q2 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.66K
+ 17.78%
$41K - $41.1K
11K $0
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
1.34K
+ 129.18%
$33K - $33.2K
2.37K $0
Jul 25, 2023 Q2 2023
Old Second National Bank Of Aurora

BUY
 -
1.31K
+ 0.46%
$32.2K - $32.4K
284K $0
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
1.3K
New
$32.1K - $32.3K
1.3K $0
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.24K
+ 5.26%
$30.7K - $30.8K
24.9K $0
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
1.24K
+ 0.58%
$30.6K - $30.7K
213K $0
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
827
+ 1.59%
$20.4K - $20.5K
52.7K $0
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
805
New
$19.9K - $20K
805 $0
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
706
+ 7.38%
$17.4K - $17.5K
10.3K $0
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
685
+ 5.05%
$16.9K - $17K
14.2K $0
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
549
+ 0.59%
$13.6K - $13.6K
93.9K $0
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
432
+ 1.07%
$10.7K - $10.7K
40.6K $0
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
335
+ 2.39%
$8.28K - $8.31K
14.4K $0
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
319
+ 1.41%
$7.88K - $7.91K
23K $0
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
268
+ 7.07%
$6.62K - $6.65K
4.06K $0
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
222
+ 277.5%
$5.49K - $5.51K
302 $0
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
168
+ 5.84%
$4.15K - $4.17K
3.05K $0
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
168
New
$4.15K - $4.17K
168 $0
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
88
+ 1.07%
$2.17K - $2.18K
8.28K $0
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
50
+ 0.03%
$1.24K - $1.24K
192K $0
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
45
New
$1.11K - $1.12K
45 $0
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
44
+ 0.28%
$1.09K - $1.09K
15.6K $0
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
11
+ 1.69%
$272 - $273
661 $0
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
7
+ 1.15%
$173 - $174
616 $0
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
7
+ 0.49%
$173 - $174
1.44K $0
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2
+ 0.01%
$49.4 - $49.6
15.3K $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-6
- 0.45%
$148 - $149
1.32K $0
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-11
Closed
$272 - $273
0 $0
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-25
- 86.21%
$618 - $620
4 $0
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-210
- 0.07%
$5.19K - $5.21K
287K $0
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-282
- 47.0%
$6.97K - $7K
318 $0
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

SELL
 -
-368
- 1.79%
$9.09K - $9.13K
20.2K $0
Aug 07, 2023 Q2 2023
Robbins Farley LLC

Manchester, NH
SELL
 -
-485
- 37.63%
$12K - $12K
804 $0
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-513
- 1.3%
$12.7K - $12.7K
38.8K $0
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-661
- 10.05%
$16.3K - $16.4K
5.92K $0
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
SELL
 -
-743
- 0.87%
$18.4K - $18.4K
84.4K $0
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
SELL
 -
-749
- 0.82%
$18.5K - $18.6K
90.9K $0
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-880
- 0.58%
$21.7K - $21.8K
150K $0
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

SELL
 -
-950
- 5.95%
$23.5K - $23.6K
15K $0
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

SELL
 -
-1.08K
- 0.58%
$26.7K - $26.8K
185K $0
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-1.21K
- 2.99%
$30K - $30.1K
39.4K $0
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-1.23K
- 10.0%
$30.4K - $30.5K
11.1K $0
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

SELL
 -
-1.33K
- 0.22%
$32.9K - $33K
591K $0
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-1.38K
- 8.59%
$34.1K - $34.2K
14.7K $0

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