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 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.05K- 3.18% |
$50.8K - $51K
|
62.6K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.33K- 5.06% |
$57.5K - $57.8K
|
43.7K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.85K- 4.71% |
$70.4K - $70.7K
|
57.7K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.12K- 3.49% |
$77.2K - $77.5K
|
86.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.38K- 14.76% |
$83.4K - $83.8K
|
19.5K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.9K- 4.32% |
$96.3K - $96.7K
|
86.3K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.93K- 3.88% |
$171K - $172K
|
171K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.49K- 14.71% |
$185K - $186K
|
43.4K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.77K- 20.67% |
$192K - $193K
|
29.8K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.89K- 1.35% |
$195K - $196K
|
576K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.47K- 6.66% |
$209K - $210K
|
119K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8.54K- 24.3% |
$211K - $212K
|
26.6K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.13K- 7.08% |
$226K - $227K
|
120K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-9.86K- 5.03% |
$244K - $245K
|
186K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.97K- 18.35% |
$246K - $247K
|
44.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 1.11% |
$252K - $253K
|
908K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 9.47% |
$261K - $262K
|
101K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-11.2K- 4.46% |
$277K - $279K
|
241K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 2.77% |
$324K - $325K
|
460K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-16.2K- 2.96% |
$401K - $403K
|
532K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-18.2K- 34.29% |
$450K - $452K
|
34.9K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-19.9K- 32.93% |
$493K - $495K
|
40.6K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-22.8K- 10.12% |
$564K - $567K
|
203K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.5K- 9.34% |
$654K - $656K
|
257K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.4K- 19.98% |
$801K - $804K
|
130K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-49.9K- 51.88% |
$1.23M - $1.24M
|
46.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.2K- 98.96% |
$1.34M - $1.34M
|
568
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-60K- 33.28% |
$1.48M - $1.49M
|
120K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-82.6K- 90.69% |
$2.04M - $2.05M
|
8.48K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-86.4K- 87.71% |
$2.13M - $2.14M
|
12.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-113K- 12.95% |
$2.79M - $2.8M
|
758K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-129K- 28.56% |
$3.19M - $3.2M
|
323K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-214K- 55.52% |
$5.29M - $5.31M
|
171K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-216K- 56.74% |
$5.34M - $5.36M
|
165K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-304K- 98.5% |
$7.5M - $7.53M
|
4.62K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-315K- 37.1% |
$7.77M - $7.8M
|
533K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-460K- 25.17% |
$11.4M - $11.4M
|
1.37M
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-557K- 65.9% |
$13.8M - $13.8M
|
288K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-713K- 60.77% |
$17.6M - $17.7M
|
460K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11M- 78.89% |
$27.5M - $27.6M
|
298K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.49M- 22.2% |
$86.2M - $86.6M
|
12.2M
$0
|