Purchases and Sales Made in Q3 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 Q3 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
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
3.1M
+ 6040.79%
$76.7M - $77.1M
3.16M $0
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
2.74M
New
$67.6M - $67.9M
2.74M $0
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.11M
+ 6.44%
$27.5M - $27.6M
18.4M $0
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
839K
+ 402.46%
$20.7M - $20.8M
1.05M $0
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
657K
New
$16.2M - $16.3M
657K $0
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
614K
+ 1445.9%
$15.2M - $15.2M
657K $0
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
417K
+ 30.48%
$10.3M - $10.4M
1.78M $0
Nov 14, 2023 Q3 2023
First Western Trust Bank

Denver, CO
BUY
 -
243K
+ 19.3%
$5.99M - $6.02M
1.5M $0
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
168K
+ 18.45%
$4.14M - $4.16M
1.08M $0
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
159K
+ 27.34%
$3.92M - $3.94M
740K $0
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
108K
New
$2.68M - $2.69M
108K $0
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
107K
+ 4.19%
$2.64M - $2.65M
2.66M $0
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
104K
+ 59.04%
$2.57M - $2.58M
280K $0
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
90.6K
+ 67.71%
$2.24M - $2.25M
224K $0
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
85.9K
New
$2.12M - $2.13M
85.9K $0
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
66K
+ 7.63%
$1.63M - $1.64M
931K $0
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
63.1K
+ 37.25%
$1.56M - $1.57M
232K $0
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
59.5K
+ 11.87%
$1.47M - $1.48M
561K $0
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
59.4K
+ 980.45%
$1.47M - $1.48M
65.5K $0
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
56.7K
+ 7.48%
$1.4M - $1.41M
815K $0
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
52.4K
+ 8.52%
$1.3M - $1.3M
668K $0
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
44K
New
$1.09M - $1.09M
44K $0
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
43.3K
+ 732.13%
$1.07M - $1.08M
49.2K $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
39.5K
+ 10.38%
$975K - $980K
420K $0
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
38.8K
+ 14.84%
$959K - $964K
300K $0
Nov 02, 2023 Q3 2023
Crew Capital Management, Ltd.

BUY
 -
32.4K
New
$799K - $803K
32.4K $0
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
31.7K
+ 218.62%
$784K - $788K
46.3K $0
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
29.4K
+ 107.37%
$726K - $730K
56.8K $0
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
27.6K
+ 24.89%
$682K - $685K
138K $0
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.1K
+ 43.18%
$594K - $597K
79.8K $0
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
22.4K
+ 21.45%
$553K - $556K
127K $0
Oct 26, 2023 Q3 2023
Keeler T Homas Management LLC

BUY
 -
22.2K
+ 4.8%
$549K - $552K
486K $0
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
20.1K
+ 182.28%
$498K - $500K
31.2K $0
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
20K
New
$495K - $498K
20K $0
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
18.3K
New
$453K - $455K
18.3K $0
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
17.4K
+ 4.65%
$429K - $431K
391K $0
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
14.2K
New
$350K - $352K
14.2K $0
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
13.3K
+ 4.37%
$329K - $331K
318K $0
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
12.7K
+ 10.29%
$312K - $314K
136K $0
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
10.7K
New
$264K - $265K
10.7K $0
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
10.6K
+ 18.57%
$261K - $262K
67.4K $0
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
9.79K
+ 13.16%
$242K - $243K
84.2K $0
Oct 10, 2023 Q3 2023
Koss Olinger Consulting, LLC

BUY
 -
9.54K
New
$236K - $237K
9.54K $0
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
9.18K
New
$227K - $228K
9.18K $0
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.02K
+ 2.79%
$223K - $224K
332K $0
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
8.96K
+ 4.37%
$221K - $222K
214K $0
Nov 01, 2023 Q3 2023
Reliant Wealth Planning

BUY
 -
8.9K
+ 3.7%
$220K - $221K
250K $0
Nov 13, 2023 Q3 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
8.89K
+ 1.93%
$219K - $221K
470K $0
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
7.35K
+ 17.49%
$182K - $183K
49.4K $0

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