Purchases and Sales Made in Q3 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 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.3K+ 4.01% |
$180K - $181K
|
189K
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.22K+ 5.56% |
$178K - $179K
|
137K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.93K+ 1.69% |
$171K - $172K
|
417K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.48K+ 1141.2% |
$160K - $161K
|
7.05K
$0
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.06K+ 5.11% |
$150K - $150K
|
125K
$0
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.39K+ 8.34% |
$108K - $109K
|
57.1K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.25KNew |
$105K - $106K
|
4.25K
$0
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.05K+ 3.43% |
$100K - $101K
|
122K
$0
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.98K+ 16.0% |
$98.3K - $98.8K
|
28.8K
$0
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.89KNew |
$96.2K - $96.7K
|
3.89K
$0
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.54K+ 13.3% |
$87.4K - $87.8K
|
30.1K
$0
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.24K+ 0.85% |
$80K - $80.4K
|
384K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.12K+ 3.78% |
$77K - $77.4K
|
85.7K
$0
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$74.7K - $75.1K
|
3.03K
$0
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.32K+ 3.01% |
$57.3K - $57.6K
|
79.5K
$0
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25K+ 27.95% |
$55.7K - $56K
|
10.3K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.25K+ 4.99% |
$55.6K - $55.8K
|
47.3K
$0
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.15K+ 3.43% |
$53.1K - $53.4K
|
64.8K
$0
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.09K+ 5.14% |
$51.6K - $51.8K
|
42.7K
$0
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.01K+ 1.0% |
$49.7K - $50K
|
202K
$0
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.94K+ 18.88% |
$47.9K - $48.2K
|
12.2K
$0
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.91K+ 3.85% |
$47.3K - $47.5K
|
51.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.82KNew |
$45K - $45.2K
|
1.82K
$0
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.78K+ 2.61% |
$44K - $44.3K
|
70.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.53K+ 7.82% |
$37.8K - $38K
|
21.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.49K+ 10.14% |
$36.7K - $36.9K
|
16.2K
$0
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.34K+ 4.23% |
$33K - $33.2K
|
32.9K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.19K+ 3.98% |
$29.3K - $29.5K
|
31K
$0
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.05K+ 6.42% |
$25.9K - $26K
|
17.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.03K+ 1.13% |
$25.4K - $25.6K
|
91.7K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
998+ 4.95% |
$24.7K - $24.8K
|
21.2K
$0
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
741New |
$18.3K - $18.4K
|
741
$0
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
700+ 1.52% |
$17.3K - $17.4K
|
46.7K
$0
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
563+ 1.23% |
$13.9K - $14K
|
46.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
498+ 1.23% |
$12.3K - $12.4K
|
41.1K
$0
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
485+ 60.32% |
$12K - $12K
|
1.29K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
466New |
$11.5K - $11.6K
|
466
$0
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
452+ 11.14% |
$11.2K - $11.2K
|
4.51K
$0
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
394New |
$9.73K - $9.78K
|
394
$0
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
379+ 1.65% |
$9.36K - $9.41K
|
23.3K
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
340+ 4.01% |
$8.4K - $8.44K
|
8.81K
$0
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
316New |
$7.81K - $7.85K
|
316
$0
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 10.36% |
$4.94K - $4.97K
|
2.13K
$0
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
124+ 0.79% |
$3.06K - $3.08K
|
15.7K
$0
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
102+ 1.23% |
$2.52K - $2.53K
|
8.38K
$0
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
58+ 0.54% |
$1.43K - $1.44K
|
10.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
53New |
$1.31K - $1.32K
|
53
$0
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
33+ 825.0% |
$815 - $819
|
37
$0
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 1.29% |
$420 - $422
|
1.34K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 1.21% |
$198 - $199
|
669
$0
|