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
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
7
+ 1.14%
$173 - $174
623 $0
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
4
+ 1.32%
$98.8 - $99.3
306 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 12, 2023 Q3 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-76
- 0.53%
$1.88K - $1.89K
14.3K $0
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-126
- 1.14%
$3.11K - $3.13K
10.9K $0
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-380
- 18.44%
$9.39K - $9.44K
1.68K $0
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-388
- 27.04%
$9.58K - $9.63K
1.05K $0
Oct 17, 2023 Q3 2023
Eastern Bank

SELL
 -
-550
- 6.13%
$13.6K - $13.7K
8.42K $0
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

SELL
 -
-687
- 3.52%
$17K - $17.1K
18.8K $0
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

SELL
 -
-688
- 6.01%
$17K - $17.1K
10.8K $0
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-1K
- 20.0%
$24.7K - $24.8K
4K $0
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-1K
- 20.0%
$24.7K - $24.8K
4K $0
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-1.09K
- 2.5%
$26.8K - $27K
42.3K $0
Nov 14, 2023 Q3 2023
Old Port Advisors

SELL
 -
-1.11K
- 10.68%
$27.5K - $27.6K
9.31K $0
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
SELL
 -
-1.12K
- 7.83%
$27.5K - $27.7K
13.1K $0
Oct 30, 2023 Q3 2023
Pacific Sage Partners, LLC

Shoreline, WA
SELL
 -
-1.18K
- 0.63%
$29.1K - $29.3K
185K $0
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-1.2K
- 0.8%
$29.6K - $29.8K
148K $0
Oct 20, 2023 Q3 2023
Atlantic Union Bankshares Corp

SELL
 -
-1.29K
- 0.4%
$31.9K - $32.1K
322K $0
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-1.42K
- 8.42%
$35K - $35.2K
15.4K $0
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

SELL
 -
-1.59K
- 67.03%
$39.3K - $39.5K
782 $0
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-1.66K
- 1.47%
$40.9K - $41.1K
111K $0
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-2.02K
- 59.88%
$49.8K - $50K
1.35K $0
Oct 12, 2023 Q3 2023
G&S Capital LLC

SELL
 -
-2.34K
- 19.31%
$57.7K - $58.1K
9.77K $0
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-3.1K
- 67.02%
$76.4K - $76.8K
1.52K $0
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

SELL
 -
-3.25K
- 5.63%
$80.2K - $80.6K
54.4K $0
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
SELL
 -
-4.11K
- 38.95%
$102K - $102K
6.44K $0
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-4.54K
- 3.79%
$112K - $113K
115K $0
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-5.22K
- 5.56%
$129K - $130K
88.7K $0
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-5.33K
- 1.16%
$132K - $132K
454K $0
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-5.71K
- 52.39%
$141K - $142K
5.19K $0
Nov 13, 2023 Q3 2023
Boston Family Office LLC

Boston, MA
SELL
 -
-5.87K
- 5.42%
$145K - $146K
102K $0
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
SELL
 -
-6K
- 26.08%
$148K - $149K
17K $0
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

SELL
 -
-6.56K
- 7.6%
$162K - $163K
79.7K $0
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-7.07K
- 2.75%
$175K - $176K
250K $0
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

SELL
 -
-7.15K
- 3.86%
$177K - $178K
178K $0
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-7.25K
- 7.17%
$179K - $180K
93.8K $0
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

SELL
 -
-8.1K
- 17.52%
$200K - $201K
38.1K $0
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-8.32K
- 13.99%
$206K - $207K
51.2K $0
Nov 14, 2023 Q3 2023
Royal Harbor Partners, LLC

SELL
 -
-8.33K
- 5.8%
$206K - $207K
135K $0
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-9.2K
- 6.05%
$227K - $228K
143K $0
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
SELL
 -
-9.61K
- 27.1%
$237K - $239K
25.9K $0
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-12.9K
- 4.49%
$318K - $320K
274K $0
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-13.6K
- 31.08%
$336K - $337K
30.1K $0
Nov 13, 2023 Q3 2023
Campbell Wealth Management

SELL
 -
-14.5K
- 0.63%
$359K - $361K
2.3M $0
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-16.2K
- 2.14%
$401K - $403K
742K $0
Nov 08, 2023 Q3 2023
Element Wealth, LLC

SELL
 -
-17.9K
- 33.65%
$442K - $444K
35.3K $0
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-18.2K
- 48.85%
$448K - $451K
19K $0

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