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
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-19.5K- 9.29% |
$482K - $484K
|
190K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.2K- 6.8% |
$500K - $503K
|
278K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20.3K- 58.2% |
$502K - $504K
|
14.6K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-21.2K- 3.85% |
$524K - $527K
|
530K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.2K- 16.02% |
$524K - $527K
|
111K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-21.7K- 7.53% |
$536K - $539K
|
267K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22K- 12.84% |
$544K - $546K
|
149K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.2K- 57.05% |
$547K - $550K
|
16.7K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24.2K- 11.33% |
$597K - $600K
|
189K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.9K- 20.69% |
$615K - $618K
|
95.4K
$0
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-26.6K- 67.53% |
$657K - $661K
|
12.8K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26.9K- 14.02% |
$664K - $668K
|
165K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.4K- 3.39% |
$850K - $854K
|
981K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-36.7K- 60.91% |
$906K - $911K
|
23.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.4K- 66.64% |
$1.27M - $1.28M
|
25.7K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.4K- 53.76% |
$1.29M - $1.3M
|
45.1K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-59.9K- 30.23% |
$1.48M - $1.49M
|
138K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-62.5K- 5.27% |
$1.54M - $1.55M
|
1.12M
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-75.8K- 67.4% |
$1.87M - $1.88M
|
36.7K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-77K- 17.99% |
$1.9M - $1.91M
|
351K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-78.8K- 38.82% |
$1.95M - $1.96M
|
124K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-81.9K- 7.33% |
$2.02M - $2.03M
|
1.03M
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-89.6K- 52.29% |
$2.21M - $2.23M
|
81.8K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-89.7K- 15.56% |
$2.22M - $2.23M
|
487K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102K- 58.61% |
$2.51M - $2.53M
|
71.9K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-131K- 79.71% |
$3.24M - $3.26M
|
33.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-143K- 40.65% |
$3.54M - $3.56M
|
209K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-194K- 36.43% |
$4.8M - $4.83M
|
339K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-210K- 12.72% |
$5.18M - $5.21M
|
1.44M
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223K- 20.3% |
$5.51M - $5.54M
|
877K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-227K- 38.39% |
$5.61M - $5.64M
|
364K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-244K- 5.44% |
$6.03M - $6.06M
|
4.24M
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-248K- 96.23% |
$6.11M - $6.15M
|
9.69K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-269K- 24.38% |
$6.64M - $6.68M
|
834K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-280K- 98.85% |
$6.92M - $6.96M
|
3.27K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-347K- 25.57% |
$8.56M - $8.61M
|
1.01M
$0
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-499K- 93.79% |
$12.3M - $12.4M
|
33K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-547K- 80.56% |
$13.5M - $13.6M
|
132K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-872K- 65.04% |
$21.5M - $21.7M
|
469K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26M- 37.07% |
$31.1M - $31.3M
|
2.14M
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.5M- 77.64% |
$235M - $236M
|
2.74M
$0
|