Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
409KNew |
$8.96M - $9.33M
|
409K
$9.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
201K+ 51.0% |
$4.41M - $4.59M
|
596K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 49.72% |
$2.79M - $2.91M
|
383K
$8.48M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 7.14% |
$2.68M - $2.8M
|
1.84M
$40.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
120K+ 211.86% |
$2.63M - $2.74M
|
177K
$3.9M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
106KNew |
$2.33M - $2.43M
|
106K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.6K+ 33.61% |
$1.66M - $1.73M
|
301K
$6.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
68KNew |
$1.49M - $1.55M
|
68K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.7K+ 224.05% |
$1.42M - $1.48M
|
93.6K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.4K+ 5176.47% |
$1.41M - $1.47M
|
65.7K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
55.4KNew |
$1.21M - $1.27M
|
55.4K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
47.7K+ 235.64% |
$1.05M - $1.09M
|
67.9K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.2KNew |
$946K - $985K
|
43.2K
$955K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
38K+ 2.71% |
$832K - $867K
|
1.44M
$31.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.9KNew |
$809K - $843K
|
36.9K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.8KNew |
$674K - $702K
|
30.8K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.4KNew |
$667K - $695K
|
30.4K
$673K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
30.2KNew |
$662K - $690K
|
30.2K
$668K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
29.9K+ 27.85% |
$656K - $683K
|
137K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.3KNew |
$445K - $464K
|
20.3K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 25.21% |
$386K - $402K
|
87.5K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6KNew |
$321K - $334K
|
14.6K
$324K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1K+ 18.86% |
$266K - $277K
|
76.5K
$1.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.3K+ 98.87% |
$226K - $235K
|
20.7K
$458K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.11KNew |
$200K - $208K
|
9.11K
$202K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.74K+ 67.11% |
$170K - $177K
|
19.3K
$426K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.61K+ 259.73% |
$167K - $174K
|
10.5K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.86K+ 150.52% |
$150K - $157K
|
11.4K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.78K+ 34.43% |
$149K - $155K
|
26.5K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.73K+ 4.85% |
$147K - $154K
|
145K
$3.22M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.53K+ 17.91% |
$143K - $149K
|
43K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.17K+ 42.74% |
$135K - $141K
|
20.6K
$456K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.69KNew |
$103K - $107K
|
4.69K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.2KNew |
$92.1K - $95.9K
|
4.2K
$92.9K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 4.59% |
$86K - $89.6K
|
89.4K
$1.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.76KNew |
$82.4K - $85.8K
|
3.76K
$83.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.6K+ 59.03% |
$78.9K - $82.2K
|
9.7K
$215K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.44KNew |
$75.3K - $78.4K
|
3.44K
$76K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.37KNew |
$73.8K - $76.8K
|
3.37K
$74.5K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.89K+ 46.37% |
$63.3K - $65.9K
|
9.11K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.2K+ 22.24% |
$48.2K - $50.2K
|
12.1K
$267K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.78K+ 18.66% |
$39.1K - $40.7K
|
11.3K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.55K+ 168.12% |
$33.9K - $35.3K
|
2.46K
$54.5K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.35KNew |
$29.5K - $30.7K
|
1.35K
$29.8K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.17KNew |
$25.6K - $26.7K
|
1.17K
$25.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.07KNew |
$23.4K - $24.4K
|
1.07K
$23.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
735+ 3.35% |
$16.1K - $16.8K
|
22.7K
$501K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
556+ 15.08% |
$12.2K - $12.7K
|
4.24K
$93.9K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$11K - $11.4K
|
500
$11.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 0.36% |
$285 - $297
|
3.67K
$81.1K
|