Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
195KNew |
$4.31M - $4.45M
|
195K
$4.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 8.01% |
$3.26M - $3.37M
|
1.98M
$43.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.9K+ 383.71% |
$1.73M - $1.78M
|
98.3K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.9K+ 101.29% |
$1.7M - $1.76M
|
153K
$3.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.1K+ 167.03% |
$1.6M - $1.65M
|
115K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.2K+ 55.13% |
$1.07M - $1.1M
|
136K
$3M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
42.7K+ 62.82% |
$946K - $978K
|
111K
$2.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
41K+ 135.76% |
$908K - $939K
|
71.2K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
36.1K+ 20.43% |
$799K - $826K
|
213K
$4.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.8K+ 7.04% |
$637K - $659K
|
438K
$9.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.4K+ 80.71% |
$473K - $489K
|
47.8K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.3K+ 15.48% |
$471K - $487K
|
159K
$3.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.4K+ 112.17% |
$364K - $376K
|
31.1K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 23.61% |
$344K - $355K
|
81.2K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14.2KNew |
$313K - $324K
|
14.2K
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
13.2K+ 12.42% |
$293K - $303K
|
120K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9KNew |
$285K - $295K
|
12.9K
$285K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 16.65% |
$282K - $292K
|
89.3K
$1.98M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.6KNew |
$280K - $289K
|
12.6K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12.5KNew |
$277K - $287K
|
12.5K
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.1KNew |
$268K - $277K
|
12.1K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12KNew |
$265K - $274K
|
12K
$264K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 12.19% |
$253K - $261K
|
105K
$2.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
10.5KNew |
$232K - $240K
|
10.5K
$232K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.4KNew |
$230K - $238K
|
10.4K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.37K+ 82.1% |
$208K - $215K
|
20.8K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.37K+ 3.12% |
$208K - $215K
|
310K
$6.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.96K+ 43.47% |
$198K - $205K
|
29.6K
$654K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
8.07K+ 56.4% |
$179K - $185K
|
22.4K
$495K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.02K+ 38.77% |
$178K - $184K
|
28.7K
$636K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.66K+ 11.28% |
$170K - $175K
|
75.6K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 85.79% |
$89K - $92.1K
|
8.71K
$193K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.3K+ 87.79% |
$73.1K - $75.6K
|
7.06K
$156K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.03K+ 26.69% |
$67K - $69.3K
|
14.4K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.54K+ 4.58% |
$56.2K - $58.1K
|
58K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 2.76% |
$54.6K - $56.4K
|
91.9K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.14KNew |
$47.4K - $49K
|
2.14K
$47.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.83K+ 18.84% |
$40.5K - $41.9K
|
11.5K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.68K+ 3.92% |
$37.3K - $38.6K
|
44.7K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.54K+ 12.71% |
$34K - $35.2K
|
13.6K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.38K+ 3.75% |
$30.7K - $31.7K
|
38.3K
$847K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.3KNew |
$28.8K - $29.8K
|
1.3K
$28.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
658+ 6.24% |
$14.6K - $15.1K
|
11.2K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
601New |
$13.3K - $13.8K
|
601
$13.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$11.1K - $11.5K
|
500
$11.1K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
487+ 5.34% |
$10.8K - $11.2K
|
9.6K
$212K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
332+ 13.47% |
$7.35K - $7.6K
|
2.8K
$61.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
302+ 7.12% |
$6.69K - $6.92K
|
4.55K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
280New |
$6.2K - $6.41K
|
280
$6.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
127+ 1.39% |
$2.81K - $2.91K
|
9.24K
$204K
|