Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 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 |
$8.86M - $9.26M
|
409K
$8.99M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
213KNew |
$4.62M - $4.83M
|
213K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 35.51% |
$3.46M - $3.61M
|
608K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
91.7K+ 3996.95% |
$1.99M - $2.08M
|
94K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83KNew |
$1.8M - $1.88M
|
83K
$1.82M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
82.5K+ 238.48% |
$1.79M - $1.87M
|
117K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.6K+ 411.25% |
$1.31M - $1.37M
|
75.4K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6KNew |
$1.29M - $1.35M
|
59.6K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.4K+ 365.66% |
$1.03M - $1.07M
|
60.4K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.7K+ 1049.69% |
$990K - $1.03M
|
50K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
40.8K+ 38.81% |
$885K - $924K
|
146K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.5K+ 168.33% |
$725K - $758K
|
53.3K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.4KNew |
$573K - $599K
|
26.4K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.1K+ 33.71% |
$480K - $501K
|
87.8K
$1.93M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
16.5K+ 3.56% |
$358K - $374K
|
480K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.3KNew |
$288K - $301K
|
13.3K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2KNew |
$244K - $255K
|
11.2K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$230K - $240K
|
10.6K
$233K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.68KNew |
$210K - $219K
|
9.68K
$213K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.16KNew |
$199K - $207K
|
9.16K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.18KNew |
$156K - $163K
|
7.18K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.99KNew |
$130K - $136K
|
5.99K
$132K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
5.94KNew |
$129K - $135K
|
5.94K
$131K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.89K+ 46.05% |
$62.6K - $65.4K
|
9.16K
$201K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 2.8% |
$51.1K - $53.4K
|
86.4K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.85KNew |
$40.1K - $41.9K
|
1.85K
$40.7K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62K+ 17.9% |
$35.2K - $36.8K
|
10.7K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
644+ 2.41% |
$14K - $14.6K
|
27.4K
$602K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
267+ 1.15% |
$5.79K - $6.05K
|
23.5K
$516K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
136New |
$2.95K - $3.08K
|
136
$2.99K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.3% |
$238 - $249
|
3.72K
$81.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-625- 0.33% |
$13.6K - $14.2K
|
191K
$4.21M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.8K- 13.57% |
$39K - $40.8K
|
11.5K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.3K- 60.19% |
$397K - $415K
|
12.1K
$266K
|