Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.49M+ 2388.67% |
$196M - $204M
|
8.84M
$211M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.45MNew |
$33.5M - $34.8M
|
1.45M
$34.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
783K+ 105.89% |
$18.1M - $18.8M
|
1.52M
$36.4M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
694K+ 513.09% |
$16.1M - $16.7M
|
830K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
591K+ 61.16% |
$13.7M - $14.2M
|
1.56M
$37.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
476K+ 12.41% |
$11M - $11.4M
|
4.31M
$103M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
453K+ 51.77% |
$10.5M - $10.9M
|
1.33M
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
434K+ 55.01% |
$10M - $10.4M
|
1.22M
$29.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
412K+ 42.8% |
$9.54M - $9.89M
|
1.37M
$32.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
321K+ 4277.35% |
$7.42M - $7.7M
|
328K
$7.84M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
281KNew |
$6.51M - $6.75M
|
281K
$6.72M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
242K+ 62.25% |
$5.61M - $5.82M
|
632K
$15.1M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
213K+ 275.53% |
$4.94M - $5.13M
|
291K
$6.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
211K+ 15.21% |
$4.89M - $5.08M
|
1.6M
$38.3M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
200K+ 763.87% |
$4.63M - $4.81M
|
226K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
194K+ 24.89% |
$4.5M - $4.67M
|
976K
$23.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 19.24% |
$3.84M - $3.98M
|
1.03M
$24.6M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
166K+ 7.31% |
$3.83M - $3.97M
|
2.43M
$58.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
163K+ 7.21% |
$3.77M - $3.91M
|
2.42M
$58M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 16.74% |
$3.33M - $3.46M
|
1M
$24M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
135KNew |
$3.13M - $3.24M
|
135K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
114KNew |
$2.65M - $2.75M
|
114K
$2.74M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
105K+ 25.62% |
$2.43M - $2.52M
|
514K
$12.3M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
103KNew |
$2.39M - $2.48M
|
103K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
97.9KNew |
$2.27M - $2.35M
|
97.9K
$2.34M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
89.5K+ 12.58% |
$2.07M - $2.15M
|
801K
$19.1M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
88.2K+ 144.35% |
$2.04M - $2.12M
|
149K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.5K+ 16.63% |
$2M - $2.08M
|
607K
$14.5M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
82.8K+ 188.93% |
$1.92M - $1.99M
|
127K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.4K+ 30.39% |
$1.88M - $1.95M
|
349K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
71.6K+ 14.39% |
$1.66M - $1.72M
|
569K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.6K+ 430.91% |
$1.63M - $1.69M
|
86.9K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.7K+ 168.91% |
$1.52M - $1.58M
|
105K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.5KNew |
$1.49M - $1.55M
|
64.5K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.5K+ 1229.46% |
$1.42M - $1.48M
|
66.5K
$1.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.2K+ 13.0% |
$1.35M - $1.4M
|
506K
$12.1M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
54.8KNew |
$1.27M - $1.32M
|
54.8K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
49.1K+ 482.7% |
$1.14M - $1.18M
|
59.3K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
47.5K+ 4.88% |
$1.1M - $1.14M
|
1.02M
$24.4M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
47.3KNew |
$1.09M - $1.14M
|
47.3K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40KNew |
$925K - $960K
|
40K
$956K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38.6KNew |
$894K - $927K
|
38.6K
$923K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
38.2K+ 9.03% |
$884K - $916K
|
461K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3KNew |
$864K - $896K
|
37.3K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 35.2% |
$788K - $818K
|
131K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
33.9K+ 54.01% |
$784K - $813K
|
96.6K
$2.31M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
33.9KNew |
$784K - $813K
|
33.9K
$810K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33.8K+ 114.28% |
$783K - $813K
|
63.5K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
30.4K+ 4.63% |
$704K - $730K
|
688K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
29.8K+ 122.85% |
$690K - $715K
|
54.1K
$1.29M
|