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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
29.7K+ 24.33% |
$688K - $714K
|
152K
$3.63M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
29.7K+ 9.89% |
$687K - $712K
|
330K
$7.88M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
25.8KNew |
$597K - $620K
|
25.8K
$617K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.7K+ 42.36% |
$549K - $570K
|
79.8K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 15.06% |
$533K - $553K
|
176K
$4.21M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
21.6K+ 31.02% |
$499K - $518K
|
91.1K
$2.18M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
21K+ 163.08% |
$485K - $503K
|
33.8K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$423K - $439K
|
18.3K
$437K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
16.9K+ 16.94% |
$391K - $405K
|
116K
$2.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.2KNew |
$376K - $389K
|
16.2K
$388K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
15.9K+ 3.26% |
$368K - $381K
|
504K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
15K+ 4.69% |
$348K - $361K
|
336K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 86.36% |
$341K - $354K
|
31.8K
$760K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$334K - $346K
|
14.4K
$345K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 2.69% |
$330K - $342K
|
545K
$13M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
14.2KNew |
$329K - $341K
|
14.2K
$340K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13.6K+ 9.08% |
$315K - $327K
|
164K
$3.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.4KNew |
$311K - $322K
|
13.4K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
13.3K+ 6.71% |
$307K - $319K
|
211K
$5.05M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
12.6KNew |
$293K - $304K
|
12.6K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12.5KNew |
$289K - $300K
|
12.5K
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$286K - $297K
|
12.4K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 7.84% |
$276K - $286K
|
164K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 1.6% |
$252K - $262K
|
690K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 14.19% |
$249K - $259K
|
86.7K
$2.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
10.3K+ 4.43% |
$239K - $248K
|
243K
$5.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
10KNew |
$232K - $240K
|
10K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
9.94KNew |
$230K - $239K
|
9.94K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
9.93KNew |
$230K - $238K
|
9.93K
$237K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.88K+ 428.46% |
$229K - $237K
|
12.2K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.76K+ 24.99% |
$226K - $234K
|
48.8K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.48K+ 13.13% |
$219K - $228K
|
81.7K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.05K+ 14.53% |
$209K - $217K
|
71.3K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.01K+ 7.77% |
$208K - $216K
|
125K
$2.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.92KNew |
$206K - $214K
|
8.92K
$213K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.91KNew |
$206K - $214K
|
8.91K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.5KNew |
$197K - $204K
|
8.5K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.5KNew |
$197K - $204K
|
8.5K
$203K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8K+ 31.13% |
$185K - $192K
|
33.7K
$806K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7.7K+ 3.73% |
$178K - $185K
|
214K
$5.12M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.9K+ 10.08% |
$160K - $166K
|
75.4K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.79K+ 13.68% |
$157K - $163K
|
56.5K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.72KNew |
$155K - $161K
|
6.72K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
5.98K+ 16.75% |
$138K - $144K
|
41.7K
$997K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.71K+ 5.79% |
$132K - $137K
|
104K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.67K+ 16.74% |
$131K - $136K
|
39.5K
$945K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.17K+ 20.74% |
$120K - $124K
|
30.1K
$720K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
5K+ 0.67% |
$116K - $120K
|
753K
$18M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
4.83K+ 2.69% |
$112K - $116K
|
184K
$4.41M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.74K+ 91.99% |
$110K - $114K
|
9.89K
$237K
|