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 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.58K+ 3.81% |
$106K - $110K
|
125K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.7K+ 19.4% |
$85.7K - $88.9K
|
22.8K
$545K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.48K+ 8.07% |
$80.5K - $83.5K
|
46.6K
$1.11M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.33K+ 2.21% |
$77.1K - $80K
|
154K
$3.68M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.95KNew |
$68.3K - $70.8K
|
2.95K
$70.5K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.91K+ 30.12% |
$67.4K - $69.9K
|
12.6K
$301K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.91K+ 7.84% |
$67.3K - $69.7K
|
39.9K
$955K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.78K+ 4.52% |
$64.4K - $66.8K
|
64.3K
$1.54M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.63K+ 7.02% |
$60.9K - $63.2K
|
40.1K
$958K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.54K+ 1.75% |
$58.7K - $60.9K
|
148K
$3.54M
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.32K+ 1.53% |
$53.8K - $55.8K
|
154K
$3.69M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.14KNew |
$49.4K - $51.3K
|
2.14K
$51K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.67K+ 31.71% |
$38.5K - $40K
|
6.92K
$165K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.63K+ 7.54% |
$37.6K - $39K
|
23.2K
$554K
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.57K+ 5.85% |
$36.4K - $37.7K
|
28.4K
$680K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.57K+ 6.48% |
$36.3K - $37.7K
|
25.8K
$617K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.38KNew |
$31.8K - $33K
|
1.38K
$32.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 18.03% |
$31.6K - $32.8K
|
8.95K
$214K
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.3K+ 3.02% |
$30K - $31.1K
|
44.2K
$1.06M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26KNew |
$29.2K - $30.3K
|
1.26K
$30.2K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.12K+ 45.19% |
$25.9K - $26.8K
|
3.59K
$85.8K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
900+ 1.52% |
$20.8K - $21.6K
|
60.2K
$1.44M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
826New |
$19.1K - $19.8K
|
826
$19.7K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
800+ 3.7% |
$18.5K - $19.2K
|
22.4K
$536K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
779+ 2.39% |
$18K - $18.7K
|
33.3K
$797K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
737+ 1.71% |
$17.1K - $17.7K
|
43.7K
$1.05M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
560+ 29.02% |
$13K - $13.4K
|
2.49K
$59.5K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
438+ 3.48% |
$10.1K - $10.5K
|
13K
$311K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
418+ 1.67% |
$9.68K - $10K
|
25.5K
$609K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
261+ 0.56% |
$6.04K - $6.27K
|
46.9K
$1.12M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128New |
$2.96K - $3.07K
|
128
$3.06K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
68+ 0.61% |
$1.57K - $1.63K
|
11.2K
$267K
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
53+ 0.39% |
$1.23K - $1.27K
|
13.7K
$326K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 0.6% |
$995 - $1.03K
|
7.16K
$171K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$556 - $576
|
24
$574
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.18% |
$532 - $552
|
12.7K
$305K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11- 0.06% |
$255 - $264
|
19.2K
$458K
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-28- 0.13% |
$648 - $672
|
20.9K
$499K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-145- 0.56% |
$3.36K - $3.48K
|
25.9K
$619K
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-230- 0.54% |
$5.32K - $5.52K
|
42.6K
$1.02M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-262- 1.26% |
$6.07K - $6.29K
|
20.5K
$490K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-388- 1.38% |
$8.98K - $9.32K
|
27.7K
$663K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-560- 4.62% |
$13K - $13.4K
|
11.6K
$277K
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.04K- 0.55% |
$24.1K - $25K
|
189K
$4.53M
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.52K- 15.07% |
$35.1K - $36.4K
|
8.54K
$204K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.86K- 7.31% |
$43K - $44.6K
|
23.6K
$564K
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.89K- 1.08% |
$43.7K - $45.3K
|
173K
$4.14M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 21.26% |
$54.5K - $56.6K
|
8.73K
$209K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 6.82% |
$55.9K - $58K
|
33K
$789K
|