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 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.29K- 8.99% |
$76.2K - $79K
|
33.3K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.32K- 20.05% |
$76.8K - $79.6K
|
13.2K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.44K- 59.82% |
$79.6K - $82.6K
|
2.31K
$55.3K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.15K- 5.28% |
$96.1K - $99.7K
|
74.4K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.55K- 5.76% |
$105K - $109K
|
74.4K
$1.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-7.72K- 5.95% |
$179K - $185K
|
122K
$2.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.6K- 3.56% |
$291K - $301K
|
340K
$8.14M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.3K- 5.26% |
$308K - $319K
|
239K
$5.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.7K- 17.17% |
$317K - $329K
|
66.1K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25.6K- 2.68% |
$593K - $615K
|
931K
$22.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-119K- 89.88% |
$2.76M - $2.86M
|
13.4K
$321K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-131K- 50.67% |
$3.02M - $3.14M
|
127K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-989K- 18.7% |
$22.9M - $23.8M
|
4.3M
$103M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8.47M- 95.8% |
$196M - $203M
|
371K
$8.88M
|