Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
847K+ 1790.69% |
$19.8M - $20.3M
|
894K
$21.4M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
619K+ 45.07% |
$14.5M - $14.8M
|
1.99M
$47.7M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
563K+ 13.06% |
$13.2M - $13.5M
|
4.87M
$117M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
475K+ 1019.04% |
$11.1M - $11.4M
|
521K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
369K+ 99.5% |
$8.64M - $8.84M
|
741K
$17.7M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
259K+ 37.46% |
$6.05M - $6.19M
|
949K
$22.7M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
224KNew |
$5.24M - $5.36M
|
224K
$5.35M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
206K+ 12.87% |
$4.82M - $4.93M
|
1.81M
$43.2M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
195K+ 12.51% |
$4.56M - $4.67M
|
1.75M
$41.9M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
187K+ 19.14% |
$4.37M - $4.47M
|
1.16M
$27.8M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
183K+ 211.21% |
$4.28M - $4.38M
|
270K
$6.45M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
170K+ 16.52% |
$3.97M - $4.06M
|
1.2M
$28.6M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
169K+ 51.46% |
$3.95M - $4.04M
|
497K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 10.84% |
$3.86M - $3.95M
|
1.69M
$40.3M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
156K+ 27.44% |
$3.65M - $3.74M
|
725K
$17.3M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
137KNew |
$3.2M - $3.28M
|
137K
$3.27M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
125K+ 5.15% |
$2.92M - $2.99M
|
2.55M
$61M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122K+ 14.66% |
$2.84M - $2.91M
|
951K
$22.7M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
116K+ 25.14% |
$2.71M - $2.77M
|
577K
$13.8M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
115KNew |
$2.7M - $2.76M
|
115K
$2.76M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 99.04% |
$2.65M - $2.71M
|
228K
$5.44M
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
113K+ 88.83% |
$2.63M - $2.69M
|
239K
$5.72M
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
97.1KNew |
$2.27M - $2.32M
|
97.1K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.4K+ 16.05% |
$2.04M - $2.09M
|
632K
$15.1M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
87.3K+ 64.6% |
$2.04M - $2.09M
|
222K
$5.32M
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
69.3K+ 13.47% |
$1.62M - $1.66M
|
584K
$14M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
58.4K+ 8.49% |
$1.37M - $1.4M
|
746K
$17.8M
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
56.9K+ 19.57% |
$1.33M - $1.36M
|
348K
$8.32M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.9K+ 4.21% |
$1.31M - $1.34M
|
1.38M
$33.1M
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54.2K+ 6.77% |
$1.27M - $1.3M
|
855K
$20.4M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53.1K+ 3.67% |
$1.24M - $1.27M
|
1.5M
$35.9M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.4K+ 49.15% |
$1.2M - $1.23M
|
156K
$3.73M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
48KNew |
$1.12M - $1.15M
|
48K
$1.15M
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
38.9K+ 307.45% |
$909K - $931K
|
51.5K
$1.23M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.5K+ 9.89% |
$807K - $826K
|
384K
$9.17M
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
31.9KNew |
$746K - $763K
|
31.9K
$762K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31.7K+ 9.61% |
$741K - $758K
|
361K
$8.64M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30.7K+ 4.86% |
$719K - $735K
|
662K
$15.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.8KNew |
$674K - $690K
|
28.8K
$689K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
28.7K+ 202.02% |
$672K - $687K
|
42.9K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.4KNew |
$664K - $680K
|
28.4K
$679K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.4K+ 42.53% |
$641K - $656K
|
91.9K
$2.2M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26.2KNew |
$612K - $626K
|
26.2K
$625K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 28.01% |
$570K - $583K
|
111K
$2.66M
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.2K+ 222.0% |
$519K - $531K
|
32.2K
$770K
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
21.7K+ 2.13% |
$508K - $520K
|
1.04M
$24.9M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
20.4KNew |
$476K - $487K
|
20.4K
$487K
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
19.2KNew |
$448K - $459K
|
19.2K
$458K
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17.9K+ 30.18% |
$419K - $429K
|
77.2K
$1.85M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
17.9K+ 14.31% |
$418K - $428K
|
143K
$3.41M
|