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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.72K+ 16.95% |
$40.2K - $41.2K
|
11.9K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.45K+ 6.46% |
$33.9K - $34.7K
|
23.9K
$571K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.39K+ 3.19% |
$32.6K - $33.4K
|
45.1K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.33K+ 6.92% |
$31K - $31.8K
|
20.5K
$490K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23K+ 6.73% |
$28.7K - $29.4K
|
19.5K
$466K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08KNew |
$25.3K - $25.9K
|
1.08K
$25.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.06K+ 8.16% |
$24.9K - $25.4K
|
14.1K
$337K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
880+ 0.59% |
$20.6K - $21.1K
|
150K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
880+ 0.97% |
$20.6K - $21.1K
|
92K
$2.2M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
846+ 6.72% |
$19.8K - $20.3K
|
13.4K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
839+ 2.95% |
$19.6K - $20.1K
|
29.3K
$700K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
820+ 2.43% |
$19.2K - $19.6K
|
34.5K
$825K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
754+ 1.39% |
$17.6K - $18.1K
|
54.8K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
572+ 2.21% |
$13.4K - $13.7K
|
26.5K
$633K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
530New |
$12.4K - $12.7K
|
530
$12.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
409+ 1.59% |
$9.57K - $9.79K
|
26.2K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
300New |
$7.02K - $7.18K
|
300
$7.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
282+ 0.71% |
$6.6K - $6.75K
|
40.2K
$962K
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
102+ 0.91% |
$2.39K - $2.44K
|
11.3K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.34K - $2.39K
|
100
$2.39K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.27% |
$2.11K - $2.15K
|
33.1K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68+ 0.95% |
$1.59K - $1.63K
|
7.23K
$173K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.27% |
$819 - $838
|
12.8K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 0.95% |
$304 - $311
|
1.39K
$33.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.31% |
$257 - $263
|
3.6K
$86.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$211 - $215
|
12.4K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.63% |
$187 - $192
|
1.27K
$30.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.07% |
$140 - $144
|
8.91K
$213K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.24% |
$46.8 - $47.9
|
828
$19.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-34- 0.29% |
$795 - $814
|
11.5K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-43- 0.21% |
$1.01K - $1.03K
|
20.8K
$498K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-117- 0.27% |
$2.74K - $2.8K
|
42.5K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-375- 2.6% |
$8.77K - $8.98K
|
14.1K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-430- 1.42% |
$10.1K - $10.3K
|
29.9K
$715K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-617- 0.33% |
$14.4K - $14.8K
|
184K
$4.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-690- 0.57% |
$16.1K - $16.5K
|
121K
$2.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-698- 3.41% |
$16.3K - $16.7K
|
19.8K
$473K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-709- 1.18% |
$16.6K - $17K
|
59.5K
$1.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-865- 0.46% |
$20.2K - $20.7K
|
189K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-873- 1.86% |
$20.4K - $20.9K
|
46K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-956- 2.87% |
$22.4K - $22.9K
|
32.4K
$774K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-980- 0.94% |
$22.9K - $23.5K
|
103K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.05K- 10.61% |
$24.6K - $25.1K
|
8.84K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.26K- 5.46% |
$29.6K - $30.3K
|
21.9K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.27K- 3.81% |
$29.8K - $30.5K
|
32.1K
$767K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.33K- 0.77% |
$31.1K - $31.8K
|
172K
$4.11M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.53K- 0.99% |
$35.8K - $36.7K
|
153K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.8K- 2.39% |
$42.1K - $43.1K
|
73.6K
$1.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.83K- 13.9% |
$42.7K - $43.7K
|
11.3K
$270K
|