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 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.11K- 0.23% |
$49.3K - $50.5K
|
929K
$22.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.14K- 3.24% |
$50.1K - $51.3K
|
64K
$1.53M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.24K- 8.09% |
$52.5K - $53.7K
|
25.5K
$610K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.5K- 3.06% |
$58.4K - $59.8K
|
79.2K
$1.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.73K- 10.7% |
$63.8K - $65.3K
|
22.8K
$544K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.75K- 6.14% |
$64.2K - $65.7K
|
41.9K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.8K- 20.52% |
$65.5K - $67.1K
|
10.9K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.89K- 12.7% |
$67.6K - $69.2K
|
19.9K
$475K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 7.65% |
$74.5K - $76.3K
|
38.5K
$920K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.99K- 2.83% |
$117K - $119K
|
171K
$4.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6.03K- 4.08% |
$141K - $144K
|
142K
$3.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.56K- 1.0% |
$177K - $181K
|
746K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-8.5KClosed |
$199K - $203K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.95KClosed |
$209K - $214K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3K- 3.03% |
$241K - $246K
|
330K
$7.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-11.6K- 49.31% |
$272K - $278K
|
12K
$286K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16.5K- 27.4% |
$387K - $396K
|
43.8K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.1K- 1.7% |
$400K - $410K
|
987K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-20K- 1.64% |
$469K - $480K
|
1.2M
$28.8M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32.8K- 52.37% |
$766K - $784K
|
29.8K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.5K- 32.41% |
$783K - $801K
|
69.8K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.2K- 24.49% |
$870K - $891K
|
115K
$2.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-49.5K- 30.26% |
$1.16M - $1.19M
|
114K
$2.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.2K- 12.39% |
$1.76M - $1.8M
|
532K
$12.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.6K- 18.31% |
$2.16M - $2.22M
|
413K
$9.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.69M- 39.28% |
$39.5M - $40.4M
|
2.61M
$62.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.23M- 91.75% |
$52.1M - $53.4M
|
200K
$4.79M
|