Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)

IBDS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q3 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
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
2.47M
+ 7667.57%
$57M - $58.3M
2.5M $59.8M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
419K
+ 21.02%
$9.67M - $9.89M
2.41M $57.7M
Nov 02, 2023 Q3 2023
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
357K
New
$8.23M - $8.42M
357K $8.53M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
261K
+ 49.13%
$6.02M - $6.16M
793K $19M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
231K
+ 19.21%
$5.33M - $5.45M
1.43M $34.3M
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
211K
New
$4.87M - $4.98M
211K $5.05M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
185K
+ 19.45%
$4.27M - $4.37M
1.14M $27.2M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
166K
+ 847.65%
$3.82M - $3.91M
185K $4.43M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
160K
+ 8.86%
$3.7M - $3.78M
1.97M $47M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
141K
+ 24.21%
$3.26M - $3.33M
725K $17.3M
Nov 09, 2023 Q3 2023
Arrow Financial Corp

BUY
 -
133K
+ 38.54%
$3.07M - $3.14M
478K $11.4M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
131K
+ 19.7%
$3.01M - $3.08M
793K $19M
Oct 17, 2023 Q3 2023
Howland Capital Management LLC

BUY
 -
105K
+ 203.63%
$2.42M - $2.48M
156K $3.74M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
97.4K
+ 9.87%
$2.25M - $2.3M
1.08M $25.9M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
86.3K
+ 7.21%
$1.99M - $2.04M
1.28M $30.7M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
79.9K
New
$1.84M - $1.89M
79.9K $1.91M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
74.1K
+ 11.72%
$1.71M - $1.75M
706K $16.9M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
70.3K
+ 26.05%
$1.62M - $1.66M
340K $8.13M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
68K
+ 5.85%
$1.57M - $1.6M
1.23M $29.4M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
65.4K
+ 29.42%
$1.51M - $1.54M
288K $6.88M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
53.3K
+ 34.13%
$1.23M - $1.26M
209K $5M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
52.5K
New
$1.21M - $1.24M
52.5K $1.26M
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
51.4K
New
$1.19M - $1.21M
51.4K $1.23M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
51.3K
New
$1.18M - $1.21M
51.3K $1.23M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
50.5K
+ 13.99%
$1.17M - $1.19M
412K $9.85M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
47.5K
+ 74.18%
$1.09M - $1.12M
111K $2.66M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
44.4K
+ 6.12%
$1.02M - $1.05M
770K $18.4M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
43.9K
+ 11.45%
$1.01M - $1.04M
427K $10.2M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
42.6K
+ 3.08%
$984K - $1.01M
1.43M $34.1M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
39.4K
+ 11.93%
$908K - $929K
369K $8.83M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
37.9K
+ 34.09%
$875K - $895K
149K $3.57M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
37.5K
+ 21.92%
$865K - $884K
208K $4.98M
Nov 01, 2023 Q3 2023
Sightline Wealth Advisors, LLC

BUY
 -
31.2K
New
$720K - $737K
31.2K $746K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
30.5K
+ 5.85%
$703K - $720K
552K $13.2M
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
29.6K
New
$682K - $698K
29.6K $707K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
27.1K
+ 2.86%
$626K - $640K
976K $23.3M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
27.1K
New
$625K - $639K
27.1K $648K
Oct 27, 2023 Q3 2023
Harbor Advisory Corp

BUY
 -
26.3K
New
$608K - $622K
26.3K $630K
Oct 31, 2023 Q3 2023
Lyell Wealth Management, LP

BUY
 -
25.6K
+ 17.97%
$592K - $605K
168K $4.03M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
24.6K
+ 2.64%
$567K - $580K
954K $22.8M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
24.4K
+ 31.54%
$562K - $575K
102K $2.43M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
24.1K
+ 4.17%
$555K - $568K
601K $14.4M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
22.7K
New
$524K - $536K
22.7K $543K
Nov 13, 2023 Q3 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
22.1K
+ 9.92%
$509K - $520K
244K $5.84M
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
21.8K
+ 15.36%
$503K - $514K
164K $3.91M
Oct 04, 2023 Q3 2023
Windsor Capital Management, LLC

BUY
 -
21.7K
New
$501K - $513K
21.7K $520K
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
21.5K
New
$496K - $508K
21.5K $514K
Oct 26, 2023 Q3 2023
Keeler T Homas Management LLC

BUY
 -
21.4K
+ 6.15%
$494K - $505K
369K $8.83M
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
20.5K
New
$474K - $485K
20.5K $491K

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