Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
20.1K+ 17.4% |
$463K - $474K
|
135K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.4KNew |
$448K - $459K
|
19.4K
$465K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
19K+ 1.82% |
$438K - $448K
|
1.06M
$25.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
18.1K+ 7.57% |
$418K - $428K
|
257K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.1K+ 23.09% |
$418K - $427K
|
96.5K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
17.9KNew |
$414K - $423K
|
17.9K
$429K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.3K+ 80.05% |
$354K - $362K
|
34.5K
$825K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
15.3KNew |
$352K - $360K
|
15.3K
$365K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
14.1KNew |
$325K - $332K
|
14.1K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.9K+ 18.83% |
$320K - $327K
|
87.4K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.3K+ 17.26% |
$307K - $314K
|
90.4K
$2.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.2K+ 50.45% |
$304K - $311K
|
39.4K
$941K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
12.8K+ 53.65% |
$296K - $302K
|
36.7K
$878K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$290K - $297K
|
12.6K
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
12.4KNew |
$285K - $292K
|
12.4K
$295K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.5K+ 22.08% |
$264K - $271K
|
63.4K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.4K+ 6.68% |
$263K - $269K
|
182K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.3K+ 1.52% |
$260K - $266K
|
752K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10.9KNew |
$252K - $258K
|
10.9K
$261K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
10.9KNew |
$251K - $257K
|
10.9K
$260K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 85.12% |
$251K - $257K
|
23.7K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.7KNew |
$248K - $253K
|
10.7K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.7KNew |
$246K - $252K
|
10.7K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.6K+ 9.33% |
$245K - $251K
|
125K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.6K+ 23.55% |
$245K - $251K
|
55.8K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
10.6KNew |
$244K - $250K
|
10.6K
$253K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.2KNew |
$236K - $242K
|
10.2K
$245K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.1KNew |
$232K - $237K
|
10.1K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.58K+ 1.93% |
$221K - $226K
|
506K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
9.31K+ 10.12% |
$215K - $220K
|
101K
$2.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.3K+ 1.82% |
$215K - $219K
|
519K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.25K+ 35.27% |
$213K - $218K
|
35.5K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.99K+ 68.39% |
$207K - $212K
|
22.1K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.84K+ 23.46% |
$204K - $209K
|
46.5K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.81K+ 46.51% |
$180K - $184K
|
24.6K
$588K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.97K+ 5.28% |
$161K - $164K
|
139K
$3.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.49K+ 14.55% |
$150K - $153K
|
51K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.41K+ 42.11% |
$148K - $151K
|
21.6K
$518K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.41K+ 15.47% |
$148K - $151K
|
47.9K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 24.15% |
$147K - $151K
|
32.9K
$786K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.38K+ 5.03% |
$147K - $150K
|
133K
$3.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.3K+ 3.81% |
$145K - $149K
|
172K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.28K+ 31.56% |
$145K - $148K
|
26.2K
$625K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.11K+ 6.05% |
$141K - $144K
|
107K
$2.56M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.93K+ 15.02% |
$137K - $140K
|
45.4K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.58K+ 19.08% |
$129K - $132K
|
34.8K
$833K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.27K+ 20.32% |
$122K - $124K
|
31.2K
$746K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.25K+ 2.33% |
$121K - $124K
|
231K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.25KNew |
$121K - $124K
|
5.25K
$126K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.01K+ 10.82% |
$115K - $118K
|
51.3K
$1.23M
|