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 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
4.77K+ 1590.0% |
$110K - $113K
|
5.07K
$121K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.46K+ 15.68% |
$103K - $105K
|
32.9K
$786K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.41K+ 6.76% |
$102K - $104K
|
69.7K
$1.67M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.41K+ 347.4% |
$102K - $104K
|
5.68K
$136K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$100K - $103K
|
4.34K
$104K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.92K+ 9.49% |
$90.4K - $92.4K
|
45.2K
$1.08M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.87K+ 11.2% |
$89.2K - $91.2K
|
38.4K
$918K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.61K+ 40.08% |
$83.4K - $85.3K
|
12.6K
$302K
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.47K+ 3.58% |
$80.1K - $81.9K
|
101K
$2.41M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.24K+ 0.79% |
$74.8K - $76.6K
|
416K
$9.95M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.05K+ 20.7% |
$70.5K - $72.1K
|
17.8K
$426K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.04K+ 22.67% |
$70.2K - $71.8K
|
16.5K
$394K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.04K+ 22.67% |
$70.2K - $71.8K
|
16.5K
$394K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 11.13% |
$67.3K - $68.8K
|
29.1K
$696K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.66KNew |
$61.3K - $62.7K
|
2.66K
$63.5K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.5K+ 0.33% |
$57.6K - $58.9K
|
748K
$17.9M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.47K+ 12.68% |
$57K - $58.3K
|
22K
$525K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.39K+ 20.78% |
$55.1K - $56.3K
|
13.9K
$332K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.34K+ 5.58% |
$53.9K - $55.2K
|
44.3K
$1.06M
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.34K+ 23.88% |
$53.9K - $55.1K
|
12.1K
$290K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
2.17K+ 12.26% |
$50.1K - $51.3K
|
19.9K
$475K
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.15K+ 1.41% |
$49.6K - $50.8K
|
155K
$3.7M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.13K+ 15.85% |
$49.1K - $50.2K
|
15.6K
$372K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.11K+ 398.68% |
$48.7K - $49.9K
|
2.64K
$63.2K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 11.14% |
$46.1K - $47.2K
|
20K
$477K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.7K+ 8.3% |
$39.2K - $40.1K
|
22.2K
$531K
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.43K+ 3.73% |
$33.1K - $33.8K
|
39.9K
$955K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.34K+ 0.89% |
$30.8K - $31.5K
|
151K
$3.62M
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.29K+ 12.98% |
$29.8K - $30.4K
|
11.2K
$268K
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.27K+ 3.98% |
$29.3K - $29.9K
|
33.1K
$793K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
758+ 0.79% |
$17.5K - $17.9K
|
96.7K
$2.31M
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
751+ 1.31% |
$17.3K - $17.7K
|
57.9K
$1.38M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
690+ 1.16% |
$15.9K - $16.3K
|
60.2K
$1.44M
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
650+ 1.53% |
$15K - $15.3K
|
43.2K
$1.03M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
536New |
$12.4K - $12.6K
|
536
$12.8K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
500New |
$11.5K - $11.8K
|
500
$12K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
412+ 2.02% |
$9.5K - $9.72K
|
20.8K
$497K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
307+ 0.56% |
$7.08K - $7.25K
|
55.1K
$1.32M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
305New |
$7.04K - $7.2K
|
305
$7.29K
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
299+ 0.25% |
$6.9K - $7.06K
|
122K
$2.91M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
133+ 1.48% |
$3.07K - $3.14K
|
9.1K
$217K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
124New |
$2.86K - $2.93K
|
124
$2.96K
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
122+ 1.08% |
$2.81K - $2.88K
|
11.4K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
84+ 0.77% |
$1.94K - $1.98K
|
10.9K
$261K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 1.0% |
$1.66K - $1.7K
|
7.3K
$175K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64+ 0.22% |
$1.48K - $1.51K
|
28.9K
$690K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 0.15% |
$1.48K - $1.51K
|
43.9K
$1.05M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 0.15% |
$1.48K - $1.51K
|
43.9K
$1.05M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
39+ 0.18% |
$900 - $920
|
21.9K
$525K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14+ 1.01% |
$323 - $330
|
1.4K
$33.5K
|