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 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.31% |
$254 - $260
|
3.61K
$86.3K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.07% |
$138 - $142
|
8.92K
$213K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.24% |
$46.1 - $47.2
|
830
$19.8K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-316- 0.69% |
$7.29K - $7.46K
|
45.7K
$1.09M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-342- 2.43% |
$7.89K - $8.07K
|
13.7K
$329K
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-400- 1.31% |
$9.23K - $9.44K
|
30.1K
$719K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-427- 14.47% |
$9.85K - $10.1K
|
2.52K
$60.3K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-528- 1.02% |
$12.2K - $12.5K
|
51K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-545- 2.14% |
$12.6K - $12.9K
|
24.9K
$597K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.08K- 5.19% |
$24.9K - $25.5K
|
19.7K
$472K
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.33K- 4.1% |
$30.6K - $31.3K
|
31K
$742K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.67K- 0.88% |
$38.5K - $39.4K
|
187K
$4.47M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.86K- 2.74% |
$42.8K - $43.8K
|
65.9K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.06K- 9.05% |
$47.5K - $48.6K
|
20.7K
$495K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 3.4% |
$61.6K - $63K
|
75.9K
$1.82M
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.19K- 1.85% |
$73.5K - $75.2K
|
169K
$4.03M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.23K- 8.04% |
$74.6K - $76.3K
|
37K
$884K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.35K- 1.82% |
$77.2K - $79K
|
180K
$4.31M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.92K- 11.85% |
$90.5K - $92.6K
|
29.2K
$697K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.14K- 5.08% |
$95.6K - $97.8K
|
77.5K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.21K- 9.32% |
$97.1K - $99.4K
|
40.9K
$979K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 13.75% |
$102K - $104K
|
27.7K
$661K
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.77K- 13.45% |
$133K - $136K
|
37.2K
$888K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.77K- 22.65% |
$156K - $160K
|
23.1K
$553K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.5K- 9.18% |
$243K - $249K
|
104K
$2.49M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 7.89% |
$249K - $255K
|
126K
$3.02M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-15.5K- 2.08% |
$358K - $366K
|
730K
$17.5M
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 6.11% |
$417K - $427K
|
278K
$6.65M
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-18.5K- 23.36% |
$427K - $436K
|
60.7K
$1.45M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18.8K- 1.25% |
$435K - $445K
|
1.48M
$35.5M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-20.1K- 19.44% |
$464K - $475K
|
83.4K
$1.99M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-28.3K- 95.04% |
$653K - $668K
|
1.48K
$35.4K
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-32K- 27.06% |
$738K - $755K
|
86.2K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.6K- 35.47% |
$752K - $769K
|
59.3K
$1.42M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-41.1K- 20.49% |
$947K - $969K
|
159K
$3.81M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.1K- 3.09% |
$1.2M - $1.23M
|
1.63M
$39.1M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-56.1K- 80.36% |
$1.29M - $1.32M
|
13.7K
$328K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.3K- 44.82% |
$1.46M - $1.49M
|
78K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-67.8K- 3.87% |
$1.56M - $1.6M
|
1.69M
$40.3M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-121K- 53.04% |
$2.79M - $2.85M
|
107K
$2.56M
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-161K- 70.04% |
$3.72M - $3.8M
|
68.9K
$1.65M
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-791K- 88.44% |
$18.2M - $18.7M
|
103K
$2.47M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.52M- 58.35% |
$35.2M - $36M
|
1.09M
$26M
|