Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.3M+ 26.77% |
$29.8M - $31.2M
|
6.18M
$148M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.04MNew |
$23.8M - $25M
|
1.04M
$24.9M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
864KNew |
$19.7M - $20.7M
|
864K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
406K+ 28.32% |
$9.27M - $9.72M
|
1.84M
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400K+ 36.82% |
$9.15M - $9.59M
|
1.49M
$35.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
394K+ 16.31% |
$8.99M - $9.42M
|
2.81M
$67.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
347K+ 47.84% |
$7.92M - $8.3M
|
1.07M
$25.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
318K+ 228.87% |
$7.27M - $7.62M
|
457K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
252K+ 31.76% |
$5.75M - $6.03M
|
1.04M
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
251K+ 35.56% |
$5.74M - $6.01M
|
957K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
232K+ 18.83% |
$5.29M - $5.55M
|
1.46M
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
208K+ 72.1% |
$4.74M - $4.97M
|
495K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
204K+ 15.89% |
$4.66M - $4.88M
|
1.49M
$35.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
198K+ 218.44% |
$4.51M - $4.73M
|
288K
$6.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
191K+ 878.68% |
$4.36M - $4.57M
|
213K
$5.09M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
172KNew |
$3.94M - $4.12M
|
172K
$4.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
162K+ 145.28% |
$3.7M - $3.88M
|
273K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 8.2% |
$3.06M - $3.21M
|
1.77M
$42.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
131K+ 70.88% |
$3M - $3.15M
|
317K
$7.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
129KNew |
$2.95M - $3.09M
|
129K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
126K+ 4.69% |
$2.88M - $3.02M
|
2.82M
$67.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
120K+ 547.25% |
$2.74M - $2.87M
|
142K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
116K+ 55.14% |
$2.66M - $2.79M
|
327K
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112K+ 245.56% |
$2.56M - $2.69M
|
158K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 10.13% |
$2.51M - $2.63M
|
1.19M
$28.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
107KNew |
$2.44M - $2.56M
|
107K
$2.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
106K+ 101.3% |
$2.41M - $2.53M
|
210K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
99.5KNew |
$2.27M - $2.38M
|
99.5K
$2.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
96K+ 354.51% |
$2.19M - $2.3M
|
123K
$2.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
95.5KNew |
$2.18M - $2.29M
|
95.5K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
95.1KNew |
$2.17M - $2.28M
|
95.1K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
93.7KNew |
$2.14M - $2.24M
|
93.7K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90.6K+ 142.9% |
$2.07M - $2.17M
|
154K
$3.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
86.7KNew |
$1.98M - $2.08M
|
86.7K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
83.6KNew |
$1.91M - $2M
|
83.6K
$2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.5K+ 22.34% |
$1.88M - $1.98M
|
452K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
79.1K+ 77.88% |
$1.81M - $1.89M
|
181K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.7K+ 18.42% |
$1.8M - $1.88M
|
506K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.6K+ 762.46% |
$1.75M - $1.83M
|
86.7K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.4K+ 36.01% |
$1.72M - $1.8M
|
285K
$6.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
71.4KNew |
$1.63M - $1.71M
|
71.4K
$1.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71K+ 3.61% |
$1.62M - $1.7M
|
2.04M
$48.7M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.3K+ 6.19% |
$1.61M - $1.68M
|
1.21M
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
69.2K+ 11.52% |
$1.58M - $1.66M
|
670K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
67.1K+ 8.96% |
$1.53M - $1.61M
|
816K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64.3K+ 390.82% |
$1.47M - $1.54M
|
80.8K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.5KNew |
$1.45M - $1.52M
|
63.5K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
61.9KNew |
$1.41M - $1.48M
|
61.9K
$1.48M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
58.8KNew |
$1.34M - $1.41M
|
58.8K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
57.3K+ 94.39% |
$1.31M - $1.37M
|
118K
$2.82M
|