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 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
57.2K+ 265.97% |
$1.31M - $1.37M
|
78.7K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55K+ 118.25% |
$1.26M - $1.32M
|
102K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.2K+ 3.45% |
$1.17M - $1.23M
|
1.53M
$36.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.4K+ 52.21% |
$1.15M - $1.21M
|
147K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49.3KNew |
$1.12M - $1.18M
|
49.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48.9K+ 93.09% |
$1.12M - $1.17M
|
101K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
47.9K+ 28.46% |
$1.09M - $1.15M
|
216K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
46.7K+ 45.21% |
$1.07M - $1.12M
|
150K
$3.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.05M - $1.1M
|
45.8K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
43.4KNew |
$990K - $1.04M
|
43.4K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.1K+ 28.87% |
$984K - $1.03M
|
192K
$4.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
41.6K+ 26.6% |
$951K - $996K
|
198K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
37.4KNew |
$855K - $896K
|
37.4K
$895K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
36.8K+ 7.7% |
$840K - $881K
|
515K
$12.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.6KNew |
$836K - $877K
|
36.6K
$875K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
36K+ 14.0% |
$823K - $862K
|
293K
$7.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 2.49% |
$812K - $851K
|
1.46M
$35M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
33.9KNew |
$775K - $812K
|
33.9K
$811K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
32.3KNew |
$737K - $772K
|
32.3K
$771K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.3KNew |
$715K - $749K
|
31.3K
$749K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
30.4K+ 12.45% |
$695K - $728K
|
275K
$6.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.1K+ 529.23% |
$687K - $720K
|
35.8K
$855K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29.3K+ 23.5% |
$669K - $701K
|
154K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
28.4K+ 32.96% |
$649K - $681K
|
115K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28.2KNew |
$645K - $676K
|
28.2K
$675K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.7K+ 2.84% |
$632K - $663K
|
1M
$24M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.8K+ 195.44% |
$612K - $642K
|
40.5K
$969K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
26.2K+ 2.47% |
$598K - $627K
|
1.09M
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.1K+ 4.72% |
$595K - $624K
|
578K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
25.7KNew |
$587K - $615K
|
25.7K
$614K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.3K+ 111.31% |
$577K - $605K
|
48K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.5K+ 62.34% |
$560K - $587K
|
63.9K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
23.5KNew |
$536K - $562K
|
23.5K
$561K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
22.5KNew |
$513K - $538K
|
22.5K
$537K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.4KNew |
$512K - $537K
|
22.4K
$536K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 76.86% |
$512K - $537K
|
51.6K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 69.0% |
$492K - $516K
|
52.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20.9KNew |
$477K - $500K
|
20.9K
$499K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20.4K+ 114.52% |
$466K - $488K
|
38.2K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 22.12% |
$442K - $463K
|
107K
$2.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
18.5KNew |
$423K - $443K
|
18.5K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 30.49% |
$413K - $433K
|
77.4K
$1.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
17.9KNew |
$409K - $429K
|
17.9K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
17.4KNew |
$397K - $417K
|
17.4K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.3KNew |
$396K - $415K
|
17.3K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.3KNew |
$396K - $415K
|
17.3K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17KNew |
$388K - $407K
|
17K
$406K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.5K+ 37.54% |
$376K - $394K
|
60.3K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.5K+ 37.54% |
$376K - $394K
|
60.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
15.8KNew |
$361K - $379K
|
15.8K
$378K
|