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 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.6KNew |
$356K - $374K
|
15.6K
$373K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.6K+ 1.63% |
$356K - $373K
|
970K
$23.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.6K+ 126.22% |
$332K - $348K
|
26.1K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.5K+ 4.26% |
$331K - $347K
|
355K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
14KNew |
$320K - $336K
|
14K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.8KNew |
$315K - $330K
|
13.8K
$329K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
13.7K+ 26.57% |
$312K - $327K
|
65.1K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
13.6KNew |
$312K - $327K
|
13.6K
$326K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
13.5K+ 127.12% |
$307K - $322K
|
24.1K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$306K - $321K
|
13.4K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.4KNew |
$305K - $320K
|
13.4K
$320K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.7K+ 2.79% |
$291K - $305K
|
470K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12.5KNew |
$285K - $299K
|
12.5K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
12.4KNew |
$282K - $296K
|
12.4K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.3KNew |
$281K - $295K
|
12.3K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11KNew |
$251K - $263K
|
11K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11KNew |
$250K - $262K
|
11K
$262K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9KNew |
$248K - $260K
|
10.9K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$243K - $255K
|
10.7K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$242K - $254K
|
10.6K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10.1KNew |
$231K - $242K
|
10.1K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$230K - $241K
|
10.1K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.98KNew |
$228K - $239K
|
9.98K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.41K+ 66.81% |
$215K - $225K
|
23.5K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
9.29K+ 21.51% |
$212K - $222K
|
52.5K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.21KNew |
$210K - $220K
|
9.21K
$220K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
9.03KNew |
$206K - $216K
|
9.03K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9K+ 50.18% |
$206K - $215K
|
26.9K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
8.91K+ 2.41% |
$204K - $213K
|
378K
$9.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.76KNew |
$200K - $210K
|
8.76K
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.5KNew |
$194K - $203K
|
8.5K
$203K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.45KNew |
$193K - $202K
|
8.45K
$202K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.43K+ 7.88% |
$193K - $202K
|
115K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
8.38K+ 3.39% |
$191K - $201K
|
255K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.31K+ 25.29% |
$190K - $199K
|
41.2K
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.82K+ 17.31% |
$179K - $187K
|
53K
$1.27M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
7.59K+ 4.63% |
$173K - $182K
|
172K
$4.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
7.45K+ 7.35% |
$170K - $178K
|
109K
$2.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
6.9K+ 55.89% |
$158K - $165K
|
19.3K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.75K+ 17.58% |
$154K - $162K
|
45.1K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
6.7K+ 18.24% |
$153K - $160K
|
43.4K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.64K+ 21.26% |
$152K - $159K
|
37.8K
$905K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.56KNew |
$150K - $157K
|
6.56K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.32K+ 46.0% |
$144K - $151K
|
20.1K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.62K+ 17.12% |
$128K - $135K
|
38.5K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.57KNew |
$127K - $133K
|
5.57K
$133K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.46K+ 3.61% |
$125K - $131K
|
157K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.16KNew |
$118K - $124K
|
5.16K
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.1K+ 49.77% |
$116K - $122K
|
15.3K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.56K+ 8.93% |
$104K - $109K
|
55.6K
$1.33M
|