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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
182New |
$4.16K - $4.36K
|
182
$4.35K
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
142+ 1.33% |
$3.24K - $3.4K
|
10.8K
$259K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
124New |
$2.83K - $2.97K
|
124
$2.96K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
114+ 1.04% |
$2.6K - $2.73K
|
11K
$264K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 1.34% |
$2.24K - $2.35K
|
7.4K
$177K
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
86+ 0.75% |
$1.96K - $2.06K
|
11.5K
$275K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
77+ 0.37% |
$1.76K - $1.84K
|
20.6K
$493K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.21% |
$1.14K - $1.2K
|
23.7K
$567K
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
23+ 0.12% |
$525 - $551
|
19.8K
$473K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 1.36% |
$434 - $455
|
1.42K
$34K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.24% |
$45.7 - $47.9
|
832
$19.9K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 0.04% |
$411 - $431
|
45.4K
$1.09M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-25- 2.23% |
$571 - $599
|
1.1K
$26.3K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-200- 40.0% |
$4.57K - $4.79K
|
300
$7.17K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-249- 0.7% |
$5.69K - $5.96K
|
35.2K
$842K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-300- 0.88% |
$6.85K - $7.18K
|
33.7K
$806K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 1.25% |
$7.13K - $7.47K
|
24.6K
$589K
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-666- 1.49% |
$15.2K - $15.9K
|
44K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-762- 1.91% |
$17.4K - $18.2K
|
39.2K
$936K
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-965- 0.52% |
$22K - $23.1K
|
186K
$4.45M
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.09K- 43.08% |
$24.8K - $26K
|
1.44K
$34.3K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.14K- 31.54% |
$26K - $27.3K
|
2.47K
$59.1K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.38K- 31.7% |
$31.5K - $33K
|
2.97K
$70.9K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 3.07% |
$35.8K - $37.5K
|
49.5K
$1.18M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.71K- 5.79% |
$39.1K - $40.9K
|
27.8K
$666K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.91K- 5.16% |
$43.6K - $45.7K
|
35.1K
$839K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 0.86% |
$45.3K - $47.5K
|
229K
$5.47M
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.33K- 1.75% |
$53.1K - $55.7K
|
131K
$3.13M
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.89K- 1.86% |
$65.9K - $69.1K
|
152K
$3.63M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 4.38% |
$75.9K - $79.6K
|
72.6K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.75K- 18.14% |
$85.7K - $89.9K
|
16.9K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.76K- 2.98% |
$85.8K - $89.9K
|
122K
$2.93M
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.46K- 5.35% |
$102K - $107K
|
78.9K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.68K- 11.42% |
$107K - $112K
|
36.3K
$867K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.78K- 1.14% |
$132K - $138K
|
501K
$12M
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-6.53K- 5.37% |
$149K - $156K
|
115K
$2.75M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.94K- 8.9% |
$158K - $166K
|
71K
$1.7M
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-8.82K- 3.17% |
$201K - $211K
|
269K
$6.44M
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9.78K- 1.88% |
$223K - $234K
|
510K
$12.2M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.1K- 21.14% |
$231K - $242K
|
37.7K
$902K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.6K- 40.57% |
$242K - $254K
|
15.5K
$372K
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15.3K- 21.92% |
$349K - $366K
|
54.4K
$1.3M
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.1K- 14.04% |
$550K - $577K
|
147K
$3.53M
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32.1K- 51.25% |
$732K - $767K
|
30.5K
$729K
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-39.4K- 23.38% |
$900K - $944K
|
129K
$3.09M
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-44.3K- 64.28% |
$1.01M - $1.06M
|
24.6K
$589K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.4K- 58.06% |
$1.06M - $1.11M
|
33.5K
$801K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-46.8K- 5.9% |
$1.07M - $1.12M
|
746K
$17.8M
|