Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40New |
$966 - $1.01K
|
40
$995
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21New |
$507 - $529
|
21
$522
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.66% |
$242 - $252
|
1.53K
$38.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22- 0.2% |
$532 - $554
|
11K
$273K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-248- 1.01% |
$5.99K - $6.25K
|
24.2K
$603K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-535- 5.63% |
$12.9K - $13.5K
|
8.97K
$223K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-734- 6.6% |
$17.7K - $18.5K
|
10.4K
$258K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.01K- 1.62% |
$24.4K - $25.4K
|
61.1K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.08K- 8.33% |
$26.2K - $27.3K
|
11.9K
$297K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.17K- 0.95% |
$28.1K - $29.4K
|
122K
$3.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.36K- 0.75% |
$32.8K - $34.2K
|
181K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.38K- 19.84% |
$33.3K - $34.8K
|
5.58K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 8.46% |
$33.7K - $35.2K
|
15.1K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.3K- 76.29% |
$55.6K - $58K
|
715
$17.8K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.9K- 69.54% |
$70.1K - $73.1K
|
1.27K
$31.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 22.1% |
$81.3K - $84.8K
|
11.9K
$295K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3.58K- 10.97% |
$86.5K - $90.2K
|
29.1K
$722K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-8.36K- 30.02% |
$202K - $211K
|
19.5K
$484K
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-9.09K- 14.53% |
$220K - $229K
|
53.5K
$1.33M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-11.4K- 4.82% |
$276K - $288K
|
226K
$5.61M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-109K- 2.58% |
$2.64M - $2.75M
|
4.12M
$103M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-112K- 89.22% |
$2.7M - $2.82M
|
13.5K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.71M- 95.99% |
$186M - $194M
|
322K
$8.01M
|