Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
974KNew |
$23.8M - $24.4M
|
974K
$24.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
953K+ 1194.29% |
$23.3M - $23.9M
|
1.03M
$25.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
611KNew |
$14.9M - $15.3M
|
611K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
579K+ 177.55% |
$14.1M - $14.5M
|
905K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
383K+ 46.22% |
$9.36M - $9.62M
|
1.21M
$30.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
377K+ 117.22% |
$9.22M - $9.47M
|
700K
$17.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
330K+ 555.62% |
$8.05M - $8.27M
|
389K
$9.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
319K+ 18.61% |
$7.8M - $8.01M
|
2.03M
$50.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
257K+ 1258.62% |
$6.27M - $6.44M
|
277K
$6.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
203K+ 14.21% |
$4.97M - $5.1M
|
1.63M
$40.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
143KNew |
$3.5M - $3.6M
|
143K
$3.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
123K+ 103.12% |
$2.99M - $3.08M
|
241K
$6.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
118K+ 39.1% |
$2.89M - $2.97M
|
421K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
98K+ 381.24% |
$2.39M - $2.46M
|
124K
$3.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
88.6K+ 4.86% |
$2.16M - $2.22M
|
1.91M
$47.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.2K+ 45.75% |
$1.98M - $2.04M
|
259K
$6.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
65.1K+ 23.78% |
$1.59M - $1.63M
|
339K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60.3K+ 380.62% |
$1.47M - $1.51M
|
76.2K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.9K+ 10.11% |
$1.46M - $1.5M
|
653K
$16.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
53K+ 28.84% |
$1.29M - $1.33M
|
237K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.7K+ 5.31% |
$1.26M - $1.3M
|
1.03M
$25.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
51.2K+ 26.83% |
$1.25M - $1.28M
|
242K
$6.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.5K+ 9.72% |
$1.21M - $1.24M
|
559K
$13.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38K+ 93.58% |
$927K - $953K
|
78.5K
$1.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30.1K+ 119.58% |
$736K - $756K
|
55.3K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
26.2K+ 196.87% |
$640K - $658K
|
39.5K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9K+ 7.46% |
$583K - $599K
|
344K
$8.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
23.8K+ 2.78% |
$582K - $598K
|
881K
$21.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.2K+ 6.01% |
$493K - $507K
|
356K
$8.87M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
19.5KNew |
$476K - $489K
|
19.5K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$476K - $489K
|
19.5K
$485K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
19.3K+ 6.51% |
$472K - $485K
|
316K
$7.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
19.3K+ 1.95% |
$472K - $485K
|
1.01M
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$472K - $485K
|
19.3K
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
19.2K+ 10.1% |
$470K - $483K
|
210K
$5.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
18.8KNew |
$459K - $471K
|
18.8K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.7K+ 32.58% |
$457K - $470K
|
76.1K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.5K+ 6.18% |
$452K - $464K
|
318K
$7.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.2K+ 32.51% |
$445K - $457K
|
74.3K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.1K+ 52.42% |
$442K - $454K
|
52.6K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.8K+ 16.5% |
$410K - $421K
|
118K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$390K - $401K
|
16K
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15.5K+ 8.18% |
$379K - $389K
|
205K
$5.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.6KNew |
$356K - $366K
|
14.6K
$363K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
12.7KNew |
$310K - $319K
|
12.7K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
12.1K+ 3.86% |
$297K - $305K
|
326K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$269K - $276K
|
11K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 13.55% |
$263K - $270K
|
90.2K
$2.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.4K+ 7.18% |
$254K - $261K
|
155K
$3.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.78KNew |
$239K - $246K
|
9.78K
$243K
|