Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
651K+ 3345.33% |
$15.6M - $16.1M
|
671K
$16.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
633K+ 52.22% |
$15.2M - $15.6M
|
1.85M
$45.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
531K+ 808.86% |
$12.7M - $13.1M
|
597K
$14.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
504KNew |
$12.1M - $12.4M
|
504K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
358K+ 157.68% |
$8.57M - $8.84M
|
585K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
295K+ 45.16% |
$7.05M - $7.27M
|
947K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
265K+ 78.3% |
$6.34M - $6.54M
|
603K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
250K+ 90.04% |
$5.97M - $6.16M
|
527K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
225K+ 57.91% |
$5.39M - $5.56M
|
614K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
203KNew |
$4.86M - $5M
|
203K
$5.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
202K+ 12.38% |
$4.84M - $4.99M
|
1.84M
$45.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
188K+ 77.99% |
$4.51M - $4.65M
|
430K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152K+ 571.67% |
$3.63M - $3.74M
|
178K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
138K+ 42.27% |
$3.3M - $3.4M
|
464K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 12.89% |
$3.17M - $3.27M
|
1.16M
$28.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 12.75% |
$3.15M - $3.25M
|
1.16M
$29M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
126K+ 15.35% |
$3.03M - $3.12M
|
950K
$23.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
87.1KNew |
$2.09M - $2.15M
|
87.1K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
85.9K+ 109.42% |
$2.06M - $2.12M
|
164K
$4.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
79.5K+ 143.84% |
$1.9M - $1.96M
|
135K
$3.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
74.5K+ 12.19% |
$1.78M - $1.84M
|
686K
$17.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
72.4K+ 3.79% |
$1.73M - $1.78M
|
1.98M
$49.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
71.9K+ 20.91% |
$1.72M - $1.77M
|
416K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
67.5K+ 16.03% |
$1.62M - $1.66M
|
488K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.1K+ 465.99% |
$1.56M - $1.61M
|
79.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.7K+ 6.64% |
$1.55M - $1.6M
|
1.04M
$25.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.2K+ 24.84% |
$1.54M - $1.58M
|
323K
$8.04M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60.2K+ 79.06% |
$1.44M - $1.49M
|
136K
$3.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.4K+ 58.54% |
$1.42M - $1.47M
|
161K
$4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
57.3KNew |
$1.37M - $1.41M
|
57.3K
$1.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
57.3KNew |
$1.37M - $1.41M
|
57.3K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.8KNew |
$1.36M - $1.4M
|
56.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43.3K+ 82.32% |
$1.04M - $1.07M
|
95.8K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
42.6K+ 107.76% |
$1.02M - $1.05M
|
82.1K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
38.8K+ 11.46% |
$929K - $958K
|
377K
$9.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
34.9KNew |
$836K - $862K
|
34.9K
$869K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.8KNew |
$666K - $686K
|
27.8K
$692K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.6K+ 3.14% |
$662K - $682K
|
909K
$22.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
26.6KNew |
$637K - $656K
|
26.6K
$662K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
25.4KNew |
$607K - $626K
|
25.4K
$631K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
24.3K+ 2.4% |
$582K - $600K
|
1.04M
$25.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.7K+ 9.34% |
$520K - $536K
|
254K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 6.82% |
$516K - $532K
|
338K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
21.5K+ 10.49% |
$515K - $530K
|
226K
$5.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 14.17% |
$512K - $528K
|
172K
$4.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
20.7KNew |
$495K - $510K
|
20.7K
$514K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
19.1KNew |
$456K - $470K
|
19.1K
$474K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.4K+ 49.26% |
$416K - $429K
|
52.7K
$1.31M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
17.2KNew |
$411K - $423K
|
17.2K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1KNew |
$410K - $422K
|
17.1K
$426K
|