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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
17K+ 93.02% |
$407K - $419K
|
35.3K
$877K
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
16.8K+ 13.55% |
$401K - $413K
|
140K
$3.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
16.3K+ 6.89% |
$390K - $402K
|
253K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.8K+ 20.76% |
$378K - $390K
|
91.9K
$2.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
14.6KNew |
$350K - $361K
|
14.6K
$363K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$312K - $322K
|
13K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13KNew |
$312K - $321K
|
13K
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.9K+ 3.61% |
$308K - $318K
|
369K
$9.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.6K+ 124.19% |
$303K - $312K
|
22.8K
$567K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 91.52% |
$294K - $303K
|
25.7K
$638K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.1KNew |
$289K - $298K
|
12.1K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 401.72% |
$279K - $287K
|
14.6K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 15.34% |
$273K - $281K
|
85.6K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3K+ 70.54% |
$270K - $278K
|
27.3K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.8KNew |
$258K - $266K
|
10.8K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 26.64% |
$258K - $266K
|
51.2K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.2K+ 9.28% |
$244K - $252K
|
120K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.83K+ 8.29% |
$235K - $242K
|
128K
$3.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.38KNew |
$225K - $231K
|
9.38K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.8KNew |
$211K - $217K
|
8.8K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.76K+ 1.25% |
$210K - $216K
|
708K
$17.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
7.97K+ 9.76% |
$191K - $197K
|
89.6K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.75K+ 61.31% |
$162K - $167K
|
17.8K
$442K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.58K+ 38.24% |
$134K - $138K
|
20.2K
$501K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.45K+ 3.51% |
$130K - $134K
|
161K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.42K+ 11.09% |
$130K - $134K
|
54.3K
$1.35M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 33.36% |
$129K - $133K
|
21.6K
$537K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.28K+ 9.01% |
$126K - $130K
|
63.9K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.23K+ 57.1% |
$125K - $129K
|
14.4K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 39.09% |
$122K - $126K
|
18.1K
$451K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.99K+ 11.31% |
$119K - $123K
|
49.1K
$1.22M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.68K+ 34.62% |
$112K - $115K
|
18.2K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.68K+ 34.62% |
$112K - $115K
|
18.2K
$452K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
4.55K+ 1655.64% |
$109K - $112K
|
4.83K
$120K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.24K+ 6.48% |
$101K - $105K
|
69.7K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.07K+ 24.23% |
$97.4K - $100K
|
20.9K
$519K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.05K+ 23.37% |
$96.8K - $99.8K
|
21.4K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.2K+ 14.06% |
$76.6K - $78.9K
|
26K
$646K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.18K+ 1.21% |
$76.1K - $78.4K
|
266K
$6.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.09K+ 1.48% |
$74.1K - $76.3K
|
213K
$5.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.01K+ 0.33% |
$72.1K - $74.3K
|
908K
$22.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.54KNew |
$60.9K - $62.7K
|
2.54K
$63.2K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.34K+ 5.49% |
$56.1K - $57.8K
|
45K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.98K+ 6.45% |
$47.3K - $48.7K
|
32.6K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 11.53% |
$42.1K - $43.4K
|
17K
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 24.61% |
$40.7K - $42K
|
8.61K
$214K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.67K+ 1.16% |
$40.1K - $41.3K
|
146K
$3.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6KNew |
$38.3K - $39.5K
|
1.6K
$39.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.43KNew |
$34.1K - $35.2K
|
1.43K
$35.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$33.5K - $34.5K
|
1.4K
$34.8K
|