Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.07MNew |
$178M - $187M
|
8.07M
$184M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.62MNew |
$57.5M - $60.5M
|
2.62M
$59.7M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.01MNew |
$22.1M - $23.3M
|
1.01M
$23M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
333K+ 506.96% |
$7.32M - $7.7M
|
399K
$9.1M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
312KNew |
$6.87M - $7.22M
|
312K
$7.13M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
279K+ 147.41% |
$6.13M - $6.44M
|
468K
$10.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
203K+ 30.74% |
$4.46M - $4.69M
|
863K
$19.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
202KNew |
$4.44M - $4.66M
|
202K
$4.6M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
153K+ 383.56% |
$3.37M - $3.54M
|
193K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 112.69% |
$2.9M - $3.05M
|
249K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 17.95% |
$2.9M - $3.05M
|
866K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
122KNew |
$2.68M - $2.81M
|
122K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 21.77% |
$2.62M - $2.76M
|
668K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 54.01% |
$2.35M - $2.47M
|
305K
$6.96M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.9KNew |
$2.2M - $2.31M
|
99.9K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
94.8K+ 152.22% |
$2.09M - $2.19M
|
157K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.6K+ 28.95% |
$1.44M - $1.52M
|
292K
$6.67M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
61.9K+ 451.89% |
$1.36M - $1.43M
|
75.6K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.1K+ 46.16% |
$1.32M - $1.39M
|
190K
$4.34M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
56.6K+ 5.54% |
$1.24M - $1.31M
|
1.08M
$24.6M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
48.7K+ 16.77% |
$1.07M - $1.13M
|
339K
$7.74M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40KNew |
$880K - $925K
|
40K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
38.8KNew |
$854K - $898K
|
38.8K
$886K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
30K+ 37.15% |
$660K - $694K
|
111K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
24.9K+ 19.97% |
$548K - $576K
|
150K
$3.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
23.8KNew |
$524K - $551K
|
23.8K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22KNew |
$483K - $508K
|
22K
$501K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
19.9K+ 29.05% |
$438K - $461K
|
88.5K
$2.02M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$413K - $434K
|
18.8K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
17.6K+ 9.55% |
$387K - $407K
|
202K
$4.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15.4K+ 9.89% |
$338K - $355K
|
171K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14.6KNew |
$320K - $336K
|
14.6K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.5KNew |
$297K - $313K
|
13.5K
$309K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.2K+ 4.42% |
$289K - $304K
|
311K
$7.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 1.6% |
$271K - $285K
|
782K
$17.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$267K - $281K
|
12.2K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 7.74% |
$230K - $242K
|
146K
$3.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9K+ 309.38% |
$198K - $208K
|
11.9K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
8.82KNew |
$194K - $204K
|
8.82K
$201K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.3K+ 13.95% |
$161K - $169K
|
59.6K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.98K+ 3.95% |
$153K - $161K
|
184K
$4.19M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.68K+ 18.03% |
$147K - $154K
|
43.7K
$997K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.51K+ 8.14% |
$121K - $127K
|
73.2K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.74K+ 97.79% |
$104K - $109K
|
9.58K
$219K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.07K+ 2.99% |
$89.5K - $94.1K
|
140K
$3.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.5KNew |
$77K - $80.9K
|
3.5K
$79.9K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.36K+ 80.36% |
$74K - $77.8K
|
7.55K
$172K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.28K+ 43.09% |
$72K - $75.7K
|
10.9K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.41K+ 0.76% |
$52.9K - $55.6K
|
321K
$7.32M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.27K+ 19.1% |
$50K - $52.6K
|
14.2K
$323K
|