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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.82K+ 6.74% |
$40K - $42.1K
|
28.8K
$658K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.76K+ 3.96% |
$38.6K - $40.6K
|
46.1K
$1.05M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.64K+ 0.53% |
$36.1K - $38K
|
314K
$7.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.61K+ 6.5% |
$35.3K - $37.1K
|
26.3K
$601K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.26K+ 1.96% |
$27.6K - $29K
|
65.2K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.2K+ 234.38% |
$26.4K - $27.7K
|
1.71K
$39.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
584+ 28.9% |
$12.8K - $13.5K
|
2.61K
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
348+ 0.54% |
$7.65K - $8.05K
|
65.2K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
347+ 0.96% |
$7.63K - $8.02K
|
36.4K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
271+ 0.85% |
$5.96K - $6.27K
|
32.2K
$736K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 2.1% |
$1.23K - $1.29K
|
2.72K
$62K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$682 - $717
|
31
$707
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 0.66% |
$594 - $624
|
4.09K
$93.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-264- 2.8% |
$5.81K - $6.1K
|
9.15K
$209K
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.23K- 0.59% |
$26.9K - $28.3K
|
206K
$4.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.33K- 1.91% |
$29.2K - $30.7K
|
68.2K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 68.18% |
$33K - $34.7K
|
700
$16K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.1K- 1.59% |
$46.3K - $48.6K
|
130K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.68K- 4.45% |
$58.9K - $62K
|
57.5K
$1.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-3.7K- 2.52% |
$81.3K - $85.5K
|
143K
$3.26M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-11.3K- 35.31% |
$249K - $262K
|
20.7K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23.3K- 0.95% |
$512K - $538K
|
2.44M
$55.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-120K- 97.18% |
$2.65M - $2.78M
|
3.5K
$79.9K
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.72M- 95.63% |
$170M - $178M
|
353K
$8.05M
|