Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.3MNew |
$28.9M - $29.8M
|
1.3M
$29.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
593KNew |
$13.2M - $13.7M
|
593K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
411K+ 116.48% |
$9.17M - $9.47M
|
764K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 57.62% |
$8.59M - $8.86M
|
1.05M
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
339K+ 178.13% |
$7.56M - $7.8M
|
529K
$12.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249KNew |
$5.57M - $5.75M
|
249K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
183K+ 45.79% |
$4.07M - $4.21M
|
581K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 16.27% |
$3.14M - $3.25M
|
1.01M
$23.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
135K+ 73.66% |
$3.02M - $3.12M
|
319K
$7.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
134K+ 5.13% |
$3M - $3.1M
|
2.75M
$63.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
58.7K+ 29.08% |
$1.31M - $1.35M
|
260K
$5.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
58.5K+ 30.29% |
$1.31M - $1.35M
|
252K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.6K+ 11.03% |
$1.15M - $1.19M
|
519K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.2K+ 14.83% |
$1.01M - $1.04M
|
350K
$8.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
41.3K+ 37.25% |
$921K - $951K
|
152K
$3.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
37.2KNew |
$831K - $858K
|
37.2K
$855K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
36.2K+ 4.19% |
$808K - $834K
|
900K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.6KNew |
$749K - $774K
|
33.6K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
32.7K+ 22.4% |
$729K - $752K
|
178K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.9K+ 10.2% |
$711K - $734K
|
344K
$7.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
27.5K+ 18.38% |
$614K - $634K
|
177K
$4.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
26.8K+ 7.91% |
$599K - $618K
|
366K
$8.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
24.1KNew |
$537K - $555K
|
24.1K
$553K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.5KNew |
$502K - $518K
|
22.5K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
19.4K+ 1.8% |
$433K - $446K
|
1.1M
$25.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.4K+ 5.91% |
$410K - $424K
|
329K
$7.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17.7KNew |
$395K - $408K
|
17.7K
$406K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 2.15% |
$376K - $388K
|
799K
$18.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.9KNew |
$356K - $367K
|
15.9K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$350K - $362K
|
15.7K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 4.63% |
$332K - $342K
|
336K
$7.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14.5K+ 192.5% |
$324K - $335K
|
22.1K
$507K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$319K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.8K+ 9.83% |
$307K - $317K
|
154K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13.4K+ 4.28% |
$300K - $310K
|
327K
$7.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.2KNew |
$294K - $303K
|
13.2K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$257K - $265K
|
11.5K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.3KNew |
$253K - $261K
|
11.3K
$260K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
10KNew |
$223K - $230K
|
10K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
9.95K+ 0.99% |
$222K - $229K
|
1.02M
$23.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.21K+ 15.45% |
$206K - $212K
|
68.8K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.04K+ 49.64% |
$157K - $162K
|
21.2K
$487K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
5.05K+ 51.71% |
$113K - $116K
|
14.8K
$340K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.97K+ 20.85% |
$111K - $115K
|
28.8K
$662K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.76K+ 2.36% |
$106K - $110K
|
207K
$4.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.73K+ 39.74% |
$106K - $109K
|
16.6K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66K+ 2.14% |
$81.8K - $84.4K
|
174K
$4.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.95K+ 4.03% |
$65.9K - $68.1K
|
76.2K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.81K+ 12.77% |
$62.6K - $64.6K
|
24.8K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.21K+ 84.68% |
$49.2K - $50.8K
|
4.81K
$111K
|