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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.19KNew |
$48.8K - $50.3K
|
2.19K
$49.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.12K+ 4.6% |
$47.3K - $48.9K
|
48.2K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 4.19% |
$34.1K - $35.2K
|
38K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.3K+ 1.47% |
$29K - $30K
|
89.8K
$2.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.16K+ 8.56% |
$25.8K - $26.7K
|
14.7K
$335K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.11KNew |
$24.8K - $25.6K
|
1.11K
$25.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
988+ 2.47% |
$22.1K - $22.8K
|
41K
$935K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
814New |
$18.2K - $18.8K
|
814
$18.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
727+ 0.46% |
$16.2K - $16.8K
|
158K
$3.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$13.4K - $13.8K
|
600
$13.7K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$13.4K - $13.8K
|
600
$13.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
554New |
$12.4K - $12.8K
|
554
$12.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
531New |
$11.9K - $12.2K
|
531
$12.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
505+ 0.25% |
$11.3K - $11.6K
|
206K
$4.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
425+ 1.61% |
$9.49K - $9.79K
|
26.8K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
390+ 0.68% |
$8.7K - $8.99K
|
57.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
339+ 1.05% |
$7.57K - $7.81K
|
32.6K
$744K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
280+ 0.64% |
$6.25K - $6.45K
|
44K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 7.91% |
$4.8K - $4.95K
|
2.93K
$66.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
45+ 0.41% |
$1K - $1.04K
|
10.9K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
44+ 0.36% |
$982 - $1.01K
|
12.2K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 1.05% |
$960 - $991
|
4.14K
$94.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-377- 0.5% |
$8.41K - $8.69K
|
75.3K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-512- 29.91% |
$11.4K - $11.8K
|
1.2K
$27.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.15K- 11.98% |
$25.6K - $26.4K
|
8.43K
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.22K- 0.85% |
$27.3K - $28.1K
|
142K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 1.93% |
$28K - $28.9K
|
63.9K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.68K- 3.93% |
$59.8K - $61.7K
|
65.5K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.73K- 2.87% |
$83.2K - $85.8K
|
126K
$2.88M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6.07K- 16.02% |
$135K - $140K
|
31.8K
$726K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73.6K- 29.53% |
$1.64M - $1.7M
|
176K
$4.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-109K- 89.3% |
$2.43M - $2.51M
|
13K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-247K- 84.66% |
$5.52M - $5.7M
|
44.8K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-284K- 11.64% |
$6.34M - $6.55M
|
2.16M
$49.2M
|