Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
397KNew |
$8.67M - $8.98M
|
397K
$9.06M
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
358K+ 35.19% |
$7.81M - $8.09M
|
1.37M
$31.4M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
348K+ 935.01% |
$7.6M - $7.87M
|
385K
$8.79M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
339K+ 96.71% |
$7.4M - $7.66M
|
689K
$15.7M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
208K+ 39.32% |
$4.54M - $4.7M
|
737K
$16.8M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
201K+ 15.5% |
$4.38M - $4.54M
|
1.5M
$34.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
152K+ 47.56% |
$3.31M - $3.43M
|
470K
$10.7M
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
146K+ 39.83% |
$3.18M - $3.3M
|
512K
$11.7M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
135K+ 12.85% |
$2.95M - $3.06M
|
1.19M
$27.1M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
132K+ 22.78% |
$2.89M - $3M
|
714K
$16.3M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
132K+ 293.93% |
$2.88M - $2.98M
|
177K
$4.03M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
114K+ 4.16% |
$2.5M - $2.59M
|
2.87M
$65.4M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
112K+ 839.29% |
$2.44M - $2.53M
|
125K
$2.86M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
98.3KNew |
$2.15M - $2.22M
|
98.3K
$2.24M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.3K+ 26.9% |
$1.97M - $2.04M
|
426K
$9.72M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86.8KNew |
$1.89M - $1.96M
|
86.8K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
82.3K+ 23.91% |
$1.8M - $1.86M
|
427K
$9.73M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.4KNew |
$1.71M - $1.77M
|
78.4K
$1.79M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
69.2K+ 287.7% |
$1.51M - $1.57M
|
93.3K
$2.13M
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
59.4K+ 206.02% |
$1.3M - $1.34M
|
88.2K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.7K+ 67.83% |
$1.13M - $1.17M
|
128K
$2.92M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49.9KNew |
$1.09M - $1.13M
|
49.9K
$1.14M
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$898K - $931K
|
41.1K
$939K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.4K+ 251.08% |
$860K - $892K
|
55.1K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
38.8KNew |
$848K - $878K
|
38.8K
$886K
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
35.3K+ 19.93% |
$771K - $798K
|
212K
$4.85M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.2KNew |
$747K - $774K
|
34.2K
$781K
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
32.6KNew |
$712K - $737K
|
32.6K
$744K
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
32.3KNew |
$705K - $730K
|
32.3K
$737K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
31.1K+ 2.83% |
$679K - $704K
|
1.13M
$25.8M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.6K+ 72.75% |
$603K - $625K
|
65.6K
$1.5M
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
26.8KNew |
$586K - $607K
|
26.8K
$612K
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
24.8K+ 17.49% |
$541K - $560K
|
166K
$3.8M
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$478K - $496K
|
21.9K
$500K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.6K+ 7.07% |
$385K - $399K
|
267K
$6.1M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
17.5KNew |
$381K - $395K
|
17.5K
$398K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.9KNew |
$368K - $381K
|
16.9K
$385K
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16.5K+ 9.46% |
$361K - $374K
|
191K
$4.36M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 1.99% |
$346K - $359K
|
814K
$18.6M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 62.23% |
$336K - $349K
|
40.2K
$917K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$301K - $312K
|
13.8K
$314K
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
12.8K+ 5.07% |
$279K - $289K
|
264K
$6.04M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
12.5KNew |
$272K - $282K
|
12.5K
$284K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.2K+ 3.72% |
$267K - $277K
|
342K
$7.8M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.6KNew |
$252K - $262K
|
11.6K
$264K
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.3K+ 7.4% |
$246K - $255K
|
163K
$3.73M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
11.1KNew |
$243K - $251K
|
11.1K
$254K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 6.1% |
$238K - $246K
|
189K
$4.32M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
9.85K+ 1.29% |
$215K - $223K
|
774K
$17.7M
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
9.66KNew |
$211K - $219K
|
9.66K
$221K
|