Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.39MNew |
$27.5M - $29.2M
|
1.39M
$28.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.16M+ 153.88% |
$23M - $24.4M
|
1.92M
$39.3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
935KNew |
$18.5M - $19.7M
|
935K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
504K+ 5748.65% |
$9.97M - $10.6M
|
513K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
485K+ 40.56% |
$9.59M - $10.2M
|
1.68M
$34.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
447KNew |
$8.84M - $9.39M
|
447K
$9.17M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
350KNew |
$6.92M - $7.36M
|
350K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192K+ 24.07% |
$3.8M - $4.04M
|
992K
$20.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
184K+ 98.57% |
$3.63M - $3.86M
|
370K
$7.59M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
119K+ 172.31% |
$2.36M - $2.5M
|
188K
$3.86M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107KNew |
$2.12M - $2.26M
|
107K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 227.85% |
$2.04M - $2.16M
|
148K
$3.04M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
63.7K+ 21.97% |
$1.26M - $1.34M
|
354K
$7.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.2K+ 56.91% |
$973K - $1.03M
|
136K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
39.2K+ 127.59% |
$774K - $823K
|
69.9K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.8K+ 13.46% |
$669K - $711K
|
285K
$5.85M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.6K+ 64.65% |
$664K - $705K
|
85.5K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.3KNew |
$619K - $658K
|
31.3K
$643K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 209.1% |
$480K - $510K
|
35.9K
$735K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
19.9K+ 20.11% |
$394K - $419K
|
119K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 19.66% |
$358K - $381K
|
110K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.1KNew |
$357K - $380K
|
18.1K
$371K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.9KNew |
$275K - $292K
|
13.9K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$249K - $265K
|
12.6K
$259K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$240K - $255K
|
12.2K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10KNew |
$198K - $211K
|
10K
$206K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5K+ 25.8% |
$98.9K - $105K
|
24.4K
$501K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.19K+ 2.8% |
$82.9K - $88.1K
|
154K
$3.15M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.32K+ 1.83% |
$65.6K - $69.8K
|
185K
$3.79M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.71K+ 6.0% |
$53.6K - $57K
|
47.9K
$982K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 6.84% |
$47.1K - $50K
|
37.2K
$762K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.21K+ 4.91% |
$43.6K - $46.3K
|
47.1K
$967K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.02K+ 10.84% |
$39.9K - $42.4K
|
20.7K
$424K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.7K+ 6.37% |
$33.6K - $35.7K
|
28.4K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$29.9K - $31.7K
|
1.51K
$31K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.1KNew |
$21.7K - $23.1K
|
1.1K
$22.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
646+ 0.92% |
$12.8K - $13.6K
|
71.1K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 41.42% |
$6.92K - $7.35K
|
1.2K
$24.5K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
302+ 1.04% |
$5.97K - $6.35K
|
29.3K
$601K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
62New |
$1.23K - $1.3K
|
62
$1.27K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 0.74% |
$692 - $735
|
4.79K
$98.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7+ 0.03% |
$138 - $147
|
24.2K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-156- 0.64% |
$3.08K - $3.28K
|
24.3K
$499K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.34K- 76.31% |
$106K - $112K
|
1.66K
$34K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-47.6K- 30.62% |
$941K - $1M
|
108K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-239K- 64.1% |
$4.72M - $5.02M
|
134K
$2.74M
|