Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
911K+ 3742.77% |
$18.3M - $19M
|
935K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
500K+ 337.55% |
$10M - $10.4M
|
649K
$13.3M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
293K+ 57.12% |
$5.88M - $6.1M
|
806K
$16.5M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
221K+ 162.74% |
$4.43M - $4.6M
|
357K
$7.32M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 63.69% |
$3.64M - $3.78M
|
467K
$9.57M
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
179K+ 1477.17% |
$3.6M - $3.73M
|
192K
$3.93M
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
158K+ 647.82% |
$3.17M - $3.29M
|
182K
$3.74M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
154KNew |
$3.08M - $3.2M
|
154K
$3.15M
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
101K+ 22.54% |
$2.02M - $2.1M
|
548K
$11.2M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
83.5KNew |
$1.67M - $1.74M
|
83.5K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.2K+ 8.39% |
$1.67M - $1.73M
|
1.08M
$22M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
52.2K+ 14.1% |
$1.05M - $1.09M
|
422K
$8.66M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.9KNew |
$1.02M - $1.06M
|
50.9K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
46.1K+ 13.04% |
$925K - $960K
|
400K
$8.2M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
45.3K+ 64.86% |
$909K - $943K
|
115K
$2.36M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.2K+ 4.52% |
$847K - $879K
|
978K
$20.1M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.7K+ 48.79% |
$837K - $868K
|
127K
$2.61M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.5K+ 11.58% |
$813K - $843K
|
391K
$8.01M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.5KNew |
$752K - $780K
|
37.5K
$769K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 70.32% |
$506K - $525K
|
61.1K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.3KNew |
$448K - $465K
|
22.3K
$458K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
21.8KNew |
$437K - $453K
|
21.8K
$447K
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
16.2KNew |
$325K - $337K
|
16.2K
$332K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.8K+ 10.26% |
$317K - $328K
|
170K
$3.48M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15KNew |
$301K - $312K
|
15K
$308K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$300K - $311K
|
14.9K
$306K
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
14.5K+ 1.04% |
$291K - $301K
|
1.4M
$28.8M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$256K - $266K
|
12.8K
$262K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.8K+ 24.95% |
$236K - $245K
|
58.9K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.55K+ 7.75% |
$171K - $178K
|
119K
$2.44M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.51K+ 9.16% |
$131K - $136K
|
77.6K
$1.59M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.26K+ 19.99% |
$126K - $130K
|
37.6K
$771K
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.16K+ 3.5% |
$83.5K - $86.6K
|
123K
$2.53M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.66KNew |
$73.4K - $76.1K
|
3.66K
$75K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.6K+ 28.56% |
$72.2K - $74.9K
|
16.2K
$332K
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.94K+ 6.15% |
$59.1K - $61.3K
|
50.8K
$1.04M
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.29K+ 16.43% |
$45.8K - $47.6K
|
16.2K
$332K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 3267.74% |
$40.6K - $42.2K
|
2.09K
$42.8K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.86K+ 0.1% |
$37.4K - $38.8K
|
1.92M
$39.4M
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.7K+ 0.9% |
$34.1K - $35.3K
|
190K
$3.9M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.53KNew |
$30.8K - $31.9K
|
1.53K
$31.5K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
475New |
$9.53K - $9.88K
|
475
$9.74K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
440+ 1.55% |
$8.83K - $9.16K
|
28.8K
$591K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
411+ 38.09% |
$8.24K - $8.55K
|
1.49K
$30.6K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54+ 1.13% |
$1.08K - $1.12K
|
4.84K
$99.2K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
8+ 0.73% |
$160 - $166
|
1.11K
$22.7K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-403- 33.72% |
$8.08K - $8.39K
|
792
$16.2K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-590- 2.43% |
$11.8K - $12.3K
|
23.6K
$485K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.78K- 9.71% |
$35.7K - $37K
|
16.5K
$339K
|