Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
505+ 15.37% |
$12.5K - $12.5K
|
3.79K
$0
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
418+ 0.47% |
$10.3K - $10.4K
|
89.4K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
278+ 0.29% |
$6.86K - $6.9K
|
97.6K
$0
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
238+ 0.12% |
$5.87K - $5.9K
|
196K
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
195New |
$4.81K - $4.84K
|
195
$0
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
93+ 0.68% |
$2.29K - $2.31K
|
13.9K
$0
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
80New |
$1.97K - $1.98K
|
80
$0
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
59New |
$1.46K - $1.46K
|
59
$0
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.68% |
$1.36K - $1.36K
|
8.19K
$0
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
48New |
$1.18K - $1.19K
|
48
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
29New |
$715 - $719
|
29
$0
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.99% |
$321 - $323
|
1.32K
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$271 - $273
|
11
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.01% |
$49.3 - $49.6
|
29.4K
$0
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-132- 25.88% |
$3.26K - $3.27K
|
378
$0
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-134- 0.87% |
$3.31K - $3.32K
|
15.3K
$0
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-165- 1.56% |
$4.07K - $4.09K
|
10.4K
$0
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-271- 2.16% |
$6.69K - $6.72K
|
12.3K
$0
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-380- 4.15% |
$9.37K - $9.43K
|
8.79K
$0
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-393- 2.46% |
$9.7K - $9.75K
|
15.6K
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-685- 7.48% |
$16.9K - $17K
|
8.47K
$0
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-719- 5.09% |
$17.7K - $17.8K
|
13.4K
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-760- 1.98% |
$18.7K - $18.9K
|
37.6K
$0
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-804- 6.44% |
$19.8K - $19.9K
|
11.7K
$0
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-869- 4.22% |
$21.4K - $21.6K
|
19.7K
$0
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.2K- 1.95% |
$29.7K - $29.8K
|
60.5K
$0
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.22K- 7.09% |
$30K - $30.1K
|
15.9K
$0
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 8.53% |
$36.7K - $36.9K
|
15.9K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.55K- 52.08% |
$38.3K - $38.5K
|
1.43K
$0
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 4.51% |
$61.9K - $62.3K
|
53.1K
$0
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.6K- 2.8% |
$64K - $64.4K
|
90.2K
$0
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-3K- 8.33% |
$74K - $74.4K
|
33K
$0
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-4.17K- 1.63% |
$103K - $103K
|
252K
$0
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.19K- 13.32% |
$103K - $104K
|
27.3K
$0
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.27K- 27.97% |
$130K - $131K
|
13.6K
$0
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.25K- 7.37% |
$179K - $180K
|
91.1K
$0
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-9.42K- 9.16% |
$232K - $234K
|
93.3K
$0
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-13K- 1.92% |
$321K - $323K
|
665K
$0
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16K- 41.04% |
$395K - $397K
|
23K
$0
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-18.3K- 16.64% |
$451K - $454K
|
91.7K
$0
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19.2K- 6.38% |
$474K - $477K
|
282K
$0
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.9K- 65.37% |
$959K - $965K
|
20.6K
$0
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.8K- 12.26% |
$1.33M - $1.34M
|
385K
$0
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-118K- 19.53% |
$2.9M - $2.92M
|
484K
$0
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-130K- 13.0% |
$3.21M - $3.23M
|
871K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130K- 6.66% |
$3.22M - $3.23M
|
1.83M
$0
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-327K- 90.63% |
$8.07M - $8.12M
|
33.8K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-368K- 47.91% |
$9.07M - $9.12M
|
400K
$0
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-688K- 96.73% |
$17M - $17.1M
|
23.3K
$0
|