Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
89KNew |
$2.2M - $2.2M
|
89K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
85.4K+ 39.54% |
$2.11M - $2.11M
|
302K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78.5KNew |
$1.93M - $1.94M
|
78.5K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77.2K+ 24.81% |
$1.9M - $1.91M
|
388K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
71.6K+ 119.3% |
$1.77M - $1.77M
|
132K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
70.9KNew |
$1.75M - $1.76M
|
70.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
69.9KNew |
$1.72M - $1.73M
|
69.9K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
69.8KNew |
$1.72M - $1.73M
|
69.8K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
68.1KNew |
$1.68M - $1.69M
|
68.1K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
67.9K+ 26.72% |
$1.67M - $1.68M
|
322K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
61.7KNew |
$1.52M - $1.53M
|
61.7K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
61.2KNew |
$1.51M - $1.51M
|
61.2K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
59.8K+ 431.62% |
$1.47M - $1.48M
|
73.6K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
55.6KNew |
$1.37M - $1.38M
|
55.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55.4KNew |
$1.37M - $1.37M
|
55.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
54.5K+ 112.79% |
$1.34M - $1.35M
|
103K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
54.3KNew |
$1.34M - $1.34M
|
54.3K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
54.2KNew |
$1.34M - $1.34M
|
54.2K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
50.9KNew |
$1.26M - $1.26M
|
50.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2KNew |
$1.24M - $1.24M
|
50.2K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
48.5K+ 713.49% |
$1.2M - $1.2M
|
55.3K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
44.5K+ 79.56% |
$1.1M - $1.1M
|
100K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
42.9K+ 3.16% |
$1.06M - $1.06M
|
1.4M
$0
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.3K+ 9.97% |
$1.02M - $1.02M
|
456K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
39KNew |
$962K - $966K
|
39K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35.4K+ 1208.67% |
$874K - $877K
|
38.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35.2K+ 11.3% |
$867K - $870K
|
346K
$0
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.5KNew |
$776K - $779K
|
31.5K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
29.9KNew |
$738K - $741K
|
29.9K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27.1KNew |
$669K - $671K
|
27.1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.9K+ 21.7% |
$662K - $665K
|
151K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26.6K+ 545.92% |
$655K - $657K
|
31.4K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.4K+ 89.69% |
$652K - $654K
|
55.9K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
26.4K+ 329.65% |
$651K - $654K
|
34.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 291.14% |
$643K - $646K
|
35K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
24.9K+ 127.9% |
$615K - $617K
|
44.4K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
23.9K+ 35.14% |
$590K - $592K
|
92K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.9KNew |
$589K - $591K
|
23.9K
$0
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22.1KNew |
$545K - $547K
|
22.1K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
21.3KNew |
$526K - $528K
|
21.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.3K+ 150.38% |
$524K - $526K
|
35.4K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$487K - $488K
|
19.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19KNew |
$468K - $470K
|
19K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18.8KNew |
$464K - $466K
|
18.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
18.6KNew |
$459K - $460K
|
18.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.2K+ 21.18% |
$424K - $426K
|
98.4K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.1KNew |
$423K - $424K
|
17.1K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16.7K+ 335.01% |
$411K - $413K
|
21.7K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
15.7KNew |
$388K - $389K
|
15.7K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 44.99% |
$384K - $386K
|
50.2K
$0
|