Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.12K+ 173.33% |
$69.9K - $72.5K
|
4.92K
$113K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.12K+ 173.33% |
$69.9K - $72.5K
|
4.92K
$113K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.88K+ 123.39% |
$64.4K - $66.8K
|
5.21K
$119K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
2.3K+ 11.48% |
$51.5K - $53.4K
|
22.3K
$510K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.17K+ 22.13% |
$48.5K - $50.3K
|
11.9K
$273K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.97K+ 89.64% |
$44.2K - $45.8K
|
4.17K
$95.4K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.75K+ 18.51% |
$39.3K - $40.7K
|
11.2K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 10.4% |
$38.9K - $40.3K
|
18.4K
$422K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.32KNew |
$29.6K - $30.7K
|
1.32K
$30.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.11KNew |
$24.9K - $25.9K
|
1.11K
$25.5K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
992New |
$22.2K - $23K
|
992
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
580+ 5.55% |
$13K - $13.5K
|
11K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
519+ 2.15% |
$11.6K - $12.1K
|
24.6K
$563K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
280+ 2.8% |
$6.27K - $6.5K
|
10.3K
$235K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
215New |
$4.82K - $4.99K
|
215
$4.92K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160New |
$3.59K - $3.72K
|
160
$3.66K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
76+ 0.57% |
$1.7K - $1.77K
|
13.5K
$309K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60New |
$1.34K - $1.39K
|
60
$1.37K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.44% |
$448 - $465
|
4.57K
$104K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.59% |
$247 - $256
|
1.86K
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-54- 0.37% |
$1.21K - $1.25K
|
14.6K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-257- 1.47% |
$5.76K - $5.97K
|
17.3K
$395K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-700- 4.76% |
$15.7K - $16.3K
|
14K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.45K- 6.21% |
$77.2K - $80K
|
52K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-90.5K- 47.51% |
$2.03M - $2.1M
|
100K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-141K- 47.67% |
$3.16M - $3.27M
|
155K
$3.54M
|