Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
937KNew |
$21.2M - $21.8M
|
937K
$21.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160K+ 9.92% |
$3.63M - $3.73M
|
1.78M
$40.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
78.1KNew |
$1.77M - $1.82M
|
78.1K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
72.5K+ 59.01% |
$1.64M - $1.69M
|
195K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
61.8K+ 21.24% |
$1.4M - $1.44M
|
353K
$8.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.3K+ 90.53% |
$1.05M - $1.08M
|
97.4K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.6K+ 111.64% |
$986K - $1.01M
|
82.6K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
42.7KNew |
$965K - $992K
|
42.7K
$973K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
41.3KNew |
$934K - $960K
|
41.3K
$941K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
40.9K+ 94.97% |
$926K - $952K
|
84K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
35.8KNew |
$809K - $832K
|
35.8K
$815K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$750K - $771K
|
33.1K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.2K+ 5.84% |
$706K - $726K
|
566K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2K+ 16.06% |
$592K - $608K
|
189K
$4.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26KNew |
$589K - $605K
|
26K
$593K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.9K+ 28.72% |
$563K - $579K
|
112K
$2.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.9K+ 30.05% |
$563K - $578K
|
108K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2KNew |
$503K - $517K
|
22.2K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.7K+ 12.76% |
$491K - $505K
|
192K
$4.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.7K+ 15.45% |
$469K - $482K
|
155K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.3KNew |
$460K - $473K
|
20.3K
$464K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 104.21% |
$435K - $447K
|
37.6K
$858K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 20.61% |
$411K - $422K
|
106K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 88.76% |
$377K - $388K
|
35.5K
$809K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.8K+ 5.75% |
$359K - $369K
|
291K
$6.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15.6K+ 12.19% |
$354K - $364K
|
144K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.3K+ 68.25% |
$346K - $355K
|
37.6K
$858K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
14.9KNew |
$337K - $347K
|
14.9K
$340K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
13.4K+ 60.04% |
$303K - $312K
|
35.7K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 2.42% |
$300K - $308K
|
559K
$12.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12.3KNew |
$277K - $285K
|
12.3K
$280K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
11.9KNew |
$270K - $278K
|
11.9K
$272K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.7K+ 11.68% |
$264K - $272K
|
112K
$2.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.6K+ 42.73% |
$262K - $269K
|
38.6K
$881K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$235K - $242K
|
10.4K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.84K+ 4110.7% |
$200K - $206K
|
9.05K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.8K+ 1.27% |
$176K - $181K
|
622K
$14.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.65K+ 64.88% |
$150K - $155K
|
16.9K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.23K+ 4.25% |
$141K - $145K
|
153K
$3.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.89KNew |
$133K - $137K
|
5.89K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.64K+ 8.2% |
$128K - $131K
|
74.4K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.58K+ 1.07% |
$126K - $130K
|
530K
$12.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.5K+ 45.07% |
$102K - $105K
|
14.5K
$330K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.34K+ 21.95% |
$98.2K - $101K
|
24.1K
$550K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.27K+ 12.85% |
$74K - $76.1K
|
28.7K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3K+ 8.99% |
$67.9K - $69.8K
|
36.4K
$829K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.98K+ 26.52% |
$67.4K - $69.3K
|
14.2K
$324K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.61K+ 50.12% |
$59K - $60.7K
|
7.81K
$178K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.16KNew |
$49K - $50.3K
|
2.16K
$49.3K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.11KNew |
$47.8K - $49.1K
|
2.11K
$48.1K
|