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 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.86K+ 11.63% |
$42.2K - $43.3K
|
17.9K
$408K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.8K+ 17.19% |
$40.7K - $41.8K
|
12.3K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.69K+ 4.13% |
$38.3K - $39.4K
|
42.7K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.43K+ 11.94% |
$32.3K - $33.2K
|
13.4K
$305K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.35K+ 8.16% |
$30.6K - $31.4K
|
17.9K
$408K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
710+ 5.73% |
$16.1K - $16.5K
|
13.1K
$299K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
621+ 12.62% |
$14.1K - $14.4K
|
5.54K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
589New |
$13.3K - $13.7K
|
589
$13.4K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$11.3K - $11.6K
|
500
$11.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$11.3K - $11.6K
|
500
$11.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$5.66K - $5.82K
|
250
$5.71K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
197+ 2.18% |
$4.46K - $4.58K
|
9.21K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
192+ 320.0% |
$4.34K - $4.47K
|
252
$5.75K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174New |
$3.94K - $4.05K
|
174
$3.97K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
153+ 1.2% |
$3.46K - $3.56K
|
12.9K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
153+ 1.2% |
$3.46K - $3.56K
|
12.9K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
89+ 0.81% |
$2.01K - $2.07K
|
11.1K
$254K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.86% |
$362 - $372
|
1.88K
$42.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.33% |
$339 - $349
|
4.58K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.03% |
$226 - $233
|
31.2K
$711K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 0.14% |
$475 - $488
|
14.6K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 48.75% |
$1.77K - $1.81K
|
82
$1.87K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-139- 3.33% |
$3.15K - $3.23K
|
4.03K
$92.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-530- 37.48% |
$12K - $12.3K
|
884
$20.2K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-700- 4.76% |
$15.8K - $16.3K
|
14K
$320K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.28K- 7.43% |
$29.1K - $29.9K
|
16K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 6.52% |
$36.4K - $37.4K
|
23K
$526K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.32K- 4.45% |
$52.4K - $53.8K
|
49.7K
$1.14M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.88K- 0.31% |
$65.2K - $67K
|
916K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.97K- 1.37% |
$67.1K - $69K
|
214K
$4.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.49K- 18.21% |
$79K - $81.2K
|
15.7K
$358K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.82K- 2.65% |
$86.5K - $88.9K
|
141K
$3.21M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.88K- 8.25% |
$110K - $113K
|
54.2K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 5.08% |
$133K - $137K
|
110K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.66K- 12.26% |
$151K - $155K
|
47.6K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.9K- 1.83% |
$156K - $160K
|
371K
$8.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.6K- 6.21% |
$217K - $223K
|
145K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-87.8K- 56.81% |
$1.99M - $2.04M
|
66.8K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-156K- 47.3% |
$3.54M - $3.63M
|
174K
$3.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-633K- 42.51% |
$14.3M - $14.7M
|
856K
$19.5M
|