Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
69.5K+ 14.84% |
$1.61M - $1.66M
|
538K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.4K+ 106.16% |
$1.51M - $1.56M
|
127K
$3.02M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
64.1K+ 11.84% |
$1.48M - $1.53M
|
605K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64K+ 405.02% |
$1.48M - $1.53M
|
79.7K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.4KNew |
$1.47M - $1.52M
|
63.4K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.2K+ 11.94% |
$1.46M - $1.51M
|
592K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
58.4K+ 194.71% |
$1.35M - $1.39M
|
88.3K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56.7K+ 49.05% |
$1.31M - $1.35M
|
172K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
55.8KNew |
$1.29M - $1.33M
|
55.8K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
54.8K+ 95.33% |
$1.27M - $1.31M
|
112K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.8K+ 79.02% |
$1.25M - $1.29M
|
122K
$2.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
52.9K+ 6.57% |
$1.23M - $1.27M
|
858K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.8KNew |
$1.11M - $1.14M
|
47.8K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
43.7K+ 138.49% |
$1.01M - $1.05M
|
75.3K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.5K+ 23.25% |
$960K - $991K
|
220K
$5.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41.1K+ 12.93% |
$950K - $981K
|
359K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.1KNew |
$950K - $981K
|
41.1K
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
41KNew |
$949K - $980K
|
41K
$973K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
39.2K+ 227.35% |
$907K - $936K
|
56.4K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
36.6K+ 7.52% |
$847K - $875K
|
523K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
35.6K+ 35.37% |
$825K - $852K
|
136K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35.1KNew |
$812K - $838K
|
35.1K
$833K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
34.5KNew |
$799K - $825K
|
34.5K
$820K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
34.2K+ 114.45% |
$792K - $818K
|
64.1K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
33.8KNew |
$783K - $808K
|
33.8K
$803K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33.2K+ 841.7% |
$768K - $793K
|
37.1K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
31.7KNew |
$733K - $757K
|
31.7K
$752K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
30.8K+ 168.59% |
$712K - $735K
|
49K
$1.16M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
30.5K+ 12.15% |
$707K - $729K
|
282K
$6.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
30.3K+ 13.63% |
$701K - $723K
|
252K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
29.9K+ 1.46% |
$693K - $716K
|
2.08M
$49.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
29.5K+ 21.27% |
$683K - $705K
|
168K
$3.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.3K+ 7.51% |
$679K - $701K
|
420K
$9.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.2K+ 32.51% |
$677K - $699K
|
119K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
29.2KNew |
$676K - $698K
|
29.2K
$694K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
29.1K+ 225.91% |
$673K - $694K
|
41.9K
$995K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
28.6K+ 22.87% |
$661K - $683K
|
153K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27K+ 8.27% |
$624K - $645K
|
353K
$8.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25.7KNew |
$594K - $613K
|
25.7K
$609K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
25.1K+ 56.89% |
$581K - $599K
|
69.2K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
24.6K+ 330.63% |
$569K - $587K
|
32K
$760K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 67.4% |
$564K - $582K
|
60.5K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
23.7K+ 23.6% |
$548K - $566K
|
124K
$2.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
23.4KNew |
$543K - $560K
|
23.4K
$557K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
23.2K+ 165.19% |
$537K - $554K
|
37.2K
$884K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
22.1KNew |
$512K - $528K
|
22.1K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
21KNew |
$486K - $502K
|
21K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20.9KNew |
$485K - $501K
|
20.9K
$497K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 36.19% |
$484K - $500K
|
78.8K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.8KNew |
$480K - $496K
|
20.8K
$493K
|