Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.6K+ 148.95% |
$612K - $660K
|
47.7K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
24.8KNew |
$532K - $573K
|
24.8K
$561K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
24.5KNew |
$526K - $567K
|
24.5K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.4K+ 31.07% |
$522K - $563K
|
103K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
23.8KNew |
$511K - $551K
|
23.8K
$540K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
23.8KNew |
$510K - $550K
|
23.8K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 5.3% |
$485K - $522K
|
449K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
22KNew |
$471K - $507K
|
22K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.7K+ 339.32% |
$444K - $478K
|
26.8K
$607K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
19.2K+ 87.68% |
$412K - $444K
|
41.1K
$931K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18.8K+ 8.85% |
$403K - $434K
|
231K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 115.75% |
$383K - $413K
|
33.3K
$754K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
17.8KNew |
$381K - $411K
|
17.8K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.9K+ 42.19% |
$363K - $392K
|
57.1K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.1K+ 9.88% |
$346K - $373K
|
179K
$4.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
15.6K+ 3.94% |
$335K - $362K
|
413K
$9.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15.1K+ 64.47% |
$324K - $349K
|
38.5K
$872K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$315K - $339K
|
14.7K
$332K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$308K - $332K
|
14.4K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$298K - $321K
|
13.9K
$314K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
13.6K+ 8.15% |
$291K - $314K
|
180K
$4.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$288K - $310K
|
13.4K
$304K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
12.6KNew |
$271K - $292K
|
12.6K
$286K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
12.3K+ 89.29% |
$264K - $284K
|
26.1K
$590K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$238K - $257K
|
11.1K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
10.7KNew |
$229K - $246K
|
10.7K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10.6KNew |
$227K - $245K
|
10.6K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
10.3K+ 3.91% |
$222K - $239K
|
275K
$6.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3KNew |
$220K - $237K
|
10.3K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$217K - $234K
|
10.1K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$214K - $231K
|
10K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.9K+ 30.7% |
$212K - $229K
|
42.2K
$954K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.81KNew |
$210K - $227K
|
9.81K
$222K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.68K+ 4.68% |
$208K - $224K
|
217K
$4.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.37KNew |
$201K - $216K
|
9.37K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.35K+ 2.43% |
$200K - $216K
|
395K
$8.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.43K+ 44.21% |
$181K - $195K
|
27.5K
$622K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
8.2K+ 4.33% |
$176K - $190K
|
198K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.1K+ 9.99% |
$174K - $187K
|
89.2K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
7.24K+ 7.35% |
$155K - $167K
|
106K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7K+ 4.36% |
$150K - $162K
|
167K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
6.5K+ 58.51% |
$139K - $150K
|
17.6K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.35K+ 69.15% |
$136K - $147K
|
15.5K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.34K+ 50.93% |
$136K - $147K
|
18.8K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.82K+ 2.18% |
$125K - $134K
|
273K
$6.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.68K+ 6.55% |
$122K - $131K
|
92.5K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
5.59K+ 107.5% |
$120K - $129K
|
10.8K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.56K+ 32.99% |
$119K - $128K
|
22.4K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.46KNew |
$117K - $126K
|
5.46K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.94K+ 28.31% |
$106K - $114K
|
22.4K
$507K
|