Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)

IBTD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
12.4K
New
$307K - $308K
12.4K $0
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
12.4K
+ 0.89%
$306K - $308K
1.41M $0
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
12.4K
+ 36.02%
$306K - $308K
46.8K $0
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
12K
New
$296K - $297K
12K $0
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
11.4K
New
$282K - $284K
11.4K $0
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.94K
+ 5.83%
$245K - $247K
180K $0
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.9K
+ 6.42%
$244K - $246K
164K $0
Apr 13, 2023 Q1 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
8.48K
New
$209K - $210K
8.48K $0
May 09, 2023 Q1 2023
Archer Investment Corp

BUY
 -
8.47K
+ 11.51%
$209K - $210K
82.1K $0
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
8.18K
New
$202K - $203K
8.18K $0
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
7.31K
+ 14.55%
$180K - $181K
57.6K $0
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
6.96K
+ 266.27%
$172K - $173K
9.57K $0
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
6.76K
New
$167K - $168K
6.76K $0
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.58K
New
$162K - $163K
6.58K $0
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.04K
+ 1.25%
$149K - $150K
489K $0
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
5.42K
+ 50.96%
$134K - $134K
16K $0
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
5.4K
+ 3.72%
$133K - $134K
150K $0
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
5K
New
$123K - $124K
5K $0
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
4.21K
+ 42.83%
$104K - $104K
14K $0
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.11K
+ 2.52%
$101K - $102K
167K $0
Apr 18, 2023 Q1 2023
Erts Wealth Advisors, LLC

BUY
 -
4.04K
+ 13.5%
$99.7K - $100K
34K $0
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.95K
+ 11.15%
$97.4K - $98K
39.4K $0
Apr 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
3.74K
+ 6.71%
$92.1K - $92.7K
59.4K $0
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
3.48K
+ 5.69%
$86K - $86.4K
64.7K $0
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
3.15K
New
$77.7K - $78.1K
3.15K $0
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
3.02K
+ 18.86%
$74.5K - $75K
19K $0
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
3K
+ 150.0%
$74K - $74.4K
5K $0
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
2.66K
+ 16.91%
$65.6K - $66K
18.4K $0
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
2.59K
+ 0.85%
$64K - $64.4K
308K $0
Apr 20, 2023 Q1 2023
G&S Capital LLC

BUY
 -
2.21K
+ 2.29%
$54.4K - $54.7K
98.5K $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
2.12K
+ 21.03%
$52.2K - $52.5K
12.2K $0
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.08K
+ 14.26%
$51.3K - $51.6K
16.7K $0
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.02K
+ 149.26%
$49.7K - $50K
3.37K $0
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.72K
New
$42.5K - $42.7K
1.72K $0
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.72K
New
$42.5K - $42.7K
1.72K $0
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
1.55K
+ 15.64%
$38.2K - $38.4K
11.4K $0
Apr 21, 2023 Q1 2023
4 J Wealth Management LLC

BUY
 -
1.54K
+ 7.19%
$37.9K - $38.1K
22.9K $0
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
1.53K
+ 47.69%
$37.6K - $37.9K
4.73K $0
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
1.5K
+ 3.36%
$36.9K - $37.1K
45.9K $0
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
1.47K
+ 4.21%
$36.1K - $36.3K
36.3K $0
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.38K
New
$34K - $34.2K
1.38K $0
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.15K
+ 7.74%
$28.3K - $28.5K
16K $0
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.12K
+ 63.58%
$27.6K - $27.8K
2.88K $0
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.04K
New
$25.5K - $25.7K
1.04K $0
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
869
+ 4.4%
$21.4K - $21.6K
20.6K $0
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
794
+ 65.46%
$19.6K - $19.7K
2.01K $0
Apr 14, 2023 Q1 2023
Spectrum Asset Management, Inc.

BUY
 -
657
+ 1.81%
$16.2K - $16.3K
37K $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
609
New
$15K - $15.1K
609 $0
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
600
New
$14.8K - $14.9K
600 $0

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