Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
14.2MNew |
$349M - $350M
|
14.2M
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3M+ 17844.26% |
$304M - $305M
|
12.4M
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.59M+ 938.56% |
$88.5M - $88.8M
|
3.97M
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.78MNew |
$68.7M - $68.9M
|
2.78M
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4M+ 209.68% |
$34.6M - $34.7M
|
2.07M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32M+ 124.29% |
$32.5M - $32.6M
|
2.38M
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06M+ 2655.42% |
$26.1M - $26.2M
|
1.1M
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
979K+ 170.65% |
$24.1M - $24.2M
|
1.55M
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
918KNew |
$22.6M - $22.7M
|
918K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
858K+ 601.01% |
$21.2M - $21.2M
|
1M
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
779K+ 37.18% |
$19.2M - $19.3M
|
2.87M
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
738K+ 2463.31% |
$18.2M - $18.3M
|
768K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
712KNew |
$17.6M - $17.6M
|
712K
$0
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
712KNew |
$17.6M - $17.6M
|
712K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663K+ 517965.62% |
$16.3M - $16.4M
|
663K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
635K+ 518.24% |
$15.6M - $15.7M
|
757K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
591K+ 320.33% |
$14.6M - $14.6M
|
776K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
550K+ 127.54% |
$13.6M - $13.6M
|
981K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
501K+ 170.86% |
$12.3M - $12.4M
|
794K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
489KNew |
$12.1M - $12.1M
|
489K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
456K+ 311.86% |
$11.2M - $11.3M
|
602K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
399K+ 1007.27% |
$9.85M - $9.89M
|
439K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
381K+ 375.86% |
$9.4M - $9.44M
|
483K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
379KNew |
$9.35M - $9.38M
|
379K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
377K+ 4666.28% |
$9.3M - $9.34M
|
385K
$0
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
361KNew |
$8.9M - $8.94M
|
361K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
347K+ 156.21% |
$8.55M - $8.58M
|
569K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
284K+ 1482.64% |
$6.99M - $7.02M
|
303K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
263KNew |
$6.48M - $6.51M
|
263K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
250K+ 332.89% |
$6.17M - $6.19M
|
325K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
243K+ 194.11% |
$5.99M - $6.01M
|
368K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
237KNew |
$5.83M - $5.85M
|
237K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
196KNew |
$4.83M - $4.84M
|
196K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
168KNew |
$4.15M - $4.17M
|
168K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
156KNew |
$3.85M - $3.86M
|
156K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
154K+ 55.6% |
$3.79M - $3.8M
|
430K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
141K+ 128.89% |
$3.49M - $3.5M
|
251K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
141K+ 85.6% |
$3.48M - $3.49M
|
306K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
140K+ 2921.98% |
$3.46M - $3.47M
|
145K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
132KNew |
$3.25M - $3.26M
|
132K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120K+ 357.31% |
$2.97M - $2.98M
|
154K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
117K+ 218.12% |
$2.89M - $2.9M
|
171K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
110KNew |
$2.71M - $2.72M
|
110K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
101K+ 145.69% |
$2.49M - $2.5M
|
170K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
99K+ 699.29% |
$2.44M - $2.45M
|
113K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98.1K+ 460.46% |
$2.42M - $2.43M
|
119K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.3KNew |
$2.4M - $2.41M
|
97.3K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
96.3KNew |
$2.37M - $2.38M
|
96.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.7KNew |
$2.24M - $2.25M
|
90.7K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
90.5K+ 27.21% |
$2.23M - $2.24M
|
423K
$0
|