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 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-325- 1.83% |
$8.01K - $8.04K
|
17.4K
$0
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-378- 27.43% |
$9.32K - $9.36K
|
1K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-390- 1.85% |
$9.62K - $9.65K
|
20.7K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-397- 2.73% |
$9.79K - $9.83K
|
14.1K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.83K- 58.25% |
$45.1K - $45.3K
|
1.31K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.35K- 47.33% |
$57.9K - $58.1K
|
2.61K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
SELL
|
- |
-3.54K- 1.36% |
$87.3K - $87.7K
|
256K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.15K- 24.41% |
$127K - $127K
|
16K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-6.46K- 41.36% |
$159K - $160K
|
9.16K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-14.2K- 1.31% |
$351K - $352K
|
1.07M
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-19.3K- 49.01% |
$476K - $478K
|
20.1K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-25.9K- 21.62% |
$638K - $640K
|
93.7K
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.8K- 66.83% |
$980K - $984K
|
19.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52.3K- 2.6% |
$1.29M - $1.3M
|
1.96M
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-172K- 47.99% |
$4.24M - $4.26M
|
186K
$0
|