Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)

IBDT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.34K
+ 9.48%
$32.1K - $33K
15.5K $385K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
1.25K
+ 12.81%
$30K - $30.9K
11K $275K
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.22K
+ 10.96%
$29.2K - $30K
12.3K $307K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.05K
+ 5.44%
$25.1K - $25.9K
20.4K $507K
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
873
+ 0.75%
$20.9K - $21.5K
118K $2.93M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
815
+ 12.24%
$19.5K - $20.1K
7.48K $186K
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

BUY
 -
685
+ 3.2%
$16.4K - $16.9K
22.1K $550K
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
665
+ 0.27%
$15.9K - $16.4K
243K $6.04M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
620
New
$14.8K - $15.3K
620 $15.4K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
567
+ 45.84%
$13.6K - $14K
1.8K $44.9K
Nov 13, 2023 Q3 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
448
New
$10.7K - $11.1K
448 $11.2K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
300
New
$7.18K - $7.4K
300 $7.47K
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
296
+ 2.07%
$7.09K - $7.3K
14.6K $363K
Oct 24, 2023 Q3 2023
Iowa State Bank

BUY
 -
157
+ 1.59%
$3.76K - $3.87K
10K $250K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
74
+ 0.07%
$1.77K - $1.83K
104K $2.58M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
74
+ 0.07%
$1.77K - $1.83K
104K $2.58M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
18
+ 0.15%
$431 - $444
11.7K $291K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
18
+ 2.02%
$431 - $444
910 $22.6K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
17
+ 1.1%
$407 - $419
1.57K $39K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
10
+ 0.3%
$239 - $247
3.33K $82.8K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-237
- 0.91%
$5.67K - $5.85K
25.9K $644K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-385
- 0.27%
$9.22K - $9.5K
143K $3.56M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

SELL
 -
-499
- 0.37%
$11.9K - $12.3K
135K $3.36M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

SELL
 -
-549
- 2.91%
$13.1K - $13.5K
18.3K $455K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-800
- 25.17%
$19.2K - $19.7K
2.38K $59.2K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.05K
- 1.99%
$25.2K - $26K
51.7K $1.29M
Nov 13, 2023 Q3 2023
American Money Management, LLC

SELL
 -
-1.2K
- 11.55%
$28.7K - $29.6K
9.19K $229K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

SELL
 -
-1.25K
- 4.89%
$29.9K - $30.9K
24.3K $606K
Oct 10, 2023 Q3 2023
Matthew Goff Investment Advisor, LLC

SELL
 -
-2.58K
- 1.43%
$61.6K - $63.5K
178K $4.43M
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

SELL
 -
-2.85K
- 22.03%
$68.2K - $70.3K
10.1K $251K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.86K
- 4.7%
$68.4K - $70.5K
57.9K $1.44M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.08K
- 11.2%
$73.7K - $76K
24.4K $607K
Oct 31, 2023 Q3 2023
Foundation Wealth Management, LLC

Clayton, MO
SELL
 -
-3.69K
- 7.02%
$88.3K - $91K
48.9K $1.22M
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

SELL
 -
-4.48K
- 15.2%
$107K - $110K
25K $622K
Oct 30, 2023 Q3 2023
Meitav Dash Investments LTD

SELL
 -
-10.5K
- 24.36%
$251K - $258K
32.5K $809K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
SELL
 -
-13.3K
- 16.71%
$319K - $329K
66.4K $1.65M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-14.7K
- 2.64%
$353K - $364K
544K $13.5M
Nov 09, 2023 Q3 2023
Kesler, Norman & Wride, LLC

SELL
 -
-18.9K
- 32.1%
$453K - $467K
40.1K $997K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-25.2K
- 27.89%
$602K - $620K
65K $1.62M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-39.3K
- 62.88%
$942K - $970K
23.2K $578K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

SELL
 -
-40.4K
- 74.0%
$966K - $995K
14.2K $353K
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

SELL
 -
-52.4K
- 16.49%
$1.25M - $1.29M
265K $6.61M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-1.11M
- 30.4%
$26.5M - $27.3M
2.54M $63.1M

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