Latest Institutional Purchases of Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBTD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
792K+ 20.35% |
$19.6M - $19.7M
|
4.69M
$0
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
167KNew |
$4.14M - $4.15M
|
167K
$0
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
140KNew |
$3.45M - $3.46M
|
140K
$0
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
35.4KNew |
$874K - $878K
|
35.4K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.6KNew |
$584K - $586K
|
23.6K
$0
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
19.8KNew |
$489K - $491K
|
19.8K
$0
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16.3K+ 75.32% |
$403K - $405K
|
38K
$0
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
13.8K+ 15.58% |
$341K - $342K
|
102K
$0
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 25.02% |
$285K - $286K
|
57.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$250K - $251K
|
10.1K
$0
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.44KNew |
$209K - $209K
|
8.44K
$0
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.52K+ 0.98% |
$161K - $162K
|
672K
$0
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.46K+ 47.45% |
$135K - $136K
|
17K
$0
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.02K+ 10.89% |
$99.4K - $99.8K
|
41K
$0
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.9K+ 4757.38% |
$71.7K - $72K
|
2.96K
$0
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.66K+ 17.78% |
$41K - $41.1K
|
11K
$0
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.3KNew |
$32.1K - $32.3K
|
1.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
805New |
$19.9K - $20K
|
805
$0
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
168+ 5.84% |
$4.15K - $4.17K
|
3.05K
$0
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
168New |
$4.15K - $4.17K
|
168
$0
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
45New |
$1.11K - $1.12K
|
45
$0
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.01% |
$49.4 - $49.6
|
15.3K
$0
|
|
Q1 2023 | |||||||
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
142K+ 203.46% |
$3.5M - $3.52M
|
212K
$0
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
92.8KNew |
$2.29M - $2.3M
|
92.8K
$0
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
52.7KNew |
$1.3M - $1.31M
|
52.7K
$0
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
43.9KNew |
$1.08M - $1.09M
|
43.9K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.5KNew |
$998K - $1M
|
40.5K
$0
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
36.6KNew |
$904K - $909K
|
36.6K
$0
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26KNew |
$641K - $645K
|
26K
$0
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
21.1KNew |
$521K - $523K
|
21.1K
$0
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
19.9KNew |
$492K - $494K
|
19.9K
$0
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.8KNew |
$389K - $391K
|
15.8K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$388K - $390K
|
15.7K
$0
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$307K - $308K
|
12.4K
$0
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12KNew |
$296K - $297K
|
12K
$0
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.48KNew |
$209K - $210K
|
8.48K
$0
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.18KNew |
$202K - $203K
|
8.18K
$0
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.09KNew |
$200K - $201K
|
8.09K
$0
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.76KNew |
$167K - $168K
|
6.76K
$0
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 13.5% |
$99.7K - $100K
|
34K
$0
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.74K+ 6.71% |
$92.1K - $92.7K
|
59.4K
$0
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.15KNew |
$77.7K - $78.1K
|
3.15K
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
195New |
$4.81K - $4.84K
|
195
$0
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
59New |
$1.46K - $1.46K
|
59
$0
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
48New |
$1.18K - $1.19K
|
48
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
237KNew |
$5.83M - $5.85M
|
237K
$0
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
132KNew |
$3.25M - $3.26M
|
132K
$0
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
67.9K+ 26.72% |
$1.67M - $1.68M
|
322K
$0
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55.4KNew |
$1.37M - $1.37M
|
55.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
18.6KNew |
$459K - $460K
|
18.6K
$0
|