Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
754KNew |
$16.6M - $17.2M
|
754K
$16.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
41.3K+ 28.28% |
$907K - $940K
|
187K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
36.9K+ 39.21% |
$810K - $840K
|
131K
$2.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.6K+ 6.99% |
$628K - $651K
|
437K
$9.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
25.7KNew |
$564K - $585K
|
25.7K
$560K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.9K+ 3.77% |
$504K - $522K
|
631K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.9KNew |
$459K - $476K
|
20.9K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.5KNew |
$406K - $421K
|
18.5K
$403K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 18.96% |
$346K - $358K
|
98.7K
$2.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1KNew |
$331K - $343K
|
15.1K
$329K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3KNew |
$271K - $280K
|
12.3K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 87.44% |
$233K - $241K
|
22.7K
$495K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.92K+ 37.53% |
$218K - $226K
|
36.4K
$793K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
8.22K+ 71.7% |
$181K - $187K
|
19.7K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.39K+ 12.39% |
$162K - $168K
|
67K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.02K+ 3.15% |
$132K - $137K
|
197K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.54K+ 92.51% |
$122K - $126K
|
11.5K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.11K+ 3755.15% |
$112K - $116K
|
5.24K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.54K+ 4.03% |
$77.7K - $80.5K
|
91.3K
$1.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 6.58% |
$77.1K - $79.9K
|
56.8K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.12K+ 1.46% |
$68.5K - $71K
|
216K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.44K+ 21.74% |
$53.7K - $55.6K
|
13.7K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.22KNew |
$48.8K - $50.6K
|
2.22K
$48.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 7.26% |
$37.4K - $38.8K
|
25.2K
$549K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.64K+ 27.61% |
$36K - $37.3K
|
7.58K
$165K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44K+ 13.49% |
$31.7K - $32.8K
|
12.1K
$265K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.27K+ 13.1% |
$27.9K - $28.9K
|
10.9K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
757+ 0.88% |
$16.6K - $17.2K
|
87.2K
$1.9M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$11K - $11.4K
|
500
$10.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$11K - $11.4K
|
500
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
409+ 5.7% |
$8.99K - $9.31K
|
7.59K
$165K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
81+ 0.88% |
$1.78K - $1.84K
|
9.24K
$201K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
81+ 0.88% |
$1.78K - $1.84K
|
9.24K
$201K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.19% |
$154 - $159
|
3.73K
$81.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.73K- 9.99% |
$60K - $62.2K
|
24.6K
$537K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.49K- 0.73% |
$76.7K - $79.5K
|
477K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.73K- 43.06% |
$126K - $130K
|
7.57K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.5K- 99.0% |
$1.09M - $1.13M
|
500
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.4K- 80.18% |
$1.33M - $1.38M
|
14.9K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-88.5K- 75.55% |
$1.94M - $2.01M
|
28.6K
$624K
|