Purchases and Sales Made in Q2 2022 in Ishares Ibonds Dec 2022 Term C (IBDN)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2022 Term C (IBDN) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2022 TERM C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.14% |
N/A
|
1.42K
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.11% |
N/A
|
45.7K
$0
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-74- 0.29% |
N/A
|
25.6K
$0
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-176- 0.31% |
N/A
|
56.6K
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-177- 1.92% |
N/A
|
9.04K
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-343- 5.67% |
N/A
|
5.71K
$0
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-375- 4.12% |
N/A
|
8.74K
$0
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-400- 2.3% |
N/A
|
17K
$0
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-478- 1.33% |
N/A
|
35.4K
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-688Closed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-688- 4.25% |
N/A
|
15.5K
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-709- 1.21% |
N/A
|
57.8K
$0
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-764- 0.61% |
N/A
|
124K
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 0.91% |
N/A
|
87.5K
$0
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-831- 0.98% |
N/A
|
83.9K
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-832- 5.98% |
N/A
|
13.1K
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-980- 8.94% |
N/A
|
9.99K
$0
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.3K- 3.05% |
N/A
|
41.1K
$0
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.3K- 3.64% |
N/A
|
34.4K
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.34K- 9.31% |
N/A
|
13K
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.47K- 1.31% |
N/A
|
111K
$0
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2K- 15.23% |
N/A
|
11.1K
$0
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-2.05K- 2.68% |
N/A
|
74.4K
$0
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 2.43% |
N/A
|
91K
$0
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.37K- 4.09% |
N/A
|
55.7K
$0
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.66K- 6.17% |
N/A
|
40.5K
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.74KClosed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 1.53% |
N/A
|
177K
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.16K- 5.76% |
N/A
|
51.6K
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.46K- 6.43% |
N/A
|
50.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.51K- 19.25% |
N/A
|
14.7K
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.96K- 2.52% |
N/A
|
153K
$0
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.97K- 65.96% |
N/A
|
2.05K
$0
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-4.09K- 22.83% |
N/A
|
13.8K
$0
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.1K- 1.89% |
N/A
|
213K
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.34K- 39.75% |
N/A
|
6.58K
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.38K- 0.92% |
N/A
|
469K
$0
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.46K- 38.78% |
N/A
|
7.04K
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-4.99K- 11.87% |
N/A
|
37K
$0
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.41K- 1.1% |
N/A
|
488K
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.5K- 3.95% |
N/A
|
134K
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.81K- 6.96% |
N/A
|
77.6K
$0
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6.1K- 48.36% |
N/A
|
6.51K
$0
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-6.32K- 5.49% |
N/A
|
109K
$0
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.18K- 6.44% |
N/A
|
104K
$0
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-7.83K- 9.13% |
N/A
|
77.9K
$0
|