Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.94K+ 3.0% |
$96.5K - $102K
|
135K
$3.22M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.54K+ 16.15% |
$86.6K - $91.9K
|
25.4K
$604K
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.2K+ 10.03% |
$78.4K - $83.3K
|
35.1K
$834K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.15K+ 1.04% |
$77.2K - $82K
|
306K
$7.27M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.83K+ 1.24% |
$69.3K - $73.6K
|
230K
$5.47M
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.77K+ 5.99% |
$43.2K - $45.9K
|
31.2K
$742K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 123700.0% |
$30.3K - $32.2K
|
1.24K
$29.4K
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.21K+ 14.9% |
$29.7K - $31.6K
|
9.36K
$222K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 1.26% |
$27.9K - $29.6K
|
91.5K
$2.17M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 277.78% |
$24.5K - $26K
|
1.36K
$32.3K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
762+ 4.76% |
$18.7K - $19.8K
|
16.8K
$398K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
762+ 4.76% |
$18.7K - $19.8K
|
16.8K
$398K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
628+ 2.58% |
$15.4K - $16.3K
|
25K
$593K
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
580+ 1.06% |
$14.2K - $15.1K
|
55.4K
$1.32M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
553New |
$13.5K - $14.4K
|
553
$13.1K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
521+ 22.97% |
$12.8K - $13.5K
|
2.79K
$66.2K
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
511+ 0.17% |
$12.5K - $13.3K
|
304K
$7.21M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
470New |
$11.5K - $12.2K
|
470
$11.2K
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 1.79% |
$9.8K - $10.4K
|
22.7K
$540K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$6.12K - $6.5K
|
250
$5.94K
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
192+ 1.01% |
$4.7K - $4.99K
|
19.2K
$456K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
117+ 0.15% |
$2.87K - $3.04K
|
77.9K
$1.85M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99+ 1.16% |
$2.42K - $2.57K
|
8.64K
$205K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
88+ 2.3% |
$2.16K - $2.29K
|
3.91K
$92.8K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.02% |
$367 - $390
|
70.8K
$1.68M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$98 - $104
|
4
$95
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$73.5 - $78
|
8.42K
$200K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.31% |
$73.5 - $78
|
959
$22.8K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-67- 0.21% |
$1.64K - $1.74K
|
31.6K
$749K
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-85- 0.07% |
$2.08K - $2.21K
|
129K
$3.06M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-87- 0.29% |
$2.13K - $2.26K
|
29.6K
$703K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-134- 57.26% |
$3.28K - $3.48K
|
100
$2.38K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134Closed |
$3.28K - $3.48K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-195- 0.46% |
$4.78K - $5.07K
|
42.1K
$1M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-788- 11.01% |
$19.3K - $20.5K
|
6.37K
$151K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-842- 2.13% |
$20.6K - $21.9K
|
38.6K
$918K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-876- 6.05% |
$21.5K - $22.8K
|
13.6K
$323K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-948- 17.4% |
$23.2K - $24.6K
|
4.5K
$107K
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-977- 2.37% |
$23.9K - $25.4K
|
40.2K
$955K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1KClosed |
$24.5K - $26K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.2K- 1.33% |
$29.5K - $31.3K
|
89.5K
$2.12M
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.24K- 17.37% |
$30.4K - $32.2K
|
5.9K
$140K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-1.5KClosed |
$36.6K - $38.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.1K- 14.42% |
$51.5K - $54.6K
|
12.5K
$296K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.6K- 7.1% |
$63.7K - $67.6K
|
34K
$808K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.64K- 7.86% |
$64.7K - $68.6K
|
30.9K
$735K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.01KClosed |
$73.6K - $78.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.91K- 13.9% |
$95.8K - $102K
|
24.2K
$576K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.25K- 8.75% |
$178K - $188K
|
75.6K
$1.8M
|