Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.28MNew |
$99.8M - $105M
|
4.28M
$102M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.16M+ 42.93% |
$27M - $28.4M
|
3.85M
$91.4M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
848KNew |
$19.8M - $20.8M
|
848K
$20.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
495KNew |
$11.6M - $12.2M
|
495K
$11.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
316KNew |
$7.38M - $7.77M
|
316K
$7.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
307K+ 80.65% |
$7.17M - $7.55M
|
688K
$16.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
283K+ 463.3% |
$6.6M - $6.95M
|
344K
$8.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
197K+ 76.98% |
$4.6M - $4.84M
|
453K
$10.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
195KNew |
$4.54M - $4.78M
|
195K
$4.62M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 62.54% |
$4.08M - $4.3M
|
455K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
166KNew |
$3.87M - $4.07M
|
166K
$3.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103KNew |
$2.41M - $2.54M
|
103K
$2.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
89KNew |
$2.08M - $2.19M
|
89K
$2.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
87.9K+ 18.68% |
$2.05M - $2.16M
|
559K
$13.3M
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
86.6K+ 117.11% |
$2.02M - $2.13M
|
161K
$3.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.8K+ 10.79% |
$1.89M - $1.99M
|
830K
$19.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
77.8KNew |
$1.82M - $1.91M
|
77.8K
$1.85M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
64.3K+ 127.54% |
$1.5M - $1.58M
|
115K
$2.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
62.1K+ 33.47% |
$1.45M - $1.52M
|
247K
$5.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60.5KNew |
$1.41M - $1.49M
|
60.5K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
58.1KNew |
$1.36M - $1.43M
|
58.1K
$1.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
BUY
|
- |
53.2K+ 539.84% |
$1.24M - $1.31M
|
63.1K
$1.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
51.8K+ 122.91% |
$1.21M - $1.27M
|
93.9K
$2.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
48.8K+ 7.9% |
$1.14M - $1.2M
|
667K
$15.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.5K+ 22.13% |
$1.06M - $1.12M
|
251K
$5.96M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
43.2K+ 48.76% |
$1.01M - $1.06M
|
132K
$3.13M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
43K+ 31.75% |
$1M - $1.06M
|
178K
$4.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.8KNew |
$974K - $1.03M
|
41.8K
$992K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.5K+ 5.8% |
$898K - $946K
|
702K
$16.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 31.04% |
$694K - $731K
|
126K
$2.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
29.1KNew |
$679K - $715K
|
29.1K
$691K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29KNew |
$677K - $713K
|
29K
$689K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28KNew |
$653K - $688K
|
28K
$665K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
26.7KNew |
$622K - $656K
|
26.7K
$634K
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$620K - $653K
|
26.6K
$631K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$607K - $639K
|
26K
$618K
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
26K+ 18.54% |
$606K - $638K
|
166K
$3.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.8K+ 39.65% |
$601K - $633K
|
90.8K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.8KNew |
$578K - $609K
|
24.8K
$589K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.4K+ 8.69% |
$545K - $574K
|
292K
$6.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
23.2KNew |
$540K - $569K
|
23.2K
$550K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 53.69% |
$539K - $567K
|
66.1K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.9K+ 2.36% |
$463K - $488K
|
862K
$20.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.9KNew |
$440K - $463K
|
18.9K
$448K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
18.2K+ 10.02% |
$425K - $448K
|
200K
$4.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.8K+ 19.2% |
$392K - $412K
|
104K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.7KNew |
$344K - $362K
|
14.7K
$350K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2K+ 23.28% |
$309K - $325K
|
70.1K
$1.67M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
12.6KNew |
$293K - $309K
|
12.6K
$299K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.4K+ 95.44% |
$288K - $304K
|
25.3K
$601K
|