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 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
10.3K+ 82.22% |
$239K - $252K
|
22.7K
$540K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9.61K+ 4.81% |
$224K - $236K
|
209K
$4.97M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.56KNew |
$223K - $235K
|
9.56K
$227K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.1KNew |
$212K - $224K
|
9.1K
$216K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.71K+ 193.47% |
$203K - $214K
|
13.2K
$314K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.64KNew |
$202K - $212K
|
8.64K
$205K
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.66K+ 3.52% |
$179K - $188K
|
225K
$5.35M
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.79K+ 4.52% |
$159K - $167K
|
157K
$3.73M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.72KNew |
$157K - $165K
|
6.72K
$160K
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.21K+ 7.73% |
$145K - $153K
|
86.6K
$2.06M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.13KNew |
$96.3K - $101K
|
4.13K
$98K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.07KNew |
$94.8K - $99.9K
|
4.07K
$96.5K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.74K+ 3.39% |
$87.2K - $91.9K
|
114K
$2.71M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.36K+ 8.69% |
$78.3K - $82.5K
|
42K
$997K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.8K+ 9.05% |
$65.3K - $68.8K
|
33.7K
$801K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.6K+ 217.42% |
$60.6K - $63.8K
|
3.79K
$90K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.58K+ 2.9% |
$60.2K - $63.4K
|
91.6K
$2.18M
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
2.5KNew |
$58.3K - $61.4K
|
2.5K
$59.4K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 2.4% |
$51.3K - $54.1K
|
93.7K
$2.23M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.83K+ 0.35% |
$42.6K - $44.9K
|
525K
$12.5M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.74K+ 6.84% |
$40.6K - $42.8K
|
27.2K
$645K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.68K+ 12.37% |
$39.2K - $41.3K
|
15.3K
$363K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.39K+ 13.76% |
$32.5K - $34.2K
|
11.5K
$274K
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.26K+ 13.46% |
$29.4K - $31K
|
10.6K
$252K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.18KNew |
$27.5K - $28.9K
|
1.18K
$28K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.15K+ 1.4% |
$26.7K - $28.2K
|
82.8K
$1.97M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$25.9K - $27.3K
|
1.11K
$26.4K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
857+ 0.28% |
$20K - $21.1K
|
305K
$7.23M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
499+ 52.03% |
$11.6K - $12.3K
|
1.46K
$34.6K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
477+ 26.04% |
$11.1K - $11.7K
|
2.31K
$54.8K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
368+ 1.47% |
$8.59K - $9.04K
|
25.3K
$601K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
194+ 0.36% |
$4.53K - $4.77K
|
53.9K
$1.28M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 0.16% |
$233 - $246
|
6.38K
$152K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6+ 0.07% |
$140 - $147
|
8.43K
$200K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.75% |
$23.3 - $24.6
|
135
$3.21K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 4.0% |
$93.3 - $98.3
|
96
$2.28K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4Closed |
$93.3 - $98.3
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.22% |
$3.59K - $3.78K
|
70.6K
$1.68M
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-170- 0.42% |
$3.97K - $4.18K
|
40K
$951K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$5.83K - $6.14K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-251- 1.31% |
$5.86K - $6.17K
|
18.9K
$450K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-400- 2.39% |
$9.33K - $9.83K
|
16.4K
$389K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-400- 2.39% |
$9.33K - $9.83K
|
16.4K
$389K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-919Closed |
$21.4K - $22.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.1K- 10.17% |
$25.6K - $27K
|
9.69K
$230K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.11K- 3.74% |
$25.8K - $27.2K
|
28.5K
$677K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.27K- 1.63% |
$29.7K - $31.3K
|
76.6K
$1.82M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.36KClosed |
$31.7K - $33.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.55K- 1.6% |
$36.2K - $38.1K
|
95.2K
$2.26M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.78K- 0.72% |
$41.6K - $43.8K
|
245K
$5.81M
|