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 |
---|---|---|---|---|---|---|---|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.78K- 0.72% |
$41.6K - $43.8K
|
245K
$5.81M
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.06K- 6.6% |
$48.1K - $50.6K
|
29.2K
$693K
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.45K- 1.9% |
$57.2K - $60.3K
|
126K
$3M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.53K- 8.03% |
$59.1K - $62.2K
|
29K
$689K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.55K- 0.99% |
$59.5K - $62.7K
|
256K
$6.08M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.86K- 19.84% |
$66.7K - $70.2K
|
11.6K
$274K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.25K- 30.28% |
$75.8K - $79.8K
|
7.48K
$178K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.91KClosed |
$91.1K - $96K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.12K- 6.77% |
$119K - $126K
|
70.5K
$1.67M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.83K- 6.97% |
$136K - $143K
|
77.8K
$1.85M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-6.14K- 2.66% |
$143K - $151K
|
224K
$5.32M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.24K- 1.49% |
$145K - $153K
|
412K
$9.78M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.7K- 2.93% |
$156K - $165K
|
222K
$5.27M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7KClosed |
$163K - $172K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.05K- 0.82% |
$164K - $173K
|
848K
$20.1M
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7.5K- 2.99% |
$175K - $184K
|
243K
$5.78M
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-9.31KClosed |
$217K - $229K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-11.8K- 23.6% |
$274K - $289K
|
38.1K
$904K
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-12K- 5.32% |
$280K - $295K
|
214K
$5.08M
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-13.8K- 15.71% |
$321K - $339K
|
73.9K
$1.76M
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-15.2K- 28.82% |
$354K - $373K
|
37.4K
$889K
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-21.2K- 17.99% |
$494K - $520K
|
96.6K
$2.29M
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.2KClosed |
$565K - $595K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-25.1K- 28.01% |
$585K - $616K
|
64.4K
$1.53M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-28.3K- 2.56% |
$661K - $696K
|
1.08M
$25.6M
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-35.1KClosed |
$819K - $863K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-42.4K- 32.04% |
$989K - $1.04M
|
89.9K
$2.14M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.6KClosed |
$1.2M - $1.27M
|
0
$0
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.5K- 3.97% |
$1.23M - $1.29M
|
1.27M
$30.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.5K- 3.97% |
$1.23M - $1.29M
|
1.27M
$30.2M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56K- 21.65% |
$1.31M - $1.38M
|
203K
$4.81M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59.8K- 19.54% |
$1.4M - $1.47M
|
246K
$5.85M
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-87.3KClosed |
$2.04M - $2.15M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-169K- 18.02% |
$3.95M - $4.16M
|
770K
$18.3M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-179K- 87.3% |
$4.17M - $4.39M
|
26K
$618K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186K- 27.7% |
$4.33M - $4.56M
|
484K
$11.5M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-274K- 46.64% |
$6.38M - $6.72M
|
313K
$7.43M
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-382K- 51.75% |
$8.91M - $9.38M
|
356K
$8.46M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-523K- 63.83% |
$12.2M - $12.9M
|
297K
$7.04M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-544K- 95.95% |
$12.7M - $13.4M
|
23K
$546K
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-549K- 14.21% |
$12.8M - $13.5M
|
3.32M
$78.7M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-765K- 70.95% |
$17.8M - $18.8M
|
313K
$7.44M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.28MClosed |
$170M - $179M
|
0
$0
|