Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
175K+ 86.75% |
$4.65M - $4.72M
|
376K
$8.92M
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
163K+ 89.03% |
$4.34M - $4.4M
|
346K
$8.21M
|
|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
108K+ 28.47% |
$2.88M - $2.92M
|
488K
$11.6M
|
|
Nov 02, 2020
Q3 2020
|
Capital Advisors Inc
|
BUY
|
- |
60.2K+ 2.14% |
$1.6M - $1.63M
|
2.87M
$68.1M
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
41.3K+ 8.9% |
$1.1M - $1.12M
|
505K
$12M
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
38.6K+ 28.09% |
$1.03M - $1.04M
|
176K
$4.18M
|
|
Oct 27, 2020
Q3 2020
|
Nova Point Capital, LLC
|
BUY
|
- |
27.1KNew |
$721K - $732K
|
27.1K
$643K
|
|
Nov 17, 2020
Q3 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
22K+ 47.31% |
$586K - $595K
|
68.5K
$1.63M
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
19KNew |
$505K - $513K
|
19K
$451K
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
17.6K+ 6.09% |
$469K - $476K
|
307K
$7.29M
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 46.18% |
$468K - $475K
|
55.6K
$1.32M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 2.13% |
$421K - $427K
|
759K
$18M
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
15.4KNew |
$410K - $416K
|
15.4K
$366K
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 37.04% |
$408K - $415K
|
56.7K
$1.35M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 10.37% |
$398K - $404K
|
159K
$3.78M
|
|
Nov 03, 2020
Q3 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14.9K+ 8.57% |
$397K - $403K
|
189K
$4.49M
|
|
Oct 14, 2020
Q3 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
14.8K+ 31.38% |
$395K - $401K
|
62K
$1.47M
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 4.86% |
$389K - $395K
|
315K
$7.48M
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
14.2K+ 73.9% |
$379K - $385K
|
33.5K
$796K
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$364K - $370K
|
13.7K
$325K
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5K+ 10.66% |
$359K - $364K
|
140K
$3.32M
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
BUY
|
- |
13.1K+ 2.04% |
$350K - $355K
|
657K
$15.6M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 7.48% |
$323K - $328K
|
174K
$4.14M
|
|
Oct 13, 2020
Q3 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11.7KNew |
$312K - $317K
|
11.7K
$278K
|
|
Oct 23, 2020
Q3 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.23K+ 3.0% |
$219K - $223K
|
283K
$6.71M
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
7.23K+ 20.3% |
$193K - $196K
|
42.9K
$1.02M
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.12K+ 16.48% |
$190K - $193K
|
50.4K
$1.2M
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.83K+ 13.8% |
$182K - $185K
|
56.4K
$1.34M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.74K+ 17.38% |
$180K - $182K
|
45.5K
$1.08M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.02K+ 22.73% |
$160K - $163K
|
32.5K
$772K
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
BUY
|
- |
5.52KNew |
$147K - $149K
|
5.52K
$131K
|
|
Dec 19, 2024
Q3 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.16KNew |
$137K - $139K
|
5.16K
$123K
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
BUY
|
- |
4.87K+ 79.99% |
$130K - $132K
|
11K
$260K
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
BUY
|
- |
4.49K+ 11.02% |
$120K - $121K
|
45.2K
$1.07M
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.39K+ 1.84% |
$117K - $119K
|
243K
$5.78M
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.73KNew |
$72.8K - $73.9K
|
2.73K
$64.9K
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$69.7K - $70.8K
|
2.62K
$62.2K
|
|
Nov 12, 2020
Q3 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.34K+ 21.3% |
$62.2K - $63.1K
|
13.3K
$316K
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
1.55K+ 54.18% |
$41.2K - $41.9K
|
4.41K
$105K
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.05K+ 1.14% |
$28K - $28.4K
|
93K
$2.21M
|
|
Oct 22, 2020
Q3 2020
|
Signature Wealth Management Group
|
BUY
|
- |
916+ 0.78% |
$24.4K - $24.8K
|
119K
$2.82M
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
899+ 0.24% |
$23.9K - $24.3K
|
369K
$8.77M
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
795+ 18.01% |
$21.2K - $21.5K
|
5.21K
$124K
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
373+ 1.25% |
$9.94K - $10.1K
|
30.1K
$716K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
268+ 0.3% |
$7.14K - $7.25K
|
88.5K
$2.1M
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.03% |
$666 - $676
|
72.5K
$1.72M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17+ 0.25% |
$453 - $460
|
6.82K
$162K
|
|
Oct 28, 2020
Q3 2020
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6+ 0.05% |
$160 - $162
|
11.4K
$270K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|