Purchases and Sales Made in Q3 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.97MNew |
$78.7M - $79.6M
|
2.97M
$70.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42MNew |
$37.7M - $38.1M
|
1.42M
$33.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
249K+ 544.64% |
$6.59M - $6.67M
|
295K
$7M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
159K+ 4.49% |
$4.2M - $4.25M
|
3.7M
$87.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
144K+ 48.63% |
$3.8M - $3.85M
|
439K
$10.4M
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
142K+ 332.93% |
$3.75M - $3.79M
|
184K
$4.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
105K+ 13.66% |
$2.77M - $2.8M
|
870K
$20.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 30.2% |
$2.73M - $2.76M
|
445K
$10.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.9K+ 29.34% |
$2.14M - $2.16M
|
357K
$8.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
77.1K+ 7.99% |
$2.04M - $2.06M
|
1.04M
$24.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
74.2KNew |
$1.96M - $1.99M
|
74.2K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.1K+ 4.42% |
$1.64M - $1.66M
|
1.47M
$34.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.7KNew |
$1.39M - $1.41M
|
52.7K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37K+ 8.2% |
$980K - $991K
|
489K
$11.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.2K+ 19.94% |
$879K - $889K
|
200K
$4.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.4K+ 34.95% |
$830K - $839K
|
121K
$2.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
27.7KNew |
$734K - $742K
|
27.7K
$659K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27K+ 26.8% |
$716K - $724K
|
128K
$3.04M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
25.3K+ 23.23% |
$669K - $677K
|
134K
$3.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
23.3K+ 23.67% |
$616K - $622K
|
122K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 36.31% |
$579K - $585K
|
82.1K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
19.8K+ 4.95% |
$523K - $529K
|
419K
$9.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
18.4KNew |
$487K - $492K
|
18.4K
$437K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18K+ 7.59% |
$477K - $483K
|
256K
$6.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18K+ 9.72% |
$476K - $482K
|
203K
$4.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
16.9K+ 28.16% |
$446K - $451K
|
76.7K
$1.82M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
13.6KNew |
$361K - $365K
|
13.6K
$324K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
13.4K+ 20.43% |
$355K - $359K
|
79.1K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
12.7KNew |
$336K - $340K
|
12.7K
$302K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
12K+ 10.77% |
$318K - $322K
|
124K
$2.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.5K+ 85.06% |
$279K - $282K
|
22.9K
$545K
|
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
BUY
|
- |
8.63KNew |
$228K - $231K
|
8.63K
$205K
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
8.3KNew |
$220K - $222K
|
8.3K
$197K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.19K+ 2.56% |
$217K - $219K
|
328K
$7.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
8.16K+ 3.89% |
$216K - $218K
|
218K
$5.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.98K+ 2.72% |
$211K - $213K
|
301K
$7.15M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.84KNew |
$208K - $210K
|
7.84K
$186K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.47K+ 5.13% |
$171K - $173K
|
133K
$3.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.58KNew |
$148K - $149K
|
5.58K
$133K
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.23K+ 6.67% |
$138K - $140K
|
83.7K
$1.99M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.2K+ 7.63% |
$138K - $139K
|
73.4K
$1.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.95K+ 8.36% |
$131K - $133K
|
64.2K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.08K+ 2.04% |
$108K - $109K
|
204K
$4.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.07K+ 1.36% |
$108K - $109K
|
304K
$7.21M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.96K+ 0.56% |
$105K - $106K
|
708K
$16.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.85KNew |
$102K - $103K
|
3.85K
$91.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3.44K+ 2.32% |
$91K - $92K
|
152K
$3.6M
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.2K+ 97.56% |
$84.6K - $85.5K
|
6.47K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.94K+ 392.51% |
$77.7K - $78.6K
|
3.68K
$87.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.82K+ 1.83% |
$74.6K - $75.4K
|
157K
$3.72M
|