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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.65K+ 33.33% |
$70K - $70.8K
|
10.6K
$251K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 2.15% |
$69.3K - $70.1K
|
125K
$2.96M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56K+ 5.07% |
$67.9K - $68.6K
|
53.2K
$1.26M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.47K+ 4.59% |
$65.4K - $66.1K
|
56.4K
$1.34M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.44K+ 20.1% |
$64.5K - $65.2K
|
14.6K
$346K
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
2.25K+ 10.46% |
$59.6K - $60.3K
|
23.8K
$565K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
2.17KNew |
$57.3K - $57.9K
|
2.17K
$51.4K
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
2K+ 8.26% |
$52.9K - $53.5K
|
26.2K
$623K
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
2K+ 5.14% |
$52.9K - $53.5K
|
40.9K
$972K
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.31K+ 4.33% |
$34.7K - $35.1K
|
31.6K
$750K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 24.48% |
$32.9K - $33.3K
|
6.33K
$150K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.05K+ 0.76% |
$27.7K - $28K
|
138K
$3.28M
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
634+ 0.51% |
$16.8K - $17K
|
125K
$2.97M
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
600+ 7.19% |
$15.9K - $16.1K
|
8.94K
$212K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
533+ 1.62% |
$14.1K - $14.3K
|
33.4K
$793K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
384+ 1.14% |
$10.2K - $10.3K
|
34K
$807K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
288+ 0.42% |
$7.62K - $7.71K
|
69.3K
$1.65M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
279+ 1.18% |
$7.39K - $7.47K
|
23.9K
$568K
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
272+ 0.46% |
$7.2K - $7.28K
|
59.1K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
223New |
$5.9K - $5.97K
|
223
$5.3K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
172New |
$4.55K - $4.6K
|
172
$4.09K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
135+ 540.0% |
$3.57K - $3.61K
|
160
$3.8K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125+ 53.19% |
$3.31K - $3.35K
|
360
$8.55K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
90+ 0.42% |
$2.38K - $2.41K
|
21.4K
$508K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46New |
$1.22K - $1.23K
|
46
$1.09K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$26.5 - $26.8
|
1
$23.8
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-46Closed |
$1.22K - $1.23K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-102Closed |
$2.7K - $2.73K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-135- 84.38% |
$3.57K - $3.61K
|
25
$594
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-389- 0.94% |
$10.3K - $10.4K
|
41.2K
$978K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-480- 0.16% |
$12.7K - $12.8K
|
309K
$7.34M
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-554- 1.9% |
$14.7K - $14.8K
|
28.6K
$679K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-587- 1.4% |
$15.5K - $15.7K
|
41.3K
$980K
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-935- 4.75% |
$24.7K - $25K
|
18.7K
$445K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.01K- 12.35% |
$26.7K - $26.9K
|
7.15K
$170K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.2K- 43.81% |
$31.8K - $32.1K
|
1.54K
$36.6K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.72K- 2.25% |
$45.5K - $46K
|
74.7K
$1.77M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 2.57% |
$49.4K - $49.9K
|
70.7K
$1.68M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.93KClosed |
$51.2K - $51.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4K- 0.75% |
$106K - $107K
|
528K
$12.5M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.85K- 1.92% |
$128K - $130K
|
248K
$5.88M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5KClosed |
$463K - $468K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.9KClosed |
$1.32M - $1.34M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70.9K- 14.31% |
$1.88M - $1.9M
|
425K
$10.1M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-72.5K- 7.64% |
$1.92M - $1.94M
|
877K
$20.8M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.9K- 23.39% |
$2.09M - $2.11M
|
259K
$6.14M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-80.5KClosed |
$2.13M - $2.15M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-94.4KClosed |
$2.5M - $2.53M
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-193K- 94.25% |
$5.11M - $5.16M
|
11.8K
$280K
|