Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.11M+ 26.05% |
$25.9M - $27.1M
|
5.39M
$128M
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
771KNew |
$17.9M - $18.8M
|
771K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
731K+ 240.07% |
$17M - $17.8M
|
1.04M
$24.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
686K+ 771.1% |
$15.9M - $16.7M
|
775K
$18.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
623K+ 2710.21% |
$14.4M - $15.2M
|
646K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
510K+ 229.85% |
$11.8M - $12.4M
|
732K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
507K+ 13.16% |
$11.8M - $12.3M
|
4.36M
$103M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
276K+ 60.95% |
$6.41M - $6.73M
|
730K
$17.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
268KNew |
$6.22M - $6.52M
|
268K
$6.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
256K+ 56.39% |
$5.95M - $6.24M
|
711K
$16.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 924.51% |
$5.43M - $5.7M
|
259K
$6.16M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
230K+ 73.32% |
$5.33M - $5.59M
|
543K
$12.9M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
205KNew |
$4.75M - $4.98M
|
205K
$4.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
190KNew |
$4.4M - $4.62M
|
190K
$4.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
168KNew |
$3.9M - $4.09M
|
168K
$3.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
165K+ 33.33% |
$3.83M - $4.02M
|
661K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
161K+ 33.19% |
$3.73M - $3.91M
|
645K
$15.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
158K+ 63.83% |
$3.67M - $3.84M
|
405K
$9.63M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
157KNew |
$3.64M - $3.82M
|
157K
$3.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
151KNew |
$3.5M - $3.67M
|
151K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 209.94% |
$3.22M - $3.38M
|
205K
$4.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
108K+ 19.27% |
$2.5M - $2.62M
|
666K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
107K+ 183.65% |
$2.48M - $2.6M
|
165K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
103K+ 256.55% |
$2.38M - $2.5M
|
143K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
94.8KNew |
$2.2M - $2.31M
|
94.8K
$2.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
77.5K+ 37.04% |
$1.8M - $1.89M
|
287K
$6.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
59.2K+ 20.24% |
$1.37M - $1.44M
|
352K
$8.35M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
56.7K+ 194.85% |
$1.32M - $1.38M
|
85.8K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.2K+ 6.41% |
$1.28M - $1.34M
|
917K
$21.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.5K+ 618.5% |
$1.24M - $1.3M
|
62.1K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
44.6KNew |
$1.03M - $1.09M
|
44.6K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
42.6K+ 6.39% |
$989K - $1.04M
|
710K
$16.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
40.3KNew |
$935K - $980K
|
40.3K
$956K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.3K+ 94.1% |
$912K - $956K
|
81.1K
$1.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36.8K+ 52.53% |
$855K - $896K
|
107K
$2.54M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
35.8KNew |
$831K - $872K
|
35.8K
$851K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.2K+ 8.32% |
$794K - $833K
|
446K
$10.6M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 8.44% |
$614K - $644K
|
340K
$8.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
23.7K+ 14.27% |
$550K - $576K
|
190K
$4.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.6K+ 20.91% |
$456K - $478K
|
114K
$2.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
18.1K+ 5.72% |
$420K - $440K
|
335K
$7.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
17K+ 26.41% |
$395K - $414K
|
81.4K
$1.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16.8K+ 14.65% |
$390K - $409K
|
131K
$3.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15.6K+ 8.73% |
$361K - $379K
|
194K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.3K+ 81.07% |
$355K - $372K
|
34.2K
$811K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.2KNew |
$329K - $345K
|
14.2K
$337K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.3KNew |
$308K - $323K
|
13.3K
$315K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13KNew |
$302K - $317K
|
13K
$309K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.6K+ 54.21% |
$291K - $305K
|
35.7K
$848K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 4.88% |
$284K - $298K
|
263K
$6.25M
|