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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220New |
$5.11K - $5.35K
|
220
$5.23K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
87+ 0.59% |
$2.02K - $2.12K
|
15K
$355K
|
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
60+ 0.11% |
$1.39K - $1.46K
|
55.5K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 0.55% |
$186 - $195
|
1.47K
$34.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 4.17% |
$92.8 - $97.4
|
92
$2.19K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-33- 2.8% |
$766 - $803
|
1.14K
$27.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83- 0.72% |
$1.93K - $2.02K
|
11.4K
$272K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-179- 0.33% |
$4.15K - $4.36K
|
53.7K
$1.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-215- 0.75% |
$4.99K - $5.23K
|
28.3K
$672K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 0.32% |
$6.96K - $7.3K
|
93.4K
$2.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-360- 1.42% |
$8.36K - $8.76K
|
25K
$593K
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-394- 3.13% |
$9.14K - $9.59K
|
12.2K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-422- 0.37% |
$9.79K - $10.3K
|
114K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-425- 1.71% |
$9.86K - $10.3K
|
24.4K
$579K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-636- 3.36% |
$14.8K - $15.5K
|
18.3K
$434K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-644- 0.26% |
$14.9K - $15.7K
|
244K
$5.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-773- 0.93% |
$17.9K - $18.8K
|
82K
$1.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-913- 2.17% |
$21.2K - $22.2K
|
41.1K
$976K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-915- 2.71% |
$21.2K - $22.3K
|
32.8K
$780K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.22K- 4.22% |
$28.4K - $29.8K
|
27.8K
$660K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.48K- 10.02% |
$34.3K - $35.9K
|
13.3K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.45K- 18.58% |
$57K - $59.7K
|
10.8K
$255K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.97K- 2.35% |
$68.9K - $72.2K
|
123K
$2.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.17K- 0.38% |
$73.5K - $77K
|
827K
$19.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.41K- 3.58% |
$79.1K - $82.9K
|
91.8K
$2.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.12K- 5.83% |
$95.6K - $100K
|
66.5K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.6K- 0.65% |
$107K - $112K
|
698K
$16.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.95K- 2.21% |
$115K - $120K
|
219K
$5.2M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.24K- 60.08% |
$122K - $128K
|
3.48K
$82.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.4K- 91.53% |
$125K - $131K
|
500
$11.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5.5K- 20.77% |
$128K - $134K
|
21K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.1K- 5.9% |
$141K - $148K
|
97.3K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.65K- 0.52% |
$154K - $162K
|
1.27M
$30M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.17K- 2.57% |
$213K - $223K
|
347K
$8.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.8K- 9.65% |
$436K - $457K
|
176K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.8K- 9.65% |
$436K - $457K
|
176K
$4.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.3K- 10.03% |
$472K - $495K
|
182K
$4.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-48.8K- 4.52% |
$1.13M - $1.19M
|
1.03M
$24.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-57.4K- 7.46% |
$1.33M - $1.4M
|
712K
$16.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-65.1K- 21.96% |
$1.51M - $1.58M
|
231K
$5.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-69.3K- 77.04% |
$1.61M - $1.69M
|
20.6K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-157K- 94.75% |
$3.64M - $3.82M
|
8.7K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-193K- 28.1% |
$4.49M - $4.71M
|
495K
$11.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-226K- 6.82% |
$5.25M - $5.5M
|
3.09M
$73.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-231KClosed |
$5.37M - $5.63M
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-618K- 95.67% |
$14.3M - $15M
|
27.9K
$664K
|