Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
990K+ 67.45% |
$25.7M - $26.2M
|
2.46M
$58.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
829KNew |
$21.5M - $22M
|
829K
$19.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
693K+ 23.3% |
$18M - $18.4M
|
3.67M
$87.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
433K+ 146.99% |
$11.3M - $11.5M
|
728K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
318K+ 71.4% |
$8.26M - $8.43M
|
763K
$18.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 26.78% |
$3.67M - $3.75M
|
669K
$15.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
128K+ 3.47% |
$3.33M - $3.4M
|
3.82M
$90.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
101K+ 120.7% |
$2.62M - $2.68M
|
185K
$4.38M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
95.6K+ 10.98% |
$2.48M - $2.53M
|
966K
$22.9M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.1K+ 17.21% |
$2.18M - $2.23M
|
573K
$13.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
73.6KNew |
$1.91M - $1.95M
|
73.6K
$1.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.4K+ 49.04% |
$1.54M - $1.58M
|
181K
$4.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.7K+ 26.89% |
$1.4M - $1.42M
|
254K
$6.02M
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
48.4K+ 747.45% |
$1.26M - $1.28M
|
54.8K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46.8K+ 168.72% |
$1.22M - $1.24M
|
74.6K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
45.9K+ 5.23% |
$1.19M - $1.22M
|
923K
$21.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.6K+ 11.37% |
$1.05M - $1.08M
|
397K
$9.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
34.3K+ 3.3% |
$892K - $911K
|
1.08M
$25.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.7K+ 9.65% |
$823K - $841K
|
360K
$8.55M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
31.6KNew |
$821K - $838K
|
31.6K
$751K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4KNew |
$711K - $726K
|
27.4K
$650K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26.6K+ 6.05% |
$691K - $705K
|
466K
$11.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
24.7K+ 18.43% |
$642K - $656K
|
159K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
24.6KNew |
$640K - $653K
|
24.6K
$585K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.9KNew |
$569K - $580K
|
21.9K
$520K
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
21KNew |
$545K - $556K
|
21K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 1.46% |
$539K - $551K
|
1.45M
$34.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 4.88% |
$531K - $542K
|
439K
$10.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
19.6KNew |
$510K - $520K
|
19.6K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18.9K+ 56.49% |
$490K - $500K
|
52.3K
$1.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18.5K+ 31.28% |
$480K - $490K
|
77.6K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
16.6K+ 13.69% |
$432K - $441K
|
138K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.8K+ 4.91% |
$384K - $392K
|
316K
$7.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.5KNew |
$376K - $384K
|
14.5K
$344K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14.2K+ 104.37% |
$370K - $377K
|
27.9K
$661K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
14KNew |
$363K - $370K
|
14K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
13.5KNew |
$351K - $358K
|
13.5K
$321K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.4K+ 149.89% |
$348K - $355K
|
22.3K
$531K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
11.6K+ 14.61% |
$300K - $306K
|
90.7K
$2.15M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
10.8KNew |
$280K - $286K
|
10.8K
$256K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
10.1K+ 1.42% |
$262K - $267K
|
718K
$17.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.84K+ 7.42% |
$256K - $261K
|
143K
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.65K+ 15.03% |
$251K - $256K
|
73.9K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
9.54K+ 4.38% |
$248K - $253K
|
227K
$5.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.98K+ 39.16% |
$233K - $238K
|
31.9K
$758K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.93K+ 15.84% |
$232K - $237K
|
65.3K
$1.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 11.69% |
$225K - $230K
|
82.9K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.54KNew |
$222K - $227K
|
8.54K
$203K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.27K+ 10.07% |
$215K - $219K
|
90.4K
$2.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
6.64K+ 1328.0% |
$173K - $176K
|
7.14K
$170K
|