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 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.25K+ 3.06% |
$162K - $166K
|
211K
$5M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.68K+ 2.29% |
$148K - $151K
|
253K
$6.02M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.31K+ 4.3% |
$138K - $141K
|
129K
$3.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.46K+ 52.49% |
$116K - $118K
|
13K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.15K+ 5.98% |
$108K - $110K
|
73.5K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.5K+ 2.74% |
$91K - $92.9K
|
131K
$3.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
3.04K+ 4.07% |
$79K - $80.6K
|
77.8K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3K+ 1.48% |
$77.9K - $79.6K
|
206K
$4.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.82K+ 17.17% |
$47.2K - $48.2K
|
12.4K
$295K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.68K+ 1.35% |
$43.7K - $44.6K
|
127K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 1.17% |
$37.8K - $38.6K
|
126K
$2.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.4K+ 3.42% |
$36.4K - $37.1K
|
42.3K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
1.23K+ 14.21% |
$31.9K - $32.5K
|
9.86K
$234K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.2K+ 8.11% |
$31.2K - $31.8K
|
16K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.2K+ 8.11% |
$31.2K - $31.8K
|
16K
$380K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$26K - $26.5K
|
1K
$23.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
956New |
$24.8K - $25.4K
|
956
$22.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
856+ 0.55% |
$22.2K - $22.7K
|
158K
$3.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
800+ 13.42% |
$20.8K - $21.2K
|
6.76K
$161K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
757+ 1.03% |
$19.7K - $20.1K
|
74.1K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
693+ 10.96% |
$18K - $18.4K
|
7.02K
$167K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
574+ 7.32% |
$14.9K - $15.2K
|
8.42K
$200K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
419+ 1.96% |
$10.9K - $11.1K
|
21.8K
$518K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
414+ 1.73% |
$10.8K - $11K
|
24.3K
$578K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
255+ 1.07% |
$6.62K - $6.76K
|
24K
$571K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
250+ 0.95% |
$6.5K - $6.63K
|
26.5K
$629K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
241+ 1.29% |
$6.26K - $6.39K
|
19K
$451K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
134New |
$3.48K - $3.55K
|
134
$3.18K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
88+ 191.3% |
$2.29K - $2.33K
|
134
$3.18K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
30+ 0.02% |
$779 - $796
|
152K
$3.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.04% |
$675 - $690
|
70.8K
$1.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 0.18% |
$338 - $345
|
7.16K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 4.93% |
$286 - $292
|
234
$5.56K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26 - $26.5
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25Closed |
$650 - $663
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-27- 0.7% |
$701 - $716
|
3.82K
$90.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-132- 2.37% |
$3.43K - $3.5K
|
5.45K
$129K
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
SELL
|
- |
-156- 1.88% |
$4.05K - $4.14K
|
8.15K
$193K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-172Closed |
$4.47K - $4.56K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-253- 0.84% |
$6.57K - $6.71K
|
29.7K
$705K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-302- 0.1% |
$7.85K - $8.01K
|
303K
$7.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-326- 0.82% |
$8.47K - $8.65K
|
39.5K
$938K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-384- 1.13% |
$9.98K - $10.2K
|
33.6K
$797K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-414- 2.79% |
$10.8K - $11K
|
14.4K
$342K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-436- 1.53% |
$11.3K - $11.6K
|
28.1K
$668K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.54K- 99.94% |
$40K - $40.8K
|
1
$23.8
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.13K- 6.74% |
$55.3K - $56.5K
|
29.5K
$700K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.3K- 4.32% |
$59.7K - $60.9K
|
50.9K
$1.21M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.49K- 67.59% |
$64.7K - $66K
|
1.19K
$28.4K
|