Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
941KNew |
$21.5M - $22.2M
|
941K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
734K+ 16.84% |
$16.8M - $17.3M
|
5.09M
$121M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
674K+ 101.08% |
$15.4M - $15.9M
|
1.34M
$31.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
503KNew |
$11.5M - $11.9M
|
503K
$11.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
483KNew |
$11.1M - $11.4M
|
483K
$11.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
471K+ 135.82% |
$10.8M - $11.1M
|
818K
$19.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
458K+ 483.18% |
$10.5M - $10.8M
|
553K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
416K+ 56.8% |
$9.52M - $9.82M
|
1.15M
$27.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
355K+ 65.36% |
$8.12M - $8.37M
|
897K
$21.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
347K+ 230.45% |
$7.95M - $8.2M
|
498K
$11.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
324KNew |
$7.42M - $7.65M
|
324K
$7.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
313K+ 47.33% |
$7.16M - $7.38M
|
973K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
292K+ 59.13% |
$6.7M - $6.91M
|
787K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
278K+ 812.59% |
$6.35M - $6.55M
|
312K
$7.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
270K+ 204.25% |
$6.18M - $6.38M
|
402K
$9.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
263K+ 36.05% |
$6.02M - $6.21M
|
993K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 19.35% |
$5.61M - $5.78M
|
1.51M
$35.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 27.0% |
$4.4M - $4.53M
|
903K
$21.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
183K+ 384.0% |
$4.19M - $4.32M
|
231K
$5.48M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
165KNew |
$3.79M - $3.91M
|
165K
$3.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
155KNew |
$3.54M - $3.65M
|
155K
$3.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
139K+ 16.84% |
$3.19M - $3.29M
|
966K
$22.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
138KNew |
$3.17M - $3.27M
|
138K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
131K+ 1601.0% |
$3M - $3.09M
|
139K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
115KNew |
$2.64M - $2.72M
|
115K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115KNew |
$2.63M - $2.72M
|
115K
$2.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
100K+ 38.07% |
$2.29M - $2.36M
|
363K
$8.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.1KNew |
$2.27M - $2.34M
|
99.1K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
97.1K+ 12.53% |
$2.22M - $2.29M
|
872K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96.3KNew |
$2.21M - $2.27M
|
96.3K
$2.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
87.4K+ 21.55% |
$2M - $2.06M
|
493K
$11.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
72.1K+ 38.0% |
$1.65M - $1.7M
|
262K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
65.5K+ 636.86% |
$1.5M - $1.55M
|
75.8K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
63.9KNew |
$1.46M - $1.51M
|
63.9K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
58.9K+ 132.22% |
$1.35M - $1.39M
|
104K
$2.46M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56.7K+ 16.69% |
$1.3M - $1.34M
|
396K
$9.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.9K+ 27.29% |
$1.28M - $1.32M
|
261K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.8KNew |
$1.28M - $1.32M
|
55.8K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
55.5KNew |
$1.27M - $1.31M
|
55.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.6KNew |
$1.09M - $1.12M
|
47.6K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
46.9KNew |
$1.07M - $1.11M
|
46.9K
$1.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.3K+ 41.46% |
$1.02M - $1.05M
|
151K
$3.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43.2KNew |
$989K - $1.02M
|
43.2K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
37.6K+ 2889.54% |
$860K - $887K
|
38.9K
$923K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
36.1KNew |
$826K - $852K
|
36.1K
$857K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
32.4K+ 36.97% |
$743K - $766K
|
120K
$2.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
31.8K+ 28.03% |
$729K - $751K
|
145K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
27.8KNew |
$637K - $657K
|
27.8K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.8K+ 4.16% |
$614K - $633K
|
672K
$16M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 299.72% |
$560K - $578K
|
32.6K
$775K
|