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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
22.3K+ 14.2% |
$510K - $526K
|
179K
$4.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 175.0% |
$458K - $472K
|
31.4K
$747K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19.4K+ 14.74% |
$444K - $458K
|
151K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2KNew |
$417K - $430K
|
18.2K
$432K
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
17.6KNew |
$402K - $415K
|
17.6K
$417K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
17.4KNew |
$399K - $411K
|
17.4K
$414K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 3436.4% |
$393K - $406K
|
17.7K
$420K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
17KNew |
$390K - $402K
|
17K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
16.8K+ 46.98% |
$385K - $397K
|
52.7K
$1.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16K+ 8.45% |
$367K - $378K
|
206K
$4.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
16KNew |
$367K - $378K
|
16K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
16KNew |
$366K - $378K
|
16K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 18.9% |
$351K - $362K
|
96.4K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
14.7K+ 26.57% |
$338K - $348K
|
70.2K
$1.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$332K - $342K
|
14.5K
$344K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
14.3KNew |
$328K - $339K
|
14.3K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 6.91% |
$307K - $316K
|
207K
$4.92M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
13KNew |
$298K - $307K
|
13K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$283K - $292K
|
12.4K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.3KNew |
$283K - $291K
|
12.3K
$293K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
12K+ 816.92% |
$274K - $283K
|
13.4K
$319K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 18.7% |
$266K - $274K
|
73.7K
$1.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.3K+ 3.94% |
$259K - $267K
|
298K
$7.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 11.99% |
$256K - $264K
|
105K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 1.58% |
$253K - $261K
|
709K
$16.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11KNew |
$253K - $260K
|
11K
$262K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 6.88% |
$249K - $256K
|
169K
$4.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.8KNew |
$247K - $255K
|
10.8K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 96.86% |
$238K - $246K
|
21.2K
$503K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10.4KNew |
$238K - $245K
|
10.4K
$247K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
10.3K+ 113.46% |
$236K - $244K
|
19.4K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.83KNew |
$225K - $232K
|
9.83K
$233K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.1K+ 99.98% |
$208K - $215K
|
18.2K
$432K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.73KNew |
$200K - $206K
|
8.73K
$207K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
7.68K+ 66.74% |
$176K - $181K
|
19.2K
$455K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.63K+ 17.62% |
$175K - $180K
|
50.9K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.31K+ 2.76% |
$167K - $173K
|
273K
$6.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.14K+ 25.56% |
$164K - $169K
|
35.1K
$833K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7.11K+ 24.09% |
$163K - $168K
|
36.6K
$870K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.47K+ 7.09% |
$148K - $153K
|
97.7K
$2.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.89K+ 25.91% |
$135K - $139K
|
28.6K
$680K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.52K+ 6.44% |
$126K - $130K
|
91.3K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.47K+ 5.62% |
$125K - $129K
|
103K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.89KNew |
$112K - $115K
|
4.89K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.88K+ 36.83% |
$112K - $115K
|
18.1K
$431K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.84K+ 19.41% |
$111K - $114K
|
29.8K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.84KNew |
$111K - $114K
|
4.84K
$115K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
4.73KNew |
$108K - $112K
|
4.73K
$112K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
4.69K+ 18.36% |
$107K - $111K
|
30.2K
$718K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.11KNew |
$94K - $96.9K
|
4.11K
$97.5K
|