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 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.11KNew |
$94K - $96.9K
|
4.11K
$97.5K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.92K+ 9.43% |
$89.8K - $92.6K
|
45.5K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.89K+ 13.16% |
$89.1K - $91.8K
|
33.5K
$794K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.6K+ 1.02% |
$82.3K - $84.9K
|
355K
$8.43M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.57K+ 11.19% |
$81.8K - $84.4K
|
35.5K
$843K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3.48KNew |
$79.7K - $82.2K
|
3.48K
$82.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.38K+ 32.38% |
$77.4K - $79.8K
|
13.8K
$328K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.33K+ 9.32% |
$76.2K - $78.6K
|
39K
$927K
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
3.2K+ 47.34% |
$73.3K - $75.6K
|
9.96K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.16K+ 27.09% |
$72.4K - $74.6K
|
14.8K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.15K+ 89.6% |
$72K - $74.3K
|
6.66K
$158K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.63K+ 3.19% |
$60.3K - $62.2K
|
85.2K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.52KNew |
$57.7K - $59.5K
|
2.52K
$59.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2KNew |
$45.8K - $47.2K
|
2K
$47.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.89K+ 14.56% |
$43.3K - $44.7K
|
14.9K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.84K+ 5.59% |
$42K - $43.3K
|
34.7K
$823K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.67K+ 14.47% |
$38.3K - $39.5K
|
13.2K
$314K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.66K+ 48.97% |
$38K - $39.2K
|
5.05K
$120K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48KNew |
$34K - $35K
|
1.48K
$35.2K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.47K+ 12.08% |
$33.7K - $34.7K
|
13.6K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.15KNew |
$26.4K - $27.2K
|
1.15K
$27.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.06K+ 9.67% |
$24.3K - $25.1K
|
12K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
943+ 0.82% |
$21.6K - $22.3K
|
115K
$2.74M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
850New |
$19.5K - $20.1K
|
850
$20.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
645New |
$14.8K - $15.2K
|
645
$15.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
567+ 1.38% |
$13K - $13.4K
|
41.6K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
526New |
$12K - $12.4K
|
526
$12.5K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
500New |
$11.5K - $11.8K
|
500
$11.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
477+ 0.49% |
$10.9K - $11.3K
|
97.3K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
440+ 3.52% |
$10.1K - $10.4K
|
12.9K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
363+ 0.68% |
$8.31K - $8.57K
|
54.1K
$1.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
270+ 0.76% |
$6.18K - $6.37K
|
35.9K
$854K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 1.53% |
$1.33K - $1.37K
|
3.85K
$91.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5+ 3.7% |
$115 - $118
|
140
$3.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$91.6 - $94.4
|
4
$95
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$115 - $118
|
28.3K
$672K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.52% |
$137 - $142
|
1.14K
$27K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 0.72% |
$1.58K - $1.63K
|
9.47K
$225K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-133- 0.11% |
$3.05K - $3.14K
|
123K
$2.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-180- 0.98% |
$4.12K - $4.25K
|
18.1K
$430K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-187- 2.5% |
$4.28K - $4.42K
|
7.29K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-501- 0.44% |
$11.5K - $11.8K
|
113K
$2.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-910- 2.26% |
$20.8K - $21.5K
|
39.4K
$935K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-910- 0.17% |
$20.8K - $21.5K
|
530K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 0.46% |
$22.9K - $23.6K
|
215K
$5.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1K- 33.33% |
$22.9K - $23.6K
|
2K
$47.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 99.92% |
$28.3K - $29.2K
|
1
$23.8
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.42K- 0.61% |
$32.4K - $33.4K
|
232K
$5.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.68K- 5.87% |
$38.5K - $39.7K
|
26.9K
$639K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.88K- 2.25% |
$43K - $44.4K
|
81.8K
$1.94M
|