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 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.34K- 0.33% |
$53.6K - $55.3K
|
710K
$16.9M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.7K- 0.32% |
$61.7K - $63.7K
|
846K
$20.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.95K- 0.88% |
$67.6K - $69.7K
|
332K
$7.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 7.46% |
$114K - $117K
|
61.5K
$1.46M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.24K- 60.08% |
$120K - $124K
|
3.48K
$82.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.56K- 31.04% |
$173K - $179K
|
16.8K
$399K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-8.56K- 1.11% |
$196K - $202K
|
763K
$18.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
SELL
|
- |
-8.63K- 12.43% |
$198K - $204K
|
60.8K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-8.9K- 4.06% |
$204K - $210K
|
210K
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-12.4K- 5.99% |
$284K - $293K
|
195K
$4.63M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-13.7K- 45.85% |
$313K - $323K
|
16.1K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.6K- 9.1% |
$380K - $392K
|
166K
$3.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-17.3K- 5.02% |
$396K - $408K
|
327K
$7.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 2.19% |
$461K - $475K
|
897K
$21.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22K- 8.48% |
$504K - $519K
|
237K
$5.64M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-25.3K- 27.57% |
$579K - $597K
|
66.5K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-26.9K- 37.81% |
$616K - $635K
|
44.2K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.6K- 2.68% |
$631K - $651K
|
1M
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-30.9K- 48.51% |
$708K - $730K
|
32.8K
$779K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-33.2K- 40.45% |
$760K - $783K
|
48.9K
$1.16M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-37.9K- 12.98% |
$868K - $894K
|
254K
$6.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-40.2K- 49.43% |
$921K - $950K
|
41.2K
$978K
|
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-45.2K- 42.47% |
$1.04M - $1.07M
|
61.3K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-50.3K- 7.09% |
$1.15M - $1.19M
|
659K
$15.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-65K- 39.43% |
$1.49M - $1.53M
|
99.8K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-72.4K- 54.9% |
$1.66M - $1.71M
|
59.5K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-103K- 72.29% |
$2.36M - $2.44M
|
39.6K
$940K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-130K- 77.46% |
$2.98M - $3.08M
|
37.9K
$900K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-140K- 31.33% |
$3.2M - $3.3M
|
306K
$7.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-189K- 77.31% |
$4.32M - $4.45M
|
55.3K
$1.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-210K- 6.8% |
$4.81M - $4.96M
|
2.88M
$68.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-681K- 65.7% |
$15.6M - $16.1M
|
355K
$8.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.73M- 50.69% |
$62.6M - $64.5M
|
2.66M
$63.1M
|