Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25.1KNew |
$565K - $593K
|
25.1K
$602K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25K+ 19.75% |
$564K - $593K
|
152K
$3.65M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
24.9KNew |
$563K - $590K
|
24.9K
$599K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.2K+ 132.42% |
$500K - $525K
|
38.9K
$934K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.1K+ 296.12% |
$499K - $524K
|
29.6K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
21.6KNew |
$488K - $512K
|
21.6K
$520K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
20.2K+ 1556.77% |
$456K - $479K
|
21.5K
$517K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.2K+ 38.97% |
$433K - $454K
|
68.5K
$1.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18.9K+ 14.38% |
$425K - $446K
|
150K
$3.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
18KNew |
$405K - $425K
|
18K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
17.2K+ 9.52% |
$388K - $407K
|
198K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16.5KNew |
$373K - $392K
|
16.5K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$369K - $388K
|
16.4K
$393K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16.3K+ 7.53% |
$368K - $386K
|
233K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
16KNew |
$361K - $379K
|
16K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16K+ 82.44% |
$361K - $379K
|
35.4K
$851K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 2.7% |
$314K - $330K
|
530K
$12.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.4K+ 15.58% |
$303K - $318K
|
99.6K
$2.39M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.9KNew |
$290K - $304K
|
12.9K
$309K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.7K+ 34.25% |
$286K - $300K
|
49.7K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12.3K+ 341.52% |
$277K - $290K
|
15.9K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 4.61% |
$266K - $279K
|
268K
$6.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11.1KNew |
$251K - $263K
|
11.1K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$250K - $262K
|
11.1K
$266K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10.9K+ 3.77% |
$246K - $258K
|
300K
$7.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.2KNew |
$230K - $241K
|
10.2K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
10.1KNew |
$227K - $238K
|
10.1K
$242K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.9K+ 138.02% |
$223K - $234K
|
17.1K
$410K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.67KNew |
$218K - $229K
|
9.67K
$232K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.95K+ 1.34% |
$202K - $212K
|
680K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.21K+ 2.38% |
$185K - $194K
|
353K
$8.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.49KNew |
$169K - $177K
|
7.49K
$180K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.4K+ 40.45% |
$167K - $175K
|
25.7K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.13K+ 16.04% |
$161K - $169K
|
51.6K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6.39KNew |
$144K - $151K
|
6.39K
$153K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.75KNew |
$130K - $136K
|
5.75K
$138K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.75K+ 18.63% |
$130K - $136K
|
36.6K
$879K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
5.25KNew |
$118K - $124K
|
5.25K
$126K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.82K+ 8.32% |
$109K - $114K
|
62.7K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.76KNew |
$107K - $113K
|
4.76K
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.37K+ 5.78% |
$98.4K - $103K
|
79.8K
$1.92M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.35K+ 180.2% |
$98.1K - $103K
|
6.76K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.25K+ 72.17% |
$95.9K - $101K
|
10.1K
$244K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.97K+ 10.18% |
$89.6K - $94.1K
|
43K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.95K+ 10.14% |
$89.2K - $93.6K
|
42.9K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.52K+ 16.05% |
$79.3K - $83.2K
|
25.4K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.5K+ 4.64% |
$79K - $82.9K
|
79K
$1.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.49K+ 6.01% |
$78.7K - $82.6K
|
61.5K
$1.48M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.6K+ 1.04% |
$58.5K - $61.4K
|
252K
$6.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.14K+ 2.21% |
$48.1K - $50.5K
|
98.7K
$2.37M
|