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 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.11K+ 20.09% |
$47.5K - $49.8K
|
12.6K
$302K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.93KNew |
$43.5K - $45.7K
|
1.93K
$46.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.93K+ 7.74% |
$43.5K - $45.7K
|
26.9K
$645K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.44KNew |
$32.4K - $34K
|
1.44K
$34.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 3.53% |
$30K - $31.5K
|
39K
$938K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 9.57% |
$25.1K - $26.3K
|
12.7K
$306K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
960+ 3.53% |
$21.6K - $22.7K
|
28.1K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
899+ 3.58% |
$20.3K - $21.3K
|
26K
$625K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
855New |
$19.3K - $20.2K
|
855
$20.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
773+ 3.3% |
$17.4K - $18.3K
|
24.2K
$582K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
710+ 15.98% |
$16K - $16.8K
|
5.15K
$124K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
674+ 1.83% |
$15.2K - $16K
|
37.5K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
354+ 0.97% |
$7.98K - $8.38K
|
37K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
216+ 1.15% |
$4.87K - $5.11K
|
19.1K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
214New |
$4.83K - $5.07K
|
214
$5.14K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 1.88% |
$2.95K - $3.1K
|
7.12K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
94+ 204.35% |
$2.12K - $2.22K
|
140
$3.36K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
88+ 1.86% |
$1.98K - $2.08K
|
4.82K
$116K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
45+ 0.03% |
$1.01K - $1.07K
|
152K
$3.65M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
19+ 0.09% |
$428 - $450
|
20.9K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$90.2 - $94.7
|
4
$96.1
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2+ 0.01% |
$45.1 - $47.3
|
19.2K
$461K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.53% |
$135 - $142
|
1.12K
$27K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.56% |
$970 - $1.02K
|
7.58K
$182K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-291- 0.07% |
$6.56K - $6.89K
|
389K
$9.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 2.13% |
$11.3K - $11.8K
|
23K
$553K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 2.35% |
$11.3K - $11.8K
|
20.7K
$498K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-972- 6.89% |
$21.9K - $23K
|
13.1K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.05K- 4.15% |
$23.7K - $24.8K
|
24.3K
$583K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.99K- 2.68% |
$44.9K - $47.1K
|
72.2K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.73K- 42.74% |
$84.2K - $88.3K
|
5K
$120K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.82K- 71.71% |
$109K - $114K
|
1.9K
$45.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-10.3K- 3.12% |
$233K - $245K
|
321K
$7.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-12.4K- 15.1% |
$279K - $293K
|
69.5K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-16K- 7.18% |
$360K - $378K
|
207K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.9K- 28.14% |
$381K - $399K
|
43.1K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-42.4K- 4.24% |
$956K - $1M
|
957K
$23M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-76K- 55.45% |
$1.71M - $1.8M
|
61.1K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-111K- 70.43% |
$2.5M - $2.63M
|
46.6K
$1.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-113K- 39.28% |
$2.55M - $2.68M
|
175K
$4.2M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-263K- 59.39% |
$5.92M - $6.22M
|
180K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-687K- 65.92% |
$15.5M - $16.3M
|
355K
$8.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.02M- 16.16% |
$23M - $24.1M
|
5.29M
$127M
|