Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
202K+ 110.03% |
$5.27M - $5.7M
|
386K
$9.65M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.8K+ 585.26% |
$2.42M - $2.62M
|
109K
$2.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
87.7K+ 12.58% |
$2.29M - $2.48M
|
785K
$19.6M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.6K+ 17.57% |
$1.97M - $2.14M
|
506K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.3K+ 6.18% |
$1.7M - $1.84M
|
1.12M
$28.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
64.1K+ 9.23% |
$1.67M - $1.81M
|
759K
$19M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48.4KNew |
$1.26M - $1.37M
|
48.4K
$1.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
43.5KNew |
$1.14M - $1.23M
|
43.5K
$1.09M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
26.8K+ 157.67% |
$700K - $757K
|
43.8K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
19.8K+ 19.51% |
$516K - $558K
|
121K
$3.03M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 14.98% |
$514K - $556K
|
151K
$3.79M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16.1K+ 17.38% |
$419K - $454K
|
108K
$2.71M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
15.4K+ 3.12% |
$402K - $435K
|
510K
$12.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
13.4KNew |
$351K - $379K
|
13.4K
$336K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.1K+ 17.58% |
$317K - $343K
|
81.2K
$2.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.5K+ 15.48% |
$299K - $324K
|
85.6K
$2.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4KNew |
$297K - $321K
|
11.4K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11.1KNew |
$289K - $313K
|
11.1K
$277K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11K+ 6.44% |
$288K - $312K
|
182K
$4.56M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.6K+ 45.21% |
$278K - $301K
|
34.2K
$856K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10K+ 16.74% |
$262K - $284K
|
70.1K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
9.93KNew |
$259K - $280K
|
9.93K
$248K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.74K+ 84.37% |
$254K - $275K
|
21.3K
$533K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.06K+ 20.59% |
$237K - $256K
|
53.1K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
9.04KNew |
$236K - $255K
|
9.04K
$226K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
8.96K+ 4.51% |
$234K - $253K
|
208K
$5.19M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8.5K+ 5.5% |
$222K - $240K
|
163K
$4.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
7.86K+ 22.72% |
$205K - $222K
|
42.5K
$1.06M
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.35K+ 2.85% |
$192K - $208K
|
266K
$6.65M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.9K+ 6.23% |
$154K - $167K
|
101K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5K+ 34.24% |
$131K - $141K
|
19.6K
$491K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.81K+ 14.79% |
$99.5K - $108K
|
29.6K
$740K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.1K+ 3.6% |
$80.9K - $87.5K
|
89.3K
$2.23M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2.7K+ 31.17% |
$70.6K - $76.3K
|
11.4K
$285K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.1K+ 2.63% |
$54.7K - $59.2K
|
81.9K
$2.05M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
1.8K+ 22.86% |
$47K - $50.8K
|
9.67K
$242K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.43K+ 0.65% |
$37.2K - $40.2K
|
222K
$5.54M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.17K+ 0.97% |
$30.4K - $32.9K
|
121K
$3.02M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.01K+ 0.75% |
$26.4K - $28.6K
|
136K
$3.4M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
542New |
$14.1K - $15.3K
|
542
$13.6K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
509New |
$13.3K - $14.4K
|
509
$12.7K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
489New |
$12.8K - $13.8K
|
489
$12.2K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
455New |
$11.9K - $12.8K
|
455
$11.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
353+ 0.49% |
$9.21K - $9.97K
|
71.8K
$1.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
322+ 0.28% |
$8.4K - $9.09K
|
114K
$2.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
300+ 1.91% |
$7.83K - $8.47K
|
16K
$400K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
126+ 0.18% |
$3.29K - $3.56K
|
68.5K
$1.71M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
97+ 1.22% |
$2.53K - $2.74K
|
8.04K
$201K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
61+ 2.34% |
$1.59K - $1.72K
|
2.67K
$66.9K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56+ 0.75% |
$1.46K - $1.58K
|
7.55K
$189K
|