Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
105New |
$2.56K - $2.75K
|
105
$2.65K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
69+ 14.11% |
$1.68K - $1.81K
|
558
$14.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
41+ 0.41% |
$999 - $1.08K
|
9.97K
$251K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.27% |
$292 - $315
|
4.49K
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.04% |
$171 - $184
|
19.6K
$495K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 4.65% |
$48.7 - $52.5
|
45
$1.13K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3Closed |
$73.1 - $78.7
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-175- 1.54% |
$4.26K - $4.59K
|
11.2K
$282K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-580Closed |
$14.1K - $15.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-784- 10.1% |
$19.1K - $20.6K
|
6.98K
$176K
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-980- 10.34% |
$23.9K - $25.7K
|
8.5K
$214K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.1K- 17.28% |
$26.7K - $28.8K
|
5.26K
$132K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 1.39% |
$27.8K - $29.9K
|
80.8K
$2.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.2K- 1.74% |
$29.1K - $31.3K
|
67.3K
$1.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.27K- 16.79% |
$30.9K - $33.2K
|
6.28K
$158K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 11.73% |
$39K - $42K
|
12.1K
$304K
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 1.23% |
$48.7K - $52.5K
|
161K
$4.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.16K- 0.81% |
$52.7K - $56.8K
|
263K
$6.64M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.67KClosed |
$65.1K - $70.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.85K- 6.87% |
$118K - $127K
|
65.7K
$1.66M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.14K- 16.09% |
$125K - $135K
|
26.8K
$675K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.61K- 1.3% |
$161K - $173K
|
503K
$12.7M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.63K- 38.45% |
$162K - $174K
|
10.6K
$268K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-6.91K- 3.33% |
$168K - $181K
|
201K
$5.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.29K- 10.0% |
$178K - $191K
|
65.6K
$1.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-8.79K- 20.71% |
$214K - $231K
|
33.7K
$849K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.85K- 20.46% |
$215K - $232K
|
34.4K
$867K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-12.6K- 28.84% |
$306K - $329K
|
31K
$781K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.8K- 59.39% |
$507K - $546K
|
14.2K
$359K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53K- 97.21% |
$1.29M - $1.39M
|
1.53K
$38.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.4K- 13.32% |
$1.64M - $1.77M
|
439K
$11.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-70.1KClosed |
$1.71M - $1.84M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-472K- 42.09% |
$11.5M - $12.4M
|
649K
$16.4M
|