Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91.2K+ 37.98% |
$2.63M - $2.7M
|
331K
$8.22M
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
82.9K+ 198.51% |
$2.39M - $2.45M
|
125K
$3.09M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.9K+ 55.7% |
$1.47M - $1.51M
|
142K
$3.53M
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
37.9K+ 46.82% |
$1.1M - $1.12M
|
119K
$2.95M
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34.5K+ 8.03% |
$995K - $1.02M
|
464K
$11.5M
|
|
Nov 17, 2020
Q3 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
22K+ 84.62% |
$635K - $651K
|
48K
$1.19M
|
|
Nov 12, 2020
Q3 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
20.9K+ 4.16% |
$604K - $618K
|
524K
$13M
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 133.8% |
$507K - $519K
|
30.7K
$761K
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 17.59% |
$424K - $435K
|
98.2K
$2.44M
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.2K+ 34.5% |
$409K - $420K
|
55.3K
$1.37M
|
|
Nov 03, 2020
Q3 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13.5K+ 8.44% |
$390K - $399K
|
173K
$4.3M
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
9.6KNew |
$277K - $284K
|
9.6K
$238K
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.18K+ 48.29% |
$265K - $272K
|
28.2K
$700K
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.44K+ 85.57% |
$244K - $250K
|
18.3K
$454K
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
BUY
|
- |
7.83K+ 1.74% |
$226K - $232K
|
458K
$11.4M
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
7.65KNew |
$221K - $226K
|
7.65K
$190K
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.63K+ 14.76% |
$192K - $196K
|
51.6K
$1.28M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
6.32K+ 70.1% |
$182K - $187K
|
15.3K
$380K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6K+ 73.97% |
$173K - $178K
|
14.1K
$350K
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.43K+ 61.51% |
$157K - $161K
|
14.3K
$354K
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.29K+ 12.23% |
$153K - $157K
|
48.6K
$1.21M
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
BUY
|
- |
5.08KNew |
$147K - $150K
|
5.08K
$126K
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
BUY
|
- |
4.9K+ 64.53% |
$142K - $145K
|
12.5K
$310K
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.23K+ 2.97% |
$122K - $125K
|
147K
$3.64M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.21K+ 37.22% |
$121K - $124K
|
15.5K
$385K
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 31.2% |
$121K - $124K
|
17.7K
$439K
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
BUY
|
- |
4K+ 10.54% |
$116K - $118K
|
42K
$1.04M
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
3.1K+ 15.22% |
$89.6K - $91.8K
|
23.5K
$583K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03K+ 42.19% |
$87.5K - $89.7K
|
10.2K
$253K
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.94K+ 4.35% |
$85K - $87.1K
|
70.5K
$1.75M
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7KNew |
$78K - $79.9K
|
2.7K
$67K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.38KNew |
$68.8K - $70.5K
|
2.38K
$59.1K
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
2.24K+ 64.43% |
$64.7K - $66.3K
|
5.72K
$142K
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.07KNew |
$59.7K - $61.2K
|
2.07K
$51.3K
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
460+ 3.77% |
$13.3K - $13.6K
|
12.7K
$315K
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
364+ 7.3% |
$10.5K - $10.8K
|
5.35K
$133K
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
231+ 0.32% |
$6.67K - $6.84K
|
72.5K
$1.8M
|
|
Oct 22, 2020
Q3 2020
|
Signature Wealth Management Group
|
BUY
|
- |
30+ 0.04% |
$866 - $888
|
76.9K
$1.91M
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
26+ 10.57% |
$751 - $769
|
272
$6.75K
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 0.25% |
$375 - $385
|
5.28K
$131K
|
|
Oct 20, 2020
Q3 2020
|
Hms Capital Management, LLC
|
BUY
|
- |
3+ 0.03% |
$86.6 - $88.8
|
10.4K
$259K
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-528Closed |
$15.2K - $15.6K
|
0
$0
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-588- 10.28% |
$17K - $17.4K
|
5.13K
$127K
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-743- 6.46% |
$21.5K - $22K
|
10.8K
$267K
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-900- 29.25% |
$26K - $26.6K
|
2.18K
$54K
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-1.52K- 82.63% |
$44K - $45K
|
320
$7.94K
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.84K- 15.17% |
$82K - $84K
|
15.9K
$394K
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.87K- 37.44% |
$82.9K - $85K
|
4.8K
$119K
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.92K- 4.47% |
$113K - $116K
|
83.9K
$2.08M
|