Purchases and Sales Made in Q3 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
245KNew |
$7.02M - $7.16M
|
245K
$6.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
222KNew |
$6.35M - $6.47M
|
222K
$5.57M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
77.3K+ 14.05% |
$2.21M - $2.26M
|
627K
$15.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
63.9K+ 11.72% |
$1.83M - $1.87M
|
609K
$15.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.9K+ 170.96% |
$1.6M - $1.63M
|
88.5K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.3K+ 49.38% |
$1.16M - $1.18M
|
122K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.3K+ 3.28% |
$839K - $856K
|
922K
$23.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$728K - $742K
|
25.4K
$639K
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
20K+ 14.87% |
$573K - $584K
|
155K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
19.5KNew |
$560K - $570K
|
19.5K
$491K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 22.54% |
$504K - $514K
|
95.6K
$2.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
16.8K+ 10.09% |
$481K - $490K
|
183K
$4.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16.4K+ 7.56% |
$469K - $478K
|
233K
$5.86M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 4.55% |
$459K - $468K
|
368K
$9.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
15.5K+ 28.04% |
$443K - $452K
|
70.7K
$1.78M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
11.9KNew |
$342K - $348K
|
11.9K
$300K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
11.4K+ 5.56% |
$326K - $332K
|
216K
$5.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9KNew |
$258K - $263K
|
9K
$226K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.05K+ 7.59% |
$230K - $235K
|
114K
$2.87M
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.89K+ 11.39% |
$197K - $201K
|
67.4K
$1.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
6.26K+ 22.84% |
$179K - $183K
|
33.7K
$846K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
6.04K+ 6.54% |
$173K - $176K
|
98.4K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.69K+ 2.76% |
$134K - $137K
|
174K
$4.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.55K+ 5.31% |
$102K - $104K
|
70.4K
$1.77M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3K+ 2.18% |
$85.9K - $87.5K
|
140K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.93K+ 3.37% |
$84K - $85.6K
|
89.8K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 385.53% |
$76.3K - $77.8K
|
3.36K
$84.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.6KNew |
$74.4K - $75.8K
|
2.6K
$65.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.43K+ 32.75% |
$69.7K - $71K
|
9.86K
$248K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
2.17K+ 0.45% |
$62.2K - $63.4K
|
487K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.16K+ 38.57% |
$61.9K - $63.1K
|
7.76K
$195K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2K+ 7.25% |
$57.3K - $58.4K
|
29.6K
$744K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.74K+ 3.62% |
$50K - $50.9K
|
49.9K
$1.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.65K+ 7.93% |
$47.3K - $48.2K
|
22.5K
$566K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.38K+ 10.04% |
$39.6K - $40.4K
|
15.1K
$381K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 23.17% |
$31.3K - $31.9K
|
5.8K
$146K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
812+ 0.97% |
$23.3K - $23.7K
|
84.3K
$2.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
650+ 1.56% |
$18.6K - $19K
|
42.2K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
497+ 1.64% |
$14.2K - $14.5K
|
30.8K
$773K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
392+ 0.61% |
$11.2K - $11.4K
|
65.2K
$1.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
368+ 0.42% |
$10.5K - $10.7K
|
87.8K
$2.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
358+ 2.52% |
$10.3K - $10.5K
|
14.5K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
160New |
$4.58K - $4.67K
|
160
$4.02K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106+ 1.51% |
$3.04K - $3.1K
|
7.15K
$180K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 310.53% |
$1.69K - $1.72K
|
78
$1.96K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43New |
$1.23K - $1.26K
|
43
$1.08K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
26+ 6.77% |
$745 - $759
|
410
$10.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.04% |
$172 - $175
|
14.6K
$367K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$28.7 - $29.2
|
1
$25.2
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|