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 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.1% |
$28.7 - $29.2
|
90
$2.26K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-14- 0.06% |
$401 - $409
|
22.7K
$570K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 75.64% |
$1.69K - $1.72K
|
19
$478
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-64- 0.79% |
$1.83K - $1.87K
|
8.06K
$203K
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-195- 1.94% |
$5.59K - $5.69K
|
9.87K
$248K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-393Closed |
$11.3K - $11.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-530- 1.96% |
$15.2K - $15.5K
|
26.5K
$666K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-860- 16.19% |
$24.6K - $25.1K
|
4.45K
$112K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.53K- 2.27% |
$43.8K - $44.7K
|
65.8K
$1.65M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.7K- 12.5% |
$48.7K - $49.6K
|
11.9K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.24K- 1.18% |
$64.2K - $65.5K
|
188K
$4.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.4K- 24.26% |
$68.7K - $70.1K
|
7.49K
$188K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.58K- 1.89% |
$74K - $75.4K
|
134K
$3.38M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.04K- 3.26% |
$87.2K - $88.8K
|
90.3K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.11K- 4.51% |
$118K - $120K
|
87.1K
$2.19M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-7.65KClosed |
$219K - $223K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1KClosed |
$432K - $440K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.8K- 11.56% |
$451K - $460K
|
121K
$3.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-27.4KClosed |
$786K - $801K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53K- 97.21% |
$1.52M - $1.55M
|
1.53K
$38.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-113KClosed |
$3.25M - $3.31M
|
0
$0
|