Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.27MNew |
$30M - $32.6M
|
1.27M
$31.8M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.23M+ 32.07% |
$29M - $31.5M
|
5.05M
$126M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
483K+ 74.31% |
$11.4M - $12.4M
|
1.13M
$28.3M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
287KNew |
$6.79M - $7.37M
|
287K
$7.19M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
262K+ 127.72% |
$6.2M - $6.73M
|
468K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
211KNew |
$4.99M - $5.42M
|
211K
$5.28M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
158K+ 33.01% |
$3.74M - $4.06M
|
637K
$15.9M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
114K+ 13.7% |
$2.7M - $2.93M
|
947K
$23.7M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100K+ 374.17% |
$2.37M - $2.57M
|
127K
$3.18M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
83.6K+ 42.61% |
$1.97M - $2.14M
|
280K
$7M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
80.8K+ 77.47% |
$1.91M - $2.07M
|
185K
$4.63M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66.3KNew |
$1.57M - $1.7M
|
66.3K
$1.66M
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
59.1K+ 3.55% |
$1.4M - $1.52M
|
1.72M
$43.1M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
54.6KNew |
$1.29M - $1.4M
|
54.6K
$1.37M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
52.7K+ 1484.11% |
$1.24M - $1.35M
|
56.2K
$1.41M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.6K+ 30.37% |
$1.24M - $1.35M
|
226K
$5.66M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.4K+ 63.6% |
$907K - $985K
|
98.8K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 8.5% |
$884K - $960K
|
477K
$11.9M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
33.6K+ 13.16% |
$794K - $862K
|
289K
$7.23M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.4KNew |
$719K - $780K
|
30.4K
$761K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
25.2K+ 19.84% |
$595K - $647K
|
152K
$3.81M
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.3KNew |
$527K - $572K
|
22.3K
$558K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 30.19% |
$482K - $524K
|
88K
$2.2M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.5K+ 14.9% |
$461K - $501K
|
150K
$3.76M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
17.6K+ 12.01% |
$416K - $452K
|
164K
$4.11M
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17.1K+ 15.68% |
$404K - $439K
|
126K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.9KNew |
$257K - $279K
|
10.9K
$272K
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
9.24KNew |
$218K - $237K
|
9.24K
$231K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.84K+ 79.83% |
$209K - $227K
|
19.9K
$498K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.63K+ 62.46% |
$157K - $170K
|
17.3K
$432K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.38K+ 9.51% |
$151K - $164K
|
73.5K
$1.84M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.04K+ 6.29% |
$143K - $155K
|
102K
$2.55M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.85K+ 18.88% |
$138K - $150K
|
36.8K
$922K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.25K+ 102.1% |
$124K - $135K
|
10.4K
$260K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.16K+ 7.67% |
$122K - $133K
|
72.5K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.52K+ 5.4% |
$107K - $116K
|
88.1K
$2.2M
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.92K+ 8.48% |
$68.9K - $74.8K
|
37.3K
$933K
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.76K+ 8.01% |
$65.3K - $70.9K
|
37.2K
$932K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.67K+ 50.81% |
$63.1K - $68.5K
|
7.93K
$198K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.31KNew |
$54.6K - $59.3K
|
2.31K
$57.8K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1.8K+ 18.61% |
$42.5K - $46.2K
|
11.5K
$287K
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1.72K+ 14.35% |
$40.6K - $44.1K
|
13.7K
$342K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.43K+ 5.96% |
$33.7K - $36.6K
|
25.4K
$634K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
958+ 21.36% |
$22.6K - $24.6K
|
5.44K
$136K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
907+ 1.12% |
$21.4K - $23.3K
|
81.7K
$2.04M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
880New |
$20.8K - $22.6K
|
880
$22K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
714New |
$16.9K - $18.3K
|
714
$17.9K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
682+ 0.52% |
$16.1K - $17.5K
|
133K
$3.33M
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
648+ 0.21% |
$15.3K - $16.6K
|
313K
$7.83M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
640New |
$15.1K - $16.4K
|
640
$16K
|