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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
587+ 0.89% |
$13.9K - $15.1K
|
66.2K
$1.66M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
312+ 2.2% |
$7.37K - $8.01K
|
14.5K
$364K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
74+ 0.74% |
$1.75K - $1.9K
|
10K
$253K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
56+ 0.05% |
$1.32K - $1.44K
|
122K
$3.06M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50+ 0.35% |
$1.18K - $1.28K
|
14.3K
$359K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.22% |
$638 - $693
|
12.1K
$304K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.04% |
$165 - $180
|
16.1K
$405K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 0.29% |
$473 - $513
|
6.96K
$175K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-40- 0.11% |
$945 - $1.03K
|
35.1K
$884K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-200- 1.79% |
$4.73K - $5.13K
|
11K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-225- 3.58% |
$5.32K - $5.77K
|
6.06K
$152K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-523- 2.32% |
$12.4K - $13.4K
|
22K
$553K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-558Closed |
$13.2K - $14.3K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-812- 6.3% |
$19.2K - $20.8K
|
12.1K
$304K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-965- 0.19% |
$22.8K - $24.8K
|
502K
$12.6M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.41K- 60.97% |
$33.2K - $36.1K
|
900
$22.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2.16K- 23.84% |
$50.9K - $55.3K
|
6.89K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.98K- 3.26% |
$70.3K - $76.4K
|
88.3K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 16.01% |
$74.2K - $80.6K
|
16.5K
$415K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.9K- 6.78% |
$116K - $126K
|
67.3K
$1.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.93K- 1.87% |
$116K - $126K
|
259K
$6.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.4K- 8.22% |
$128K - $139K
|
60.3K
$1.52M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.16K- 3.93% |
$146K - $158K
|
151K
$3.79M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.51K- 17.69% |
$154K - $167K
|
30.3K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-7K- 4.35% |
$165K - $180K
|
154K
$3.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-9.66K- 4.81% |
$228K - $248K
|
191K
$4.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-14.1K- 1.74% |
$332K - $361K
|
794K
$20M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-16.4K- 37.09% |
$388K - $421K
|
27.8K
$700K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-21.2K- 63.01% |
$501K - $544K
|
12.5K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.3K- 10.12% |
$951K - $1.03M
|
358K
$8.99M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-104K- 84.08% |
$2.45M - $2.66M
|
19.7K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-374K- 85.2% |
$8.83M - $9.59M
|
64.9K
$1.63M
|