Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$28.2 - $28.7
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19Closed |
$535 - $546
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-25- 0.21% |
$704 - $719
|
11.9K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-58- 0.4% |
$1.63K - $1.67K
|
14.5K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-90Closed |
$2.53K - $2.59K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-125- 17.73% |
$3.52K - $3.59K
|
580
$14.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-160Closed |
$4.5K - $4.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-431- 1.63% |
$12.1K - $12.4K
|
26K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 50.0% |
$14.1K - $14.4K
|
500
$12.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-718- 0.51% |
$20.2K - $20.6K
|
140K
$3.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-856- 1.46% |
$24.1K - $24.6K
|
57.6K
$1.44M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.36KClosed |
$94.4K - $96.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.62K- 4.16% |
$102K - $104K
|
83.5K
$2.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.88KClosed |
$109K - $112K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.6K- 5.1% |
$130K - $132K
|
85.7K
$2.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.15KClosed |
$201K - $205K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-10.6K- 15.06% |
$299K - $306K
|
60K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.1KClosed |
$312K - $318K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 45.79% |
$327K - $334K
|
13.8K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-11.7K- 59.7% |
$328K - $335K
|
7.87K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-21.3K- 35.01% |
$599K - $612K
|
39.5K
$989K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-30.8KClosed |
$866K - $884K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.4K- 53.52% |
$1.33M - $1.36M
|
41.1K
$1.03M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53K- 97.21% |
$1.49M - $1.52M
|
1.53K
$38.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.4K- 40.54% |
$1.53M - $1.56M
|
79.9K
$2M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-61.6K- 26.43% |
$1.73M - $1.77M
|
171K
$4.29M
|