Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
392K+ 257.46% |
$9.13M - $9.71M
|
544K
$13.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
326K+ 28.78% |
$7.59M - $8.08M
|
1.46M
$36.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
306K+ 47.94% |
$7.12M - $7.58M
|
943K
$23.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
197KNew |
$4.58M - $4.88M
|
197K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
148K+ 31.0% |
$3.45M - $3.67M
|
625K
$15.6M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
143K+ 15.12% |
$3.34M - $3.55M
|
1.09M
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
128K+ 1175.39% |
$2.98M - $3.17M
|
139K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
90.5KNew |
$2.11M - $2.24M
|
90.5K
$2.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
89.1KNew |
$2.08M - $2.21M
|
89.1K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89K+ 137.04% |
$2.07M - $2.21M
|
154K
$3.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
77.5KNew |
$1.81M - $1.92M
|
77.5K
$1.94M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
62.6KNew |
$1.46M - $1.55M
|
62.6K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.8K+ 27.44% |
$1.18M - $1.26M
|
236K
$5.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45K+ 29.93% |
$1.05M - $1.12M
|
195K
$4.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.7K+ 42.17% |
$970K - $1.03M
|
140K
$3.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
37KNew |
$863K - $918K
|
37K
$927K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
36KNew |
$840K - $894K
|
36K
$902K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.6KNew |
$714K - $760K
|
30.6K
$767K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25.7K+ 25.2% |
$598K - $637K
|
128K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5KNew |
$570K - $607K
|
24.5K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23.7K+ 8.24% |
$551K - $586K
|
311K
$7.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.2K+ 9.38% |
$494K - $526K
|
247K
$6.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 4.47% |
$487K - $518K
|
489K
$12.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17.9K+ 14.17% |
$417K - $444K
|
144K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
17.8KNew |
$414K - $441K
|
17.8K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.5K+ 220.57% |
$407K - $433K
|
25.4K
$636K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.2K+ 43.24% |
$354K - $377K
|
50.3K
$1.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
15.2K+ 9.23% |
$353K - $376K
|
180K
$4.49M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.2KNew |
$330K - $351K
|
14.2K
$355K
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
14.1KNew |
$327K - $348K
|
14.1K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.7KNew |
$319K - $340K
|
13.7K
$343K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.7KNew |
$319K - $340K
|
13.7K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 43.52% |
$308K - $328K
|
43.7K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$286K - $305K
|
12.3K
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 199.14% |
$281K - $299K
|
18.1K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$276K - $294K
|
11.8K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.5K+ 71.09% |
$267K - $284K
|
27.6K
$690K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11K+ 7.14% |
$256K - $273K
|
165K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$242K - $257K
|
10.4K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.99K+ 44.8% |
$233K - $248K
|
32.3K
$808K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9.38K+ 3.35% |
$218K - $233K
|
289K
$7.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.72K+ 61.05% |
$203K - $216K
|
23K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.99K+ 7.54% |
$116K - $124K
|
71.2K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.28K+ 600.0% |
$99.8K - $106K
|
5K
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.17KNew |
$97.1K - $103K
|
4.17K
$104K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.01K+ 23.22% |
$93.3K - $99.3K
|
21.3K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.61K+ 9.68% |
$84K - $89.4K
|
40.9K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.23K+ 8.76% |
$75.1K - $79.9K
|
40.1K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 25.96% |
$73.1K - $77.8K
|
15.2K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
3.08KNew |
$71.6K - $76.2K
|
3.08K
$76.9K
|