Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
515K+ 2578.16% |
$12.5M - $13.5M
|
535K
$12.3M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
68.9K+ 13.64% |
$1.67M - $1.8M
|
574K
$13.2M
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
50.8KNew |
$1.23M - $1.33M
|
50.8K
$1.17M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
39.5K+ 188.9% |
$957K - $1.03M
|
60.3K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.3K+ 6.11% |
$954K - $1.03M
|
683K
$15.7M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
29.9K+ 136.28% |
$724K - $781K
|
51.8K
$1.19M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
20.3K+ 14.74% |
$492K - $530K
|
158K
$3.62M
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
19.7K+ 20.03% |
$477K - $515K
|
118K
$2.71M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$429K - $462K
|
17.7K
$405K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14.6KNew |
$353K - $380K
|
14.6K
$334K
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
13.5K+ 27.55% |
$328K - $353K
|
62.6K
$1.44M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
12.6K+ 3.6% |
$305K - $329K
|
362K
$8.29M
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.5K+ 7.0% |
$304K - $328K
|
192K
$4.4M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 22.64% |
$303K - $327K
|
67.7K
$1.55M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.3K+ 16.45% |
$298K - $321K
|
87K
$1.99M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.6K+ 46.57% |
$282K - $304K
|
36.6K
$839K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.5K+ 114.5% |
$255K - $275K
|
19.7K
$452K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$254K - $273K
|
10.5K
$240K
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
8.87KNew |
$215K - $232K
|
8.87K
$203K
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8.5K+ 19.1% |
$206K - $222K
|
53K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.88K+ 8.08% |
$167K - $180K
|
92K
$2.11M
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
5.88K+ 14.22% |
$143K - $154K
|
47.2K
$1.08M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
4.7KNew |
$114K - $123K
|
4.7K
$108K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.22K+ 7.75% |
$78.2K - $84.2K
|
44.8K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.85K+ 5.67% |
$69.1K - $74.5K
|
53.1K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 9.52% |
$46.5K - $50.1K
|
22K
$505K
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.88K+ 0.7% |
$45.5K - $49K
|
270K
$6.19M
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.72K+ 1.37% |
$41.8K - $45K
|
128K
$2.93M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.67K+ 1.36% |
$40.5K - $43.7K
|
125K
$2.86M
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.41K+ 6.42% |
$34.2K - $36.8K
|
23.4K
$536K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 5.95% |
$30.5K - $32.9K
|
22.4K
$513K
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.2K+ 6.32% |
$29K - $31.3K
|
20.1K
$462K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
483+ 1.53% |
$11.7K - $12.6K
|
32K
$733K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
403New |
$9.77K - $10.5K
|
403
$9.24K
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
191+ 0.24% |
$4.63K - $4.99K
|
79.1K
$1.81M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147+ 2.76% |
$3.56K - $3.84K
|
5.48K
$126K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
129+ 0.17% |
$3.13K - $3.37K
|
75.2K
$1.72M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 2.37% |
$1.07K - $1.15K
|
1.9K
$43.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 0.19% |
$218 - $235
|
4.82K
$111K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.18% |
$72.8 - $78.4
|
1.63K
$37.4K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134Closed |
$3.25K - $3.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-330Closed |
$8K - $8.63K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-848- 2.07% |
$20.6K - $22.2K
|
40.1K
$920K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46K- 0.97% |
$35.5K - $38.2K
|
149K
$3.42M
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-2.9K- 2.12% |
$70.3K - $75.8K
|
134K
$3.07M
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.01K- 14.25% |
$97.3K - $105K
|
24.1K
$554K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.81K- 37.45% |
$165K - $178K
|
11.4K
$261K
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-13.8KClosed |
$335K - $361K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.2K- 15.56% |
$344K - $371K
|
77K
$1.77M
|