Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
452K+ 467.35% |
$9.58M - $10.3M
|
548K
$12.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
333K+ 48.35% |
$7.06M - $7.57M
|
1.02M
$23.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
299K+ 63.68% |
$6.35M - $6.81M
|
769K
$17.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
298KNew |
$6.32M - $6.77M
|
298K
$6.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
195K+ 202.9% |
$4.13M - $4.42M
|
290K
$6.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
181KNew |
$3.84M - $4.12M
|
181K
$4.18M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
144K+ 19.08% |
$3.05M - $3.27M
|
897K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 106.28% |
$2.48M - $2.65M
|
227K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
103K+ 16.32% |
$2.19M - $2.34M
|
734K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
97.3KNew |
$2.06M - $2.21M
|
97.3K
$2.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
80.8KNew |
$1.71M - $1.84M
|
80.8K
$1.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
69.2K+ 89.58% |
$1.47M - $1.57M
|
147K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60.2KNew |
$1.28M - $1.37M
|
60.2K
$1.39M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
46.6K+ 52.09% |
$989K - $1.06M
|
136K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
46K+ 58.45% |
$976K - $1.05M
|
125K
$2.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
40KNew |
$847K - $908K
|
40K
$922K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20.3K+ 15.04% |
$431K - $462K
|
155K
$3.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
19.8K+ 3.09% |
$420K - $451K
|
660K
$15.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
15.7K+ 5.28% |
$332K - $356K
|
312K
$7.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 8.62% |
$318K - $341K
|
189K
$4.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14.7K+ 39.12% |
$312K - $335K
|
52.3K
$1.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
10.8K+ 6.24% |
$230K - $246K
|
184K
$4.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 9.63% |
$218K - $234K
|
117K
$2.71M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
9.76KNew |
$207K - $222K
|
9.76K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.14K+ 216.63% |
$173K - $185K
|
11.9K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.4K+ 11.01% |
$93.3K - $100K
|
44.4K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.04K+ 113.18% |
$85.6K - $91.8K
|
7.6K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4KNew |
$84.9K - $91K
|
4K
$92.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
4KNew |
$84.8K - $91K
|
4K
$92.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.66KNew |
$56.4K - $60.5K
|
2.66K
$61.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62K+ 1.34% |
$55.5K - $59.5K
|
198K
$4.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.49KNew |
$52.7K - $56.5K
|
2.49K
$57.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.33K+ 125.97% |
$49.5K - $53.1K
|
4.19K
$96.6K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.23K+ 1.71% |
$47.2K - $50.6K
|
132K
$3.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2KNew |
$46.7K - $50K
|
2.2K
$50.8K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.12K+ 8.52% |
$45K - $48.2K
|
27K
$623K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.33KNew |
$28.2K - $30.2K
|
1.33K
$30.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
979+ 50.73% |
$20.8K - $22.3K
|
2.91K
$67.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
136+ 0.08% |
$2.88K - $3.09K
|
177K
$4.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 2.19% |
$1.85K - $1.98K
|
4.07K
$93.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
45+ 5.81% |
$954 - $1.02K
|
820
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.11% |
$255 - $273
|
10.5K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 6.38% |
$63.6 - $68.2
|
50
$1.15K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-72- 0.11% |
$1.53K - $1.64K
|
65.7K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-96- 0.27% |
$2.04K - $2.18K
|
36.1K
$834K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-565- 1.5% |
$12K - $12.8K
|
37K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 1.8% |
$25.3K - $27.1K
|
64.8K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.35K- 24.62% |
$92.3K - $99K
|
13.3K
$308K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.16K- 1.59% |
$109K - $117K
|
318K
$7.35M
|