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 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.45K- 7.27% |
$115K - $124K
|
69.5K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.2K- 16.23% |
$131K - $141K
|
32K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.48K- 35.3% |
$159K - $170K
|
13.7K
$314K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-11K- 13.85% |
$234K - $251K
|
68.6K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 14.7% |
$247K - $265K
|
67.7K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-13.7K- 9.17% |
$290K - $311K
|
135K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 13.01% |
$413K - $443K
|
130K
$2.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-34.6K- 58.29% |
$733K - $786K
|
24.7K
$567K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-59.1K- 22.23% |
$1.25M - $1.34M
|
207K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-81.2K- 56.57% |
$1.72M - $1.85M
|
62.3K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-475K- 16.16% |
$10.1M - $10.8M
|
2.46M
$56.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-845K- 99.94% |
$17.9M - $19.2M
|
512
$11.7K
|