Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.2MNew |
$22.6M - $24.6M
|
1.2M
$24.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
920K+ 108199.76% |
$17.4M - $18.9M
|
921K
$18.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
373KNew |
$7.05M - $7.68M
|
373K
$7.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
329K+ 77.06% |
$6.22M - $6.77M
|
756K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
251K+ 0.0% |
$4.75M - $5.17M
|
251K
$5.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
219K+ 310.13% |
$4.14M - $4.51M
|
290K
$5.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
186KNew |
$3.52M - $3.84M
|
186K
$3.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
185K+ 30.13% |
$3.5M - $3.81M
|
799K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
105KNew |
$1.98M - $2.16M
|
105K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
103KNew |
$1.94M - $2.11M
|
103K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.4K+ 52.28% |
$1.01M - $1.1M
|
155K
$3.19M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52.7K+ 54.39% |
$996K - $1.08M
|
150K
$3.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
44.9KNew |
$849K - $925K
|
44.9K
$922K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.9K+ 419.52% |
$792K - $863K
|
51.9K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.1K+ 70.18% |
$549K - $598K
|
70.5K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29KNew |
$548K - $597K
|
29K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5KNew |
$463K - $504K
|
24.5K
$502K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
24.5K+ 32.77% |
$463K - $504K
|
99.2K
$2.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
24.2KNew |
$458K - $499K
|
24.2K
$497K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19.4KNew |
$367K - $399K
|
19.4K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$319K - $348K
|
16.9K
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
14.3K+ 86.85% |
$270K - $294K
|
30.7K
$630K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6KNew |
$219K - $239K
|
11.6K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.61K+ 14.18% |
$106K - $115K
|
45.2K
$927K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.9KNew |
$92.6K - $101K
|
4.9K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.57K+ 5.21% |
$86.3K - $94K
|
92.2K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.18K+ 2.36% |
$79K - $86.1K
|
181K
$3.72M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.33K+ 21.72% |
$62.9K - $68.5K
|
18.6K
$382K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25KNew |
$23.7K - $25.8K
|
1.25K
$25.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.08KNew |
$20.4K - $22.2K
|
1.08K
$22.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
346+ 5.2% |
$6.54K - $7.12K
|
7K
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
257+ 3.02% |
$4.86K - $5.29K
|
8.77K
$180K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 2.41% |
$2.12K - $2.31K
|
4.75K
$97.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6+ 12.0% |
$113 - $124
|
56
$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
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-549- 1.55% |
$10.4K - $11.3K
|
34.8K
$714K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 1.63% |
$27.1K - $29.5K
|
86.5K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.27K- 72.85% |
$42.8K - $46.7K
|
845
$17.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.78K- 13.18% |
$52.6K - $57.3K
|
18.3K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.1K- 46.37% |
$739K - $805K
|
45.2K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-87.9K- 55.95% |
$1.66M - $1.81M
|
69.2K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-105K- 79.73% |
$1.98M - $2.16M
|
26.7K
$547K
|