Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62M+ 10047.62% |
$40.3M - $40.8M
|
1.64M
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
532K+ 24182.82% |
$13.2M - $13.4M
|
534K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
424K+ 72050.17% |
$10.5M - $10.6M
|
424K
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
406KNew |
$10.1M - $10.2M
|
406K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
323K+ 507.7% |
$8.02M - $8.11M
|
387K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
307KNew |
$7.63M - $7.72M
|
307K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
251K+ 1975.7% |
$6.24M - $6.31M
|
264K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
BUY
|
- |
247KNew |
$6.12M - $6.19M
|
247K
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
150KNew |
$3.72M - $3.76M
|
150K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
70.9KNew |
$1.76M - $1.78M
|
70.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70.6KNew |
$1.75M - $1.77M
|
70.6K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
68.8KNew |
$1.71M - $1.73M
|
68.8K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.2KNew |
$1.62M - $1.64M
|
65.2K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52.4K+ 179.69% |
$1.3M - $1.32M
|
81.5K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52.1KNew |
$1.29M - $1.31M
|
52.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.3K+ 123.09% |
$1.2M - $1.21M
|
87.5K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.5KNew |
$1.01M - $1.02M
|
40.5K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.6K+ 14.83% |
$833K - $843K
|
260K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4KNew |
$655K - $662K
|
26.4K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.1KNew |
$647K - $655K
|
26.1K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
19KNew |
$472K - $478K
|
19K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
19K+ 87.17% |
$472K - $477K
|
40.8K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.4KNew |
$456K - $461K
|
18.4K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
17.9KNew |
$445K - $450K
|
17.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.3KNew |
$430K - $435K
|
17.3K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15.4KNew |
$382K - $386K
|
15.4K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.6KNew |
$338K - $342K
|
13.6K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7KNew |
$315K - $318K
|
12.7K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
9.87KNew |
$245K - $248K
|
9.87K
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.2KNew |
$228K - $231K
|
9.2K
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.82KNew |
$194K - $196K
|
7.82K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
5K+ 16.13% |
$124K - $126K
|
36K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$62.1K - $62.8K
|
2.5K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35K+ 979.17% |
$58.4K - $59K
|
2.59K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.96K+ 67.64% |
$48.7K - $49.3K
|
4.87K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
595+ 1.23% |
$14.8K - $14.9K
|
48.8K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
536+ 3.7% |
$13.3K - $13.5K
|
15K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
452+ 779.31% |
$11.2K - $11.3K
|
510
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128New |
$3.18K - $3.21K
|
128
$0
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 0.05% |
$497 - $502
|
44K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 1.77% |
$2.38K - $2.41K
|
5.32K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-112- 3.39% |
$2.78K - $2.81K
|
3.19K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 0.85% |
$62.4K - $63.1K
|
292K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.56K- 4.46% |
$63.5K - $64.2K
|
54.7K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.64K- 27.98% |
$239K - $242K
|
24.8K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-12.8KClosed |
$319K - $323K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16.6K- 39.62% |
$413K - $417K
|
25.3K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.4KClosed |
$729K - $738K
|
0
$0
|