Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71M+ 442.05% |
$42.3M - $42.6M
|
2.1M
$0
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36MNew |
$33.6M - $33.8M
|
1.36M
$0
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.09MNew |
$26.9M - $27.1M
|
1.09M
$0
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
668KNew |
$16.5M - $16.7M
|
668K
$0
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
574KNew |
$14.2M - $14.3M
|
574K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
525K+ 98.27% |
$13M - $13.1M
|
1.06M
$0
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
382K+ 382080.0% |
$9.46M - $9.53M
|
382K
$0
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
370K+ 22.55% |
$9.16M - $9.23M
|
2.01M
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
362K+ 117.78% |
$8.96M - $9.03M
|
669K
$0
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
331KNew |
$8.19M - $8.26M
|
331K
$0
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
311KNew |
$7.7M - $7.76M
|
311K
$0
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
277K+ 339.83% |
$6.86M - $6.91M
|
359K
$0
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
254KNew |
$6.29M - $6.34M
|
254K
$0
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
216KNew |
$5.35M - $5.39M
|
216K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
185KNew |
$4.57M - $4.61M
|
185K
$0
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
165KNew |
$4.08M - $4.11M
|
165K
$0
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 240.66% |
$3.88M - $3.91M
|
222K
$0
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
146KNew |
$3.62M - $3.65M
|
146K
$0
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
146KNew |
$3.62M - $3.65M
|
146K
$0
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
143K+ 95.82% |
$3.55M - $3.58M
|
293K
$0
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
143KNew |
$3.54M - $3.56M
|
143K
$0
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
125KNew |
$3.1M - $3.12M
|
125K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124KNew |
$3.06M - $3.09M
|
124K
$0
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 41.72% |
$3.02M - $3.04M
|
414K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 4627.3% |
$2.97M - $2.99M
|
122K
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
119KNew |
$2.94M - $2.96M
|
119K
$0
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
90.5KNew |
$2.24M - $2.26M
|
90.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
81.2KNew |
$2.01M - $2.03M
|
81.2K
$0
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
69.2KNew |
$1.71M - $1.73M
|
69.2K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69.2K+ 170.74% |
$1.71M - $1.73M
|
110K
$0
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
68.4K+ 693.41% |
$1.69M - $1.71M
|
78.3K
$0
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
68.1KNew |
$1.69M - $1.7M
|
68.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9KNew |
$1.46M - $1.47M
|
58.9K
$0
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
55.7K+ 409.31% |
$1.38M - $1.39M
|
69.3K
$0
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
53.8KNew |
$1.33M - $1.34M
|
53.8K
$0
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
53.7KNew |
$1.33M - $1.34M
|
53.7K
$0
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
50.8K+ 73.8% |
$1.26M - $1.27M
|
120K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.5K+ 56.56% |
$1.23M - $1.23M
|
137K
$0
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48.3KNew |
$1.2M - $1.2M
|
48.3K
$0
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
47K+ 17.78% |
$1.16M - $1.17M
|
311K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.7K+ 85.3% |
$1.16M - $1.17M
|
101K
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41.9KNew |
$1.04M - $1.05M
|
41.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.7KNew |
$981K - $989K
|
39.7K
$0
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.7KNew |
$858K - $865K
|
34.7K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.9KNew |
$741K - $747K
|
29.9K
$0
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5KNew |
$729K - $735K
|
29.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.2K+ 214.58% |
$674K - $679K
|
39.9K
$0
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
$592K - $596K
|
23.9K
$0
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
19.5KNew |
$483K - $487K
|
19.5K
$0
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19.5KNew |
$483K - $487K
|
19.5K
$0
|