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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19.5KNew |
$483K - $487K
|
19.5K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$473K - $477K
|
19.1K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.7K+ 6.41% |
$412K - $416K
|
276K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.2KNew |
$350K - $353K
|
14.2K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$350K - $353K
|
14.1K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
13.9KNew |
$343K - $346K
|
13.9K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
13.1K+ 5.29% |
$323K - $326K
|
260K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$309K - $312K
|
12.5K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.2K+ 23.04% |
$278K - $280K
|
60K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$264K - $266K
|
10.6K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.22KNew |
$228K - $230K
|
9.22K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.96KNew |
$222K - $224K
|
8.96K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
8.9KNew |
$220K - $222K
|
8.9K
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.13KNew |
$201K - $203K
|
8.13K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.08KNew |
$200K - $202K
|
8.08K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.08KNew |
$200K - $202K
|
8.08K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
8.01KNew |
$198K - $200K
|
8.01K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
7.8K+ 99.76% |
$193K - $195K
|
15.6K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.65K+ 29.35% |
$189K - $191K
|
33.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.82K+ 1.61% |
$169K - $170K
|
431K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
6.8KNew |
$168K - $170K
|
6.8K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.73K+ 37.25% |
$142K - $143K
|
21.1K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.98KNew |
$123K - $124K
|
4.98K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4.8KNew |
$119K - $120K
|
4.8K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.21K+ 5.93% |
$104K - $105K
|
75.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.78K+ 21.79% |
$93.4K - $94.2K
|
21.1K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.51K+ 6.73% |
$86.8K - $87.5K
|
55.6K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.95K+ 16.09% |
$73.1K - $73.7K
|
21.3K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.93KNew |
$72.5K - $73.1K
|
2.93K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.62KNew |
$64.8K - $65.3K
|
2.62K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
950New |
$23.5K - $23.7K
|
950
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636+ 4.24% |
$15.7K - $15.9K
|
15.6K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
538New |
$13.3K - $13.4K
|
538
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
536+ 1.38% |
$13.3K - $13.4K
|
39.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
200+ 0.76% |
$4.95K - $4.99K
|
26.6K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 0.05% |
$495 - $499
|
44K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-51- 1.6% |
$1.26K - $1.27K
|
3.14K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-360- 6.77% |
$8.91K - $8.98K
|
4.96K
$0
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-378- 27.43% |
$9.36K - $9.43K
|
1K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4.5K- 11.02% |
$111K - $112K
|
36.3K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.5K- 23.67% |
$111K - $112K
|
14.5K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.06K- 28.45% |
$175K - $176K
|
17.8K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14.6K- 20.68% |
$361K - $364K
|
56K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-73.4K- 18.08% |
$1.82M - $1.83M
|
333K
$0
|