Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
365K+ 257.27% |
$8.17M - $8.4M
|
508K
$11.6M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
357K+ 1266.3% |
$7.97M - $8.2M
|
385K
$8.78M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
317KNew |
$7.09M - $7.29M
|
317K
$7.23M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
295KNew |
$6.6M - $6.79M
|
295K
$6.74M
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
204K+ 29.67% |
$4.56M - $4.7M
|
893K
$20.3M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
191KNew |
$4.26M - $4.38M
|
191K
$4.34M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
158KNew |
$3.53M - $3.63M
|
158K
$3.6M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125KNew |
$2.79M - $2.87M
|
125K
$2.85M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
118KNew |
$2.64M - $2.71M
|
118K
$2.69M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 49.01% |
$2.62M - $2.69M
|
356K
$8.12M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
101K+ 7.36% |
$2.25M - $2.32M
|
1.47M
$33.5M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.1K+ 1238.43% |
$1.54M - $1.59M
|
74.7K
$1.7M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
57.3K+ 461.5% |
$1.28M - $1.32M
|
69.7K
$1.59M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
56.7KNew |
$1.27M - $1.3M
|
56.7K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.7KNew |
$1.16M - $1.19M
|
51.7K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.6KNew |
$1.06M - $1.09M
|
47.6K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.3K+ 189.49% |
$812K - $835K
|
55.5K
$1.27M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7KNew |
$776K - $798K
|
34.7K
$791K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.3KNew |
$655K - $673K
|
29.3K
$668K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26KNew |
$580K - $597K
|
26K
$592K
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$539K - $554K
|
24.1K
$550K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.9K+ 20902.0% |
$467K - $481K
|
21K
$479K
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.2KNew |
$452K - $465K
|
20.2K
$461K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.8K+ 10.2% |
$442K - $455K
|
214K
$4.87M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.4KNew |
$412K - $424K
|
18.4K
$420K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.8KNew |
$376K - $387K
|
16.8K
$384K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.7KNew |
$373K - $384K
|
16.7K
$381K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16.1KNew |
$359K - $369K
|
16.1K
$366K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.6KNew |
$327K - $337K
|
14.6K
$334K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 337.1% |
$324K - $333K
|
18.8K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14KNew |
$313K - $322K
|
14K
$319K
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$300K - $308K
|
13.4K
$306K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$270K - $278K
|
12.1K
$276K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$270K - $278K
|
12.1K
$276K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 18.09% |
$262K - $270K
|
76.6K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6KNew |
$259K - $266K
|
11.6K
$264K
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
11.2K+ 11.45% |
$250K - $257K
|
109K
$2.48M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$246K - $253K
|
11K
$251K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$234K - $240K
|
10.5K
$238K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.49KNew |
$212K - $218K
|
9.49K
$216K
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.48KNew |
$212K - $218K
|
9.48K
$216K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.31KNew |
$208K - $214K
|
9.31K
$212K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.98KNew |
$201K - $206K
|
8.98K
$205K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.74KNew |
$195K - $201K
|
8.74K
$199K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.08KNew |
$158K - $163K
|
7.08K
$161K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.95KNew |
$155K - $160K
|
6.95K
$158K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.24KNew |
$139K - $143K
|
6.24K
$142K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.49K+ 464.63% |
$100K - $103K
|
5.46K
$124K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.46KNew |
$99.7K - $103K
|
4.46K
$102K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.6K+ 378.53% |
$80.4K - $82.7K
|
4.55K
$104K
|