Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 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
|
- |
1.57M+ 1111.19% |
$34.3M - $35.6M
|
1.71M
$37.9M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.4MNew |
$30.5M - $31.7M
|
1.4M
$31M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
520KNew |
$11.3M - $11.8M
|
520K
$11.5M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
520KNew |
$11.3M - $11.8M
|
520K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
450KNew |
$9.81M - $10.2M
|
450K
$9.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
365K+ 1230.18% |
$7.96M - $8.25M
|
395K
$8.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
287K+ 258.57% |
$6.26M - $6.5M
|
398K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
225KNew |
$4.91M - $5.09M
|
225K
$4.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
195KNew |
$4.24M - $4.4M
|
195K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
112KNew |
$2.44M - $2.53M
|
112K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.5K+ 151.17% |
$1.82M - $1.89M
|
139K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.6K+ 1522.61% |
$1.43M - $1.48M
|
69.9K
$1.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
56.6KNew |
$1.23M - $1.28M
|
56.6K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
46.2KNew |
$1.01M - $1.04M
|
46.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
41.7KNew |
$910K - $944K
|
41.7K
$924K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
36.4KNew |
$795K - $824K
|
36.4K
$807K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.9KNew |
$630K - $653K
|
28.9K
$639K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20.2KNew |
$441K - $458K
|
20.2K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.7KNew |
$429K - $445K
|
19.7K
$436K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 29.26% |
$422K - $438K
|
85.5K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 1553.49% |
$296K - $307K
|
14.4K
$319K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1KNew |
$285K - $296K
|
13.1K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5KNew |
$272K - $283K
|
12.5K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.5KNew |
$252K - $261K
|
11.5K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$231K - $239K
|
10.6K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.4KNew |
$227K - $235K
|
10.4K
$230K
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.55KNew |
$208K - $216K
|
9.55K
$211K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.96K+ 16.17% |
$195K - $203K
|
64.4K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.55K+ 8.64% |
$186K - $193K
|
107K
$2.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$139K - $144K
|
6.39K
$141K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6.23KNew |
$136K - $141K
|
6.23K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.1KNew |
$133K - $138K
|
6.1K
$135K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.56KNew |
$99.4K - $103K
|
4.56K
$101K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.69KNew |
$80.4K - $83.4K
|
3.69K
$81.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.65KNew |
$79.7K - $82.7K
|
3.65K
$80.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 13.05% |
$55.2K - $57.3K
|
21.9K
$485K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.89KNew |
$41.2K - $42.8K
|
1.89K
$41.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76KNew |
$38.4K - $39.8K
|
1.76K
$39K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.44KNew |
$31.5K - $32.7K
|
1.44K
$32K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.3KNew |
$28.4K - $29.4K
|
1.3K
$28.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
759New |
$16.6K - $17.2K
|
759
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
550New |
$12K - $12.4K
|
550
$12.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-106- 10.34% |
$2.31K - $2.4K
|
919
$20.3K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.7K- 40.48% |
$37.1K - $38.5K
|
2.5K
$55.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.94K- 57.31% |
$42.2K - $43.8K
|
1.44K
$31.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 62.27% |
$44.8K - $46.5K
|
1.25K
$27.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.42K- 45.18% |
$52.7K - $54.6K
|
2.93K
$64.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.77K- 27.6% |
$82.3K - $85.3K
|
9.89K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-383K- 59.93% |
$8.35M - $8.66M
|
256K
$5.67M
|