Purchases and Sales Made in Q1 2022 in Ishares Ibonds Dec 2022 Term C (IBDN)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2022 Term C (IBDN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2022 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
6.05KNew |
N/A
|
6.05K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.45K+ 4.06% |
N/A
|
140K
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.85K+ 4.58% |
N/A
|
87.9K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
3.5K+ 12.55% |
N/A
|
31.4K
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.17K+ 3.45% |
N/A
|
95.1K
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.74KNew |
N/A
|
2.74K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.65K+ 12.18% |
N/A
|
24.4K
$0
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 2.89% |
N/A
|
92.6K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2K+ 1.1% |
N/A
|
184K
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.96K+ 4.25% |
N/A
|
48.1K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$0
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.59K+ 3.64% |
N/A
|
45.3K
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1K+ 3.44% |
N/A
|
30.1K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1K+ 12.33% |
N/A
|
9.11K
$0
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
875+ 4.15% |
N/A
|
22K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
720+ 0.23% |
N/A
|
318K
$0
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
700+ 0.38% |
N/A
|
186K
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
666+ 0.76% |
N/A
|
88.3K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
665+ 0.31% |
N/A
|
217K
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
475+ 190.0% |
N/A
|
725
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
245+ 0.69% |
N/A
|
35.8K
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
215+ 1.34% |
N/A
|
16.3K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
214+ 0.12% |
N/A
|
179K
$0
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
199+ 1.6% |
N/A
|
12.6K
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
109+ 0.64% |
N/A
|
17.1K
$0
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.22% |
N/A
|
33.4K
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
33+ 0.22% |
N/A
|
15.3K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20+ 0.11% |
N/A
|
18.4K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
18+ 0.22% |
N/A
|
8.17K
$0
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 0.22% |
N/A
|
5.94K
$0
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.01% |
N/A
|
48.6K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
5+ 0.02% |
N/A
|
24.8K
$0
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.01% |
N/A
|
32.3K
$0
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.03% |
N/A
|
6.02K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.01% |
N/A
|
13.9K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-30- 4.18% |
N/A
|
688
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-48- 0.01% |
N/A
|
673K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 2.37% |
N/A
|
4.11K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 0.94% |
N/A
|
10.5K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-118- 0.28% |
N/A
|
42.4K
$0
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-119- 0.46% |
N/A
|
25.7K
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-120- 0.65% |
N/A
|
18.2K
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150- 42.86% |
N/A
|
200
$0
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-180- 0.3% |
N/A
|
60.2K
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 66.67% |
N/A
|
125
$0
|