Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.2K- 23.3% |
N/A
|
3.95K
$0
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.23K- 21.46% |
N/A
|
4.48K
$0
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.37K- 12.33% |
N/A
|
9.75K
$0
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.38K- 0.84% |
N/A
|
163K
$0
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 10.07% |
N/A
|
14.6K
$0
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.75K- 8.75% |
N/A
|
18.2K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.91K- 1.77% |
N/A
|
106K
$0
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.98K- 15.13% |
N/A
|
11.1K
$0
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2K- 1.3% |
N/A
|
151K
$0
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-2K- 21.38% |
N/A
|
7.36K
$0
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2K- 5.07% |
N/A
|
37.5K
$0
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.11K- 2.6% |
N/A
|
79.1K
$0
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 13.88% |
N/A
|
15.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 20.46% |
N/A
|
10.4K
$0
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.73K- 0.73% |
N/A
|
372K
$0
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.81K- 4.39% |
N/A
|
61.2K
$0
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.99K- 7.38% |
N/A
|
37.5K
$0
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3K- 17.69% |
N/A
|
14K
$0
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.16K- 44.85% |
N/A
|
3.88K
$0
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.17K- 6.93% |
N/A
|
42.5K
$0
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.2K- 14.81% |
N/A
|
18.4K
$0
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-3.34K- 3.07% |
N/A
|
105K
$0
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-3.41K- 9.2% |
N/A
|
33.6K
$0
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-3.46K- 1.55% |
N/A
|
220K
$0
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.65K- 6.44% |
N/A
|
53K
$0
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.87K- 59.39% |
N/A
|
2.64K
$0
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.84K- 2.73% |
N/A
|
172K
$0
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.12K- 5.62% |
N/A
|
85.9K
$0
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.18K- 10.68% |
N/A
|
51.7K
$0
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-6.22K- 6.76% |
N/A
|
85.8K
$0
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.3K- 20.93% |
N/A
|
23.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.19K- 8.57% |
N/A
|
76.7K
$0
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.92K- 13.45% |
N/A
|
51K
$0
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8K- 1.5% |
N/A
|
527K
$0
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.73KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.88K- 5.8% |
N/A
|
144K
$0
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.97K- 26.06% |
N/A
|
25.4K
$0
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.09K- 6.58% |
N/A
|
129K
$0
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.37K- 4.4% |
N/A
|
204K
$0
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.5K- 13.57% |
N/A
|
60.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.65K- 46.22% |
N/A
|
11.2K
$0
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-10K- 41.67% |
N/A
|
14K
$0
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-10.9K- 29.49% |
N/A
|
25.9K
$0
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.8K- 14.91% |
N/A
|
67.1K
$0
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-12.6K- 17.0% |
N/A
|
61.6K
$0
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 26.19% |
N/A
|
37.2K
$0
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14K- 50.0% |
N/A
|
14K
$0
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-16K- 3.27% |
N/A
|
472K
$0
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.8K- 3.88% |
N/A
|
465K
$0
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20.3K- 4.49% |
N/A
|
431K
$0
|