Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
54+ 0.67% |
N/A
|
8.15K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39+ 0.66% |
N/A
|
5.92K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25+ 0.01% |
N/A
|
191K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
17+ 0.07% |
N/A
|
24.8K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 2.13% |
N/A
|
718
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.68% |
N/A
|
2.08K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23- 0.03% |
N/A
|
84K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-25- 0.12% |
N/A
|
21.1K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-68- 0.16% |
N/A
|
42.5K
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 5.6% |
N/A
|
4.21K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-260- 40.94% |
N/A
|
375
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-267- 2.94% |
N/A
|
8.82K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-317Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-367- 0.29% |
N/A
|
125K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-374- 0.41% |
N/A
|
91.9K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-392- 1.2% |
N/A
|
32.2K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-414- 1.85% |
N/A
|
22K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-417- 0.22% |
N/A
|
187K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-565- 1.89% |
N/A
|
29.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-626- 1.14% |
N/A
|
54.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-834- 7.53% |
N/A
|
10.2K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-943- 5.55% |
N/A
|
16K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-1K- 2.51% |
N/A
|
38.8K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 4.35% |
N/A
|
24.1K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.45K- 12.04% |
N/A
|
10.6K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.48K- 1.46% |
N/A
|
100K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-1.77K- 3.52% |
N/A
|
48.6K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.93K- 8.45% |
N/A
|
20.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.02K- 9.94% |
N/A
|
18.3K
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.17K- 3.59% |
N/A
|
58.4K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.2K- 59.65% |
N/A
|
1.49K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.41KClosed |
N/A
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.51K- 1.56% |
N/A
|
159K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.82K- 19.51% |
N/A
|
11.6K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3K- 23.46% |
N/A
|
9.77K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.01K- 73.7% |
N/A
|
1.07K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.42KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.75K- 5.58% |
N/A
|
63.4K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.92K- 32.69% |
N/A
|
8.07K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.97K- 12.46% |
N/A
|
27.9K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4K- 9.52% |
N/A
|
38K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 2.74% |
N/A
|
142K
$0
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.35K- 32.56% |
N/A
|
9K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.47K- 4.55% |
N/A
|
93.8K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.95K- 31.5% |
N/A
|
10.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.16K- 31.79% |
N/A
|
11.1K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-5.27K- 2.4% |
N/A
|
214K
$0
|