Purchases and Sales Made in Q3 2022 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 4.88% |
$284K - $298K
|
263K
$6.25M
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
11.5KNew |
$267K - $280K
|
11.5K
$273K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11KNew |
$255K - $267K
|
11K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.4KNew |
$242K - $254K
|
10.4K
$248K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.1K+ 9.74% |
$236K - $247K
|
114K
$2.72M
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
10KNew |
$233K - $244K
|
10K
$238K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.36K+ 3.66% |
$217K - $228K
|
265K
$6.3M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.1KNew |
$211K - $221K
|
9.1K
$216K
|
|
Nov 14, 2022
Q3 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
9.09K+ 34.17% |
$211K - $221K
|
35.7K
$847K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.05KNew |
$210K - $220K
|
9.05K
$215K
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.62K+ 3.83% |
$200K - $210K
|
234K
$5.55M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.18KNew |
$190K - $199K
|
8.18K
$194K
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
7.13K+ 3.56% |
$166K - $174K
|
207K
$4.93M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.57K+ 5.22% |
$152K - $160K
|
132K
$3.14M
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
BUY
|
- |
6.36K+ 10.08% |
$147K - $155K
|
69.4K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.92K+ 7.73% |
$137K - $144K
|
82.5K
$1.96M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.83K+ 7.49% |
$135K - $142K
|
83.7K
$1.99M
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.35K+ 1.02% |
$124K - $130K
|
530K
$12.6M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.23K+ 13.75% |
$121K - $127K
|
43.3K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.72K+ 5.16% |
$110K - $115K
|
96.3K
$2.29M
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.11K+ 10.97% |
$95.4K - $100K
|
41.6K
$987K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.54KNew |
$82.1K - $86.1K
|
3.54K
$84K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$81.5K - $85.5K
|
3.51K
$83.4K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.25K+ 78.7% |
$75.4K - $79.1K
|
7.38K
$175K
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.24K+ 38.49% |
$75.3K - $78.9K
|
11.7K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.23K+ 5.33% |
$74.9K - $78.5K
|
63.7K
$1.51M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.2K+ 20.91% |
$74.2K - $77.8K
|
18.5K
$439K
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.11K+ 11.66% |
$72.2K - $75.7K
|
29.8K
$708K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.93K+ 10.11% |
$68.1K - $71.4K
|
31.9K
$759K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.82K+ 41.9% |
$65.4K - $68.6K
|
9.54K
$227K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
2.81K+ 12.38% |
$65.3K - $68.4K
|
25.5K
$606K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.28K+ 205.41% |
$52.9K - $55.5K
|
3.39K
$80.5K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.89K+ 17.75% |
$43.8K - $45.9K
|
12.5K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.85K+ 0.87% |
$42.9K - $45K
|
216K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 27.91% |
$41.3K - $43.3K
|
8.16K
$194K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.57K+ 5.6% |
$36.4K - $38.2K
|
29.6K
$702K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.45K+ 5.32% |
$33.5K - $35.2K
|
28.6K
$679K
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.13K+ 1.31% |
$26.2K - $27.5K
|
87.7K
$2.08M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
917New |
$21.3K - $22.3K
|
917
$21.8K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
737+ 7.71% |
$17.1K - $17.9K
|
10.3K
$244K
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
720+ 0.46% |
$16.7K - $17.5K
|
158K
$3.75M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
628+ 0.89% |
$14.6K - $15.3K
|
71.1K
$1.69M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500New |
$11.6K - $12.2K
|
500
$11.9K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$11.6K - $12.2K
|
500
$11.9K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
500+ 20.0% |
$11.6K - $12.2K
|
3K
$71.3K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
484+ 0.53% |
$11.2K - $11.8K
|
91.3K
$2.17M
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
396+ 0.05% |
$9.19K - $9.64K
|
849K
$20.2M
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
350+ 1.2% |
$8.12K - $8.52K
|
29.5K
$701K
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
317+ 0.09% |
$7.36K - $7.72K
|
344K
$8.18M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
268+ 0.28% |
$6.22K - $6.52K
|
96.9K
$2.3M
|