Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.79MNew |
$93.7M - $100M
|
3.79M
$90.6M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
340K+ 2201.82% |
$8.41M - $9.01M
|
356K
$8.5M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169KNew |
$4.18M - $4.47M
|
169K
$4.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
169K+ 20.66% |
$4.17M - $4.46M
|
985K
$23.5M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 146.05% |
$3.34M - $3.57M
|
227K
$5.44M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
111K+ 149.19% |
$2.74M - $2.93M
|
185K
$4.42M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
109K+ 504.88% |
$2.69M - $2.88M
|
130K
$3.11M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103K+ 42.51% |
$2.55M - $2.73M
|
346K
$8.27M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
70K+ 3.8% |
$1.73M - $1.85M
|
1.91M
$45.7M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
66K+ 9.71% |
$1.63M - $1.75M
|
746K
$17.8M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
58.3K+ 40.92% |
$1.44M - $1.54M
|
201K
$4.8M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
49.9KNew |
$1.23M - $1.32M
|
49.9K
$1.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46.1KNew |
$1.14M - $1.22M
|
46.1K
$1.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.7K+ 43.97% |
$1.01M - $1.08M
|
133K
$3.19M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
37.4KNew |
$924K - $990K
|
37.4K
$894K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.8K+ 2.83% |
$860K - $921K
|
1.26M
$30.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
32.4K+ 159.45% |
$800K - $857K
|
52.6K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.6K+ 8.53% |
$758K - $812K
|
390K
$9.32M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
28K+ 17.93% |
$692K - $741K
|
184K
$4.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
22.6K+ 2.13% |
$558K - $598K
|
1.08M
$25.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
20.5KNew |
$506K - $542K
|
20.5K
$490K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
19K+ 123.17% |
$469K - $502K
|
34.3K
$821K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.8K+ 37.76% |
$440K - $471K
|
64.9K
$1.55M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
14.4K+ 3.32% |
$357K - $382K
|
449K
$10.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.9K+ 14.01% |
$344K - $369K
|
113K
$2.71M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13.2K+ 22.38% |
$327K - $350K
|
72.2K
$1.73M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
13.1K+ 8.03% |
$324K - $347K
|
177K
$4.22M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12.6KNew |
$312K - $334K
|
12.6K
$301K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6K+ 17.26% |
$311K - $333K
|
85.3K
$2.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.8K+ 6.5% |
$292K - $313K
|
194K
$4.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
11.8K+ 4.15% |
$291K - $312K
|
296K
$7.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
11.5K+ 16.71% |
$285K - $305K
|
80.4K
$1.92M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.3K+ 45.89% |
$280K - $300K
|
36K
$862K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.7K+ 6.03% |
$264K - $283K
|
188K
$4.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10.6K+ 16.51% |
$261K - $280K
|
74.5K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.3K+ 114.33% |
$255K - $273K
|
19.3K
$462K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 2.16% |
$250K - $268K
|
478K
$11.4M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$233K - $250K
|
9.43K
$226K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
7.19K+ 3.22% |
$178K - $190K
|
231K
$5.52M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.06K+ 53.74% |
$125K - $134K
|
14.5K
$346K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3.46K+ 16.55% |
$85.6K - $91.6K
|
24.4K
$583K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.33K+ 0.89% |
$82.3K - $88.1K
|
378K
$9.04M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 14.23% |
$71.8K - $76.9K
|
23.3K
$557K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2.86K+ 24.91% |
$70.6K - $75.6K
|
14.3K
$342K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.37K+ 7.55% |
$58.6K - $62.8K
|
33.8K
$808K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.09K+ 1.39% |
$51.7K - $55.4K
|
153K
$3.65M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.74K+ 7.66% |
$43K - $46K
|
24.4K
$584K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
1.68K+ 9.64% |
$41.6K - $44.6K
|
19.2K
$458K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43K+ 10.55% |
$35.2K - $37.7K
|
14.9K
$357K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
763New |
$18.9K - $20.2K
|
763
$18.2K
|