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 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
710+ 0.45% |
$17.6K - $18.8K
|
158K
$3.77M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
700New |
$17.3K - $18.5K
|
700
$16.7K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580New |
$14.3K - $15.4K
|
580
$13.9K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
543New |
$13.4K - $14.4K
|
543
$13K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
481+ 12.78% |
$11.9K - $12.7K
|
4.24K
$101K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
465+ 136.76% |
$11.5K - $12.3K
|
805
$19.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 2.23% |
$9.89K - $10.6K
|
18.3K
$438K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
136+ 0.91% |
$3.36K - $3.6K
|
15.1K
$362K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
114+ 0.15% |
$2.82K - $3.02K
|
77.4K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99+ 1.16% |
$2.45K - $2.62K
|
8.6K
$206K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69+ 0.37% |
$1.71K - $1.83K
|
18.6K
$445K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
54+ 2.33% |
$1.34K - $1.43K
|
2.37K
$56.7K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.16% |
$569 - $609
|
14.1K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$98.9 - $106
|
4
$95.6
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.05% |
$98.9 - $106
|
8.29K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 7.41% |
$198 - $212
|
100
$2.39K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.42% |
$2.23K - $2.38K
|
21.3K
$509K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-132Closed |
$3.26K - $3.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-200- 0.1% |
$4.95K - $5.3K
|
209K
$4.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-228- 1.97% |
$5.64K - $6.04K
|
11.3K
$271K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-277- 0.35% |
$6.85K - $7.33K
|
77.9K
$1.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-397- 1.41% |
$9.82K - $10.5K
|
27.7K
$663K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 0.77% |
$9.89K - $10.6K
|
51.3K
$1.23M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-558- 10.11% |
$13.8K - $14.8K
|
4.96K
$119K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-800- 2.57% |
$19.8K - $21.2K
|
30.3K
$725K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.07K- 51.85% |
$26.3K - $28.2K
|
989
$23.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.37K- 5.83% |
$33.8K - $36.1K
|
22.1K
$528K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.81K- 1.63% |
$69.5K - $74.5K
|
170K
$4.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.64K- 10.36% |
$90K - $96.4K
|
31.5K
$753K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.65KClosed |
$90.3K - $96.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.87K- 13.98% |
$95.6K - $102K
|
23.8K
$569K
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-6.6K- 12.0% |
$163K - $175K
|
48.4K
$1.16M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.17K- 11.53% |
$177K - $190K
|
55K
$1.32M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-7.73KClosed |
$191K - $205K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.74KClosed |
$192K - $205K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.23K- 5.79% |
$204K - $218K
|
134K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.75KClosed |
$241K - $258K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 24.89% |
$274K - $293K
|
33.4K
$799K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 15.31% |
$344K - $368K
|
76.9K
$1.84M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.4KClosed |
$381K - $408K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-20.2K- 6.6% |
$500K - $535K
|
286K
$6.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20.7KClosed |
$513K - $549K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.4K- 80.42% |
$529K - $566K
|
5.21K
$124K
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-22.3K- 12.8% |
$551K - $590K
|
152K
$3.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-61.7K- 41.41% |
$1.53M - $1.63M
|
87.3K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 15.67% |
$3.43M - $3.67M
|
746K
$17.8M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-143K- 88.4% |
$3.55M - $3.8M
|
18.8K
$450K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-161K- 15.67% |
$3.98M - $4.26M
|
867K
$20.7M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-430K- 60.71% |
$10.6M - $11.4M
|
279K
$6.66M
|