Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.09M+ 81.52% |
$72.1M - $76.8M
|
6.88M
$164M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
496KNew |
$11.6M - $12.3M
|
496K
$11.9M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
444KNew |
$10.4M - $11M
|
444K
$10.6M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
356K+ 28.14% |
$8.3M - $8.85M
|
1.62M
$38.7M
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
278K+ 527.59% |
$6.48M - $6.9M
|
330K
$7.9M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
268K+ 14.03% |
$6.25M - $6.66M
|
2.18M
$52.1M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
264KNew |
$6.16M - $6.57M
|
264K
$6.32M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
238KNew |
$5.56M - $5.93M
|
238K
$5.7M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
203K+ 53.71% |
$4.74M - $5.05M
|
581K
$13.9M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
172K+ 102.06% |
$4.02M - $4.28M
|
341K
$8.16M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 69.86% |
$3.71M - $3.95M
|
386K
$9.23M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
117K+ 11.89% |
$2.73M - $2.91M
|
1.1M
$26.3M
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
86.6K+ 117.11% |
$2.02M - $2.15M
|
161K
$3.84M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.9K+ 62.94% |
$1.96M - $2.09M
|
217K
$5.2M
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
80.7KNew |
$1.88M - $2.01M
|
80.7K
$1.93M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.1K+ 45.34% |
$1.8M - $1.92M
|
247K
$5.91M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.7K+ 18.64% |
$1.7M - $1.81M
|
463K
$11.1M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
63.8K+ 127.91% |
$1.49M - $1.59M
|
114K
$2.72M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
59.1K+ 31.93% |
$1.38M - $1.47M
|
244K
$5.84M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
54.8K+ 19.15% |
$1.28M - $1.36M
|
341K
$8.15M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
51.2KNew |
$1.19M - $1.27M
|
51.2K
$1.22M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
49.8K+ 56.98% |
$1.16M - $1.24M
|
137K
$3.28M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$607K - $646K
|
26K
$622K
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
23.2K+ 13.15% |
$542K - $577K
|
200K
$4.78M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
22.9K+ 6.42% |
$533K - $568K
|
379K
$9.05M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.7KNew |
$437K - $465K
|
18.7K
$447K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
18.4KNew |
$428K - $456K
|
18.4K
$439K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
17.2KNew |
$401K - $428K
|
17.2K
$411K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.5K+ 22.81% |
$384K - $409K
|
88.7K
$2.12M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.4KNew |
$359K - $383K
|
15.4K
$368K
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.4K+ 51.96% |
$288K - $307K
|
36.2K
$864K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12KNew |
$280K - $298K
|
12K
$287K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.7KNew |
$274K - $291K
|
11.7K
$280K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.8KNew |
$253K - $269K
|
10.8K
$259K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 5.54% |
$250K - $267K
|
204K
$4.89M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.7K+ 19.42% |
$249K - $266K
|
65.7K
$1.57M
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.77K+ 8.62% |
$228K - $243K
|
123K
$2.94M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
9.42K+ 4.7% |
$220K - $234K
|
210K
$5.02M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.66K+ 57.24% |
$202K - $215K
|
23.8K
$569K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.99KNew |
$163K - $174K
|
6.99K
$167K
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.21K+ 7.73% |
$145K - $154K
|
86.6K
$2.07M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.55K+ 3.63% |
$130K - $138K
|
158K
$3.79M
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.55K+ 4.26% |
$129K - $138K
|
136K
$3.25M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.39KNew |
$126K - $134K
|
5.39K
$129K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.3KNew |
$124K - $132K
|
5.3K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.02K+ 2.68% |
$117K - $125K
|
193K
$4.61M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.01K+ 1.45% |
$117K - $125K
|
351K
$8.39M
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.9K+ 14.27% |
$114K - $122K
|
39.2K
$938K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.39K+ 21.44% |
$102K - $109K
|
24.9K
$594K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.21K+ 18.07% |
$98.2K - $105K
|
27.5K
$658K
|