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 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 11.47% |
$89.4K - $95.3K
|
37.3K
$891K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.68K+ 13.84% |
$62.4K - $66.5K
|
22K
$526K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.55K+ 2.99% |
$59.5K - $63.4K
|
87.9K
$2.1M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.41KNew |
$56.3K - $60K
|
2.41K
$57.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 10.15% |
$35.4K - $37.7K
|
16.4K
$393K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 27.1% |
$31.4K - $33.4K
|
6.31K
$151K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.16KNew |
$27.1K - $28.8K
|
1.16K
$27.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.06K+ 1.36% |
$24.7K - $26.3K
|
79K
$1.89M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.01K+ 2.81% |
$23.6K - $25.2K
|
37.1K
$886K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
953+ 70.49% |
$22.2K - $23.7K
|
2.31K
$55.1K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
763New |
$17.8K - $19K
|
763
$18.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
690+ 85.71% |
$16.1K - $17.2K
|
1.5K
$35.7K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
610New |
$14.2K - $15.2K
|
610
$14.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
490+ 11.55% |
$11.4K - $12.2K
|
4.73K
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
340+ 2.35% |
$7.93K - $8.45K
|
14.8K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
160+ 0.84% |
$3.73K - $3.98K
|
19.2K
$458K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
127+ 8.75% |
$2.96K - $3.16K
|
1.58K
$37.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
107+ 0.57% |
$2.5K - $2.66K
|
18.7K
$448K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.25% |
$840 - $895
|
14.2K
$338K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
10+ 0.05% |
$233 - $249
|
19.2K
$458K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4Closed |
$93.3 - $99.4
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 4.0% |
$93.3 - $99.4
|
96
$2.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-49Closed |
$1.14K - $1.22K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-235- 0.08% |
$5.48K - $5.84K
|
295K
$7.06M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-584- 1.56% |
$13.6K - $14.5K
|
36.8K
$880K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-700Closed |
$16.3K - $17.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-763Closed |
$17.8K - $19K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-815- 3.69% |
$19K - $20.3K
|
21.2K
$508K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-839- 7.41% |
$19.6K - $20.9K
|
10.5K
$251K
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-990- 3.14% |
$23.1K - $24.6K
|
30.5K
$729K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 1.95% |
$23.3K - $24.9K
|
50.3K
$1.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.23K- 1.59% |
$28.7K - $30.6K
|
76.1K
$1.82M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.45KClosed |
$33.8K - $36K
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.71KClosed |
$39.8K - $42.4K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.73K- 0.75% |
$40.4K - $43K
|
229K
$5.48M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 8.82% |
$43.8K - $46.7K
|
19.4K
$464K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.37KClosed |
$55.3K - $58.9K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.69K- 1.71% |
$62.7K - $66.8K
|
155K
$3.7M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.32K- 6.91% |
$124K - $132K
|
71.6K
$1.71M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.32K- 1.18% |
$124K - $132K
|
444K
$10.6M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.88K- 11.85% |
$160K - $171K
|
51.2K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-7.86K- 3.76% |
$183K - $195K
|
201K
$4.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.29KClosed |
$193K - $206K
|
0
$0
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.41K- 18.82% |
$196K - $209K
|
36.3K
$867K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-9.8K- 20.25% |
$229K - $244K
|
38.6K
$923K
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-12.5K- 6.79% |
$292K - $311K
|
172K
$4.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-13.4K- 29.1% |
$313K - $333K
|
32.7K
$781K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-13.8K- 15.71% |
$321K - $343K
|
73.9K
$1.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.3KClosed |
$334K - $356K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.7K- 22.61% |
$343K - $365K
|
50.3K
$1.2M
|