Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
933KNew |
$25.2M - $25.5M
|
933K
$22.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
191K+ 291.79% |
$5.15M - $5.2M
|
256K
$6.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
132K+ 439.0% |
$3.56M - $3.6M
|
162K
$3.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
98.6K+ 10.9% |
$2.66M - $2.69M
|
1M
$24M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91.7K+ 14.29% |
$2.47M - $2.5M
|
734K
$17.5M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.5K+ 24.31% |
$2.39M - $2.42M
|
453K
$10.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
50.8K+ 2.87% |
$1.37M - $1.39M
|
1.82M
$43.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.3K+ 30.81% |
$1.17M - $1.18M
|
184K
$4.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.5K+ 3.61% |
$1.01M - $1.02M
|
1.08M
$25.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
34.3KNew |
$927K - $937K
|
34.3K
$821K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32.4K+ 3605.0% |
$875K - $885K
|
33.3K
$797K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 9.73% |
$844K - $853K
|
353K
$8.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.9K+ 475.32% |
$753K - $762K
|
33.8K
$808K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26.9KNew |
$725K - $733K
|
26.9K
$642K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.2K+ 14.55% |
$707K - $715K
|
206K
$4.93M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
25.5KNew |
$688K - $696K
|
25.5K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 7.55% |
$657K - $665K
|
347K
$8.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19.5K+ 13.96% |
$526K - $532K
|
159K
$3.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
17.6K+ 6.04% |
$476K - $481K
|
310K
$7.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16.9K+ 7.34% |
$457K - $462K
|
248K
$5.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
16.6K+ 28.16% |
$447K - $452K
|
75.3K
$1.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$446K - $451K
|
16.5K
$395K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15.7K+ 11.61% |
$424K - $428K
|
151K
$3.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 10.81% |
$411K - $416K
|
156K
$3.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
11.3K+ 5.73% |
$306K - $309K
|
209K
$4.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.1K+ 74.69% |
$300K - $303K
|
26K
$621K
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9.51K+ 83.95% |
$257K - $260K
|
20.8K
$498K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
8.22K+ 6.25% |
$222K - $224K
|
140K
$3.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.73KNew |
$208K - $211K
|
7.73K
$185K
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
6.31K+ 19.86% |
$170K - $172K
|
38.1K
$910K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.03K+ 7.22% |
$163K - $164K
|
89.5K
$2.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.03K+ 6.19% |
$163K - $164K
|
103K
$2.47M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.89K+ 4.62% |
$159K - $161K
|
133K
$3.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.82K+ 5.21% |
$103K - $104K
|
77.1K
$1.84M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.46K+ 7.19% |
$93.4K - $94.4K
|
51.6K
$1.23M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3.31K+ 2.28% |
$89.2K - $90.2K
|
149K
$3.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.84K+ 382.37% |
$76.7K - $77.5K
|
3.58K
$85.7K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
2.39K+ 0.56% |
$64.3K - $65.1K
|
429K
$10.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.3KNew |
$62.1K - $62.8K
|
2.3K
$55.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 4.07% |
$52.1K - $52.7K
|
49.4K
$1.18M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.91K+ 3.7% |
$51.5K - $52K
|
53.4K
$1.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.81K+ 8.21% |
$48.9K - $49.4K
|
23.9K
$571K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 3.43% |
$43.2K - $43.7K
|
48.3K
$1.16M
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.47K+ 7.94% |
$39.7K - $40.2K
|
20K
$479K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
1.45KNew |
$39.1K - $39.6K
|
1.45K
$34.7K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1.33K+ 7.28% |
$35.8K - $36.2K
|
19.6K
$468K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 10.11% |
$27.3K - $27.6K
|
11K
$263K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
987+ 0.62% |
$26.6K - $26.9K
|
159K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
866+ 1.28% |
$23.4K - $23.6K
|
68.6K
$1.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
640+ 8.13% |
$17.3K - $17.5K
|
8.51K
$204K
|