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 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
520+ 2000.0% |
$14K - $14.2K
|
546
$13.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
512+ 1.57% |
$13.8K - $14K
|
33.1K
$792K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
380+ 1.83% |
$10.3K - $10.4K
|
21.1K
$505K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
169New |
$4.56K - $4.61K
|
169
$4.04K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45New |
$1.21K - $1.23K
|
45
$1.08K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.23% |
$863 - $873
|
14.1K
$336K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19+ 0.2% |
$513 - $518
|
9.55K
$228K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.97% |
$378 - $382
|
1.45K
$34.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.03% |
$162 - $164
|
20.4K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$27 - $27.3
|
1
$23.9
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-28- 0.09% |
$755 - $764
|
29.7K
$709K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$782 - $791
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-48- 4.72% |
$1.3K - $1.31K
|
970
$23.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.67K - $2.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-351Closed |
$9.47K - $9.58K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-399- 2.87% |
$10.8K - $10.9K
|
13.5K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-501- 0.27% |
$13.5K - $13.7K
|
187K
$4.47M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-520- 95.24% |
$14K - $14.2K
|
26
$622
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-545- 2.24% |
$14.7K - $14.9K
|
23.8K
$568K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-547- 1.91% |
$14.8K - $14.9K
|
28.1K
$672K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 17.19% |
$30.8K - $31.2K
|
5.51K
$132K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.7K- 2.24% |
$45.9K - $46.5K
|
74.3K
$1.78M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.81KClosed |
$75.8K - $76.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.09K- 1.45% |
$83.3K - $84.2K
|
210K
$5.01M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.1K- 3.1% |
$83.6K - $84.6K
|
96.9K
$2.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.94K- 3.17% |
$133K - $135K
|
151K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.51K- 5.51% |
$149K - $150K
|
94.4K
$2.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.43K- 31.31% |
$174K - $175K
|
14.1K
$337K
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-6.56K- 11.2% |
$177K - $179K
|
52K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-7K- 17.18% |
$189K - $191K
|
33.8K
$807K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.3K- 6.85% |
$277K - $280K
|
139K
$3.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.6KClosed |
$449K - $454K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.3K- 2.9% |
$548K - $554K
|
680K
$16.3M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-24.2K- 90.92% |
$652K - $659K
|
2.42K
$57.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-29K- 96.99% |
$783K - $791K
|
900
$21.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-37.8KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-51.4K- 5.13% |
$1.39M - $1.4M
|
951K
$22.7M
|