Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.19MNew |
$49.8M - $53.7M
|
2.19M
$52.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.04MNew |
$23.7M - $25.6M
|
1.04M
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
541K+ 280.93% |
$12.3M - $13.3M
|
734K
$17.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
345K+ 130.53% |
$7.85M - $8.46M
|
609K
$14.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
275KNew |
$6.26M - $6.74M
|
275K
$6.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
242K+ 62.75% |
$5.52M - $5.95M
|
629K
$15M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
235K+ 68.8% |
$5.35M - $5.76M
|
576K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
232K+ 975.11% |
$5.28M - $5.69M
|
256K
$6.12M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
230K+ 80.45% |
$5.24M - $5.65M
|
516K
$12.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
164K+ 33.11% |
$3.74M - $4.03M
|
660K
$15.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
135K+ 12.21% |
$3.06M - $3.3M
|
1.24M
$29.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 62.3% |
$2.98M - $3.21M
|
341K
$8.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
127K+ 58.6% |
$2.9M - $3.12M
|
345K
$8.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
120K+ 48.58% |
$2.73M - $2.95M
|
367K
$8.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
113K+ 46.44% |
$2.58M - $2.78M
|
357K
$8.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84.7K+ 41.4% |
$1.93M - $2.08M
|
289K
$6.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
72.8K+ 34.62% |
$1.66M - $1.78M
|
283K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.4K+ 10.75% |
$1.42M - $1.53M
|
643K
$15.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57KNew |
$1.3M - $1.4M
|
57K
$1.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
53.3K+ 15.63% |
$1.21M - $1.31M
|
394K
$9.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.2K+ 15.15% |
$1.21M - $1.3M
|
404K
$9.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 6.96% |
$1.08M - $1.16M
|
727K
$17.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.1K+ 58.03% |
$868K - $935K
|
104K
$2.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
38KNew |
$865K - $932K
|
38K
$908K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26.6KNew |
$605K - $652K
|
26.6K
$636K
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.3KNew |
$576K - $621K
|
25.3K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
23.9K+ 130.13% |
$544K - $586K
|
42.2K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.3K+ 144.86% |
$508K - $547K
|
37.7K
$902K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
21.9KNew |
$499K - $538K
|
21.9K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.1K+ 1.18% |
$434K - $468K
|
1.64M
$39.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.7K+ 47.57% |
$425K - $458K
|
57.9K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
17.9KNew |
$408K - $440K
|
17.9K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$408K - $439K
|
17.9K
$428K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17.4K+ 15.29% |
$396K - $426K
|
131K
$3.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16.8K+ 8.43% |
$383K - $413K
|
217K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$371K - $400K
|
16.3K
$390K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
11.9K+ 5.52% |
$271K - $292K
|
227K
$5.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.8KNew |
$269K - $289K
|
11.8K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.1K+ 2.93% |
$252K - $272K
|
390K
$9.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.5K+ 83.38% |
$239K - $258K
|
23.1K
$553K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.5KNew |
$239K - $257K
|
10.5K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.72K+ 19.33% |
$221K - $238K
|
60K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
9K+ 5.24% |
$205K - $221K
|
181K
$4.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.14K+ 1066.71% |
$185K - $200K
|
8.9K
$213K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.93K+ 8.94% |
$180K - $194K
|
96.6K
$2.31M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.17K+ 19.25% |
$163K - $176K
|
44.4K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.88K+ 13.45% |
$157K - $169K
|
58K
$1.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.38K+ 19.54% |
$145K - $157K
|
39K
$933K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.9K+ 373.76% |
$134K - $145K
|
7.48K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.78K+ 7.59% |
$132K - $142K
|
81.9K
$1.96M
|