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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.88K+ 1.05% |
$111K - $120K
|
467K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.79K+ 5.45% |
$109K - $118K
|
92.7K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.85K+ 5.38% |
$87.7K - $94.5K
|
75.5K
$1.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.83K+ 628.36% |
$87.3K - $94K
|
4.44K
$106K
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.69K+ 3.0% |
$84K - $90.5K
|
127K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.59KNew |
$81.8K - $88.1K
|
3.59K
$85.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.5K+ 4.34% |
$79.7K - $85.9K
|
84.2K
$2.01M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.1K+ 18.02% |
$70.6K - $76K
|
20.3K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.84K+ 7.85% |
$64.6K - $69.6K
|
39K
$932K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.47KNew |
$56.3K - $60.6K
|
2.47K
$59.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.32K+ 43.85% |
$52.9K - $57K
|
7.62K
$182K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.93K+ 13.05% |
$44K - $47.4K
|
16.7K
$400K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.83K+ 2.49% |
$41.7K - $44.9K
|
75.5K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1.71K+ 8.93% |
$39K - $42K
|
20.9K
$499K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.45K+ 6.6% |
$33.1K - $35.6K
|
23.5K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 8.62% |
$32.3K - $34.8K
|
17.9K
$427K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.29K+ 11.91% |
$29.4K - $31.7K
|
12.1K
$290K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.13K+ 1.31% |
$25.7K - $27.7K
|
87.7K
$2.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 18.67% |
$22.9K - $24.7K
|
6.4K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
862+ 13.67% |
$19.6K - $21.1K
|
7.17K
$171K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
746New |
$17K - $18.3K
|
746
$17.8K
|
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
600+ 6.63% |
$13.7K - $14.7K
|
9.65K
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$13K - $14K
|
571
$13.7K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
520+ 1.43% |
$11.8K - $12.8K
|
36.8K
$879K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
481+ 0.15% |
$11K - $11.8K
|
331K
$7.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
350+ 1.15% |
$7.97K - $8.59K
|
30.9K
$738K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
134+ 0.72% |
$3.05K - $3.29K
|
18.9K
$451K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
58+ 0.23% |
$1.32K - $1.42K
|
24.9K
$596K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$250 - $270
|
19.4K
$464K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 4.17% |
$91.1 - $98.1
|
92
$2.2K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-18- 0.01% |
$410 - $442
|
137K
$3.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-31- 2.67% |
$706 - $760
|
1.13K
$27K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-63- 0.17% |
$1.43K - $1.55K
|
37K
$885K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 0.97% |
$2.32K - $2.5K
|
10.4K
$248K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-110- 0.3% |
$2.5K - $2.7K
|
36.7K
$877K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-576- 2.08% |
$13.1K - $14.1K
|
27.2K
$650K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-690- 46.15% |
$15.7K - $16.9K
|
805
$19.2K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-795- 0.5% |
$18.1K - $19.5K
|
158K
$3.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-850- 3.49% |
$19.4K - $20.9K
|
23.5K
$562K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 1.99% |
$22.8K - $24.5K
|
49.3K
$1.18M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.58K- 0.36% |
$36K - $38.8K
|
442K
$10.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.33K- 12.46% |
$53.1K - $57.2K
|
16.4K
$392K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.38K- 8.66% |
$54.3K - $58.5K
|
25.1K
$601K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 17.97% |
$57.9K - $62.4K
|
11.6K
$278K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.09K- 1.99% |
$70.3K - $75.7K
|
152K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.25K- 27.14% |
$74K - $79.8K
|
8.73K
$209K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.82K- 71.71% |
$110K - $118K
|
1.9K
$45.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.82K- 6.11% |
$110K - $118K
|
74.2K
$1.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-6.49K- 2.83% |
$148K - $159K
|
223K
$5.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-7.09K- 2.4% |
$162K - $174K
|
288K
$6.89M
|