Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 14.29% |
$4.06M - $4.16M
|
1.23M
$29.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
82.2K+ 11.21% |
$2.17M - $2.22M
|
816K
$19.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
76.4K+ 8.03% |
$2.02M - $2.06M
|
1.03M
$24.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
68.9KNew |
$1.82M - $1.86M
|
68.9K
$1.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
55.4K+ 5.52% |
$1.46M - $1.5M
|
1.06M
$25.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
47.4K+ 176.38% |
$1.25M - $1.28M
|
74.2K
$1.78M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
40.8K+ 30.57% |
$1.08M - $1.1M
|
174K
$4.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 17.68% |
$962K - $986K
|
243K
$5.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.5K+ 4.18% |
$751K - $769K
|
709K
$16.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
27.6K+ 10.78% |
$728K - $746K
|
284K
$6.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9K+ 6.21% |
$578K - $593K
|
375K
$8.96M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
21.5KNew |
$568K - $582K
|
21.5K
$515K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
20.7KNew |
$547K - $561K
|
20.7K
$496K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
19.8K+ 1.09% |
$522K - $534K
|
1.84M
$44M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$472K - $484K
|
17.9K
$428K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 52.87% |
$471K - $483K
|
51.7K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 10.66% |
$439K - $450K
|
173K
$4.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
15.4KNew |
$406K - $416K
|
15.4K
$368K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 3.39% |
$405K - $415K
|
468K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
14.7K+ 7.02% |
$387K - $396K
|
224K
$5.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
13.6KNew |
$359K - $368K
|
13.6K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 3.46% |
$317K - $325K
|
359K
$8.59M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.6KNew |
$305K - $312K
|
11.6K
$276K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
10.6K+ 50.66% |
$279K - $285K
|
31.4K
$751K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.91K+ 11.08% |
$261K - $268K
|
99.4K
$2.38M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
9.68K+ 86.11% |
$255K - $262K
|
20.9K
$500K
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
9.05KNew |
$239K - $245K
|
9.05K
$216K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.77K+ 16.42% |
$231K - $237K
|
62.2K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.5KNew |
$224K - $230K
|
8.5K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74KNew |
$204K - $209K
|
7.74K
$185K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.42K+ 14.38% |
$196K - $201K
|
59K
$1.41M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
6.12K+ 1.43% |
$162K - $166K
|
435K
$10.4M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.84K+ 3.87% |
$154K - $158K
|
157K
$3.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.15K+ 6.04% |
$109K - $112K
|
72.8K
$1.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.98K+ 36.12% |
$105K - $108K
|
15K
$359K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
3.94K+ 2.47% |
$104K - $106K
|
163K
$3.91M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.76KNew |
$99.3K - $102K
|
3.76K
$90K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.65KNew |
$96.3K - $98.7K
|
3.65K
$87.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.03K+ 5.83% |
$79.9K - $81.8K
|
55K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.95K+ 3.97% |
$77.9K - $79.8K
|
77.2K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.72K+ 1.94% |
$71.6K - $73.4K
|
142K
$3.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.7K+ 1.94% |
$71.2K - $73K
|
142K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.01K+ 12.14% |
$53K - $54.3K
|
18.5K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
2K+ 53.33% |
$52.8K - $54.1K
|
5.75K
$137K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.71KNew |
$45K - $46.1K
|
1.71K
$40.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.12K+ 1.45% |
$29.5K - $30.2K
|
78.2K
$1.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
829+ 3.47% |
$21.9K - $22.4K
|
24.7K
$591K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
565+ 7.31% |
$14.9K - $15.3K
|
8.29K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
557+ 0.38% |
$14.7K - $15.1K
|
149K
$3.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
507+ 5.96% |
$13.4K - $13.7K
|
9.02K
$216K
|