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 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
340New |
$8.97K - $9.19K
|
340
$8.13K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
255+ 1.27% |
$6.73K - $6.89K
|
20.3K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
171+ 0.11% |
$4.51K - $4.62K
|
151K
$3.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
132New |
$3.48K - $3.57K
|
132
$3.16K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.3% |
$1.11K - $1.14K
|
14.1K
$337K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.25% |
$369 - $378
|
5.52K
$132K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14+ 0.61% |
$369 - $378
|
2.32K
$55.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.04% |
$211 - $216
|
20.4K
$488K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 2.22% |
$26.4 - $27
|
46
$1.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26.4 - $27
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26Closed |
$686 - $703
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-112- 50.91% |
$2.95K - $3.03K
|
108
$2.58K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-136- 1.42% |
$3.59K - $3.68K
|
9.41K
$225K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-169Closed |
$4.46K - $4.57K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 20.68% |
$4.48K - $4.6K
|
652
$15.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-326- 1.37% |
$8.6K - $8.81K
|
23.4K
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-438- 1.56% |
$11.6K - $11.8K
|
27.7K
$661K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 15.0% |
$15.8K - $16.2K
|
3.4K
$81.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-713- 0.34% |
$18.8K - $19.3K
|
209K
$4.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-941- 31.42% |
$24.8K - $25.4K
|
2.05K
$49.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-970Closed |
$25.6K - $26.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 2.47% |
$31.4K - $32.2K
|
47.1K
$1.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.52K- 5.12% |
$40K - $41K
|
28.1K
$673K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.62K- 9.5% |
$42.8K - $43.9K
|
15.5K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.09K- 9.88% |
$55K - $56.4K
|
19K
$455K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.22K- 6.66% |
$58.6K - $60K
|
31.1K
$744K
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.93K- 7.69% |
$77.2K - $79.1K
|
35.1K
$840K
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 1.88% |
$79.1K - $81.1K
|
156K
$3.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.29K- 12.64% |
$86.7K - $88.8K
|
22.7K
$543K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.46K- 1.12% |
$91.2K - $93.5K
|
306K
$7.32M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.57K- 3.78% |
$94.1K - $96.4K
|
90.9K
$2.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.58KClosed |
$94.5K - $96.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 4.63% |
$118K - $121K
|
92.4K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.89K- 9.89% |
$129K - $132K
|
44.5K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-8.05K- 31.54% |
$212K - $218K
|
17.5K
$418K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.11K- 41.44% |
$214K - $219K
|
11.5K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10K- 5.35% |
$264K - $270K
|
177K
$4.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 10.38% |
$283K - $290K
|
92.6K
$2.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-11.4K- 15.08% |
$300K - $307K
|
64K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12.6KClosed |
$333K - $341K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13K- 37.79% |
$342K - $351K
|
21.4K
$511K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-24K- 71.11% |
$633K - $649K
|
9.75K
$233K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-24.2K- 90.92% |
$638K - $653K
|
2.42K
$57.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.1KClosed |
$874K - $896K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.9K- 5.24% |
$1.29M - $1.32M
|
884K
$21.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-65.9K- 26.61% |
$1.74M - $1.78M
|
182K
$4.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-184KClosed |
$4.85M - $4.97M
|
0
$0
|