Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.2M+ 133.93% |
$49.5M - $52M
|
3.83M
$91.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
864K+ 61.82% |
$19.5M - $20.5M
|
2.26M
$54.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
711KNew |
$16M - $16.8M
|
711K
$17M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
710K+ 1869.45% |
$16M - $16.8M
|
748K
$17.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
508K+ 138.37% |
$11.5M - $12M
|
876K
$20.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
506K+ 178.87% |
$11.4M - $12M
|
789K
$18.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
498KNew |
$11.2M - $11.8M
|
498K
$11.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
488KNew |
$11M - $11.5M
|
488K
$11.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
313K+ 47.45% |
$7.06M - $7.42M
|
974K
$23.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
272K+ 58.15% |
$6.13M - $6.43M
|
739K
$17.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
246K+ 2084.94% |
$5.55M - $5.82M
|
258K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
236K+ 32.41% |
$5.31M - $5.58M
|
962K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
233K+ 31.79% |
$5.26M - $5.52M
|
967K
$23.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
233K+ 37.06% |
$5.25M - $5.51M
|
862K
$20.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 33.73% |
$4.89M - $5.14M
|
860K
$20.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205K+ 35.65% |
$4.63M - $4.86M
|
781K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
180K+ 52.71% |
$4.05M - $4.25M
|
520K
$12.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
154K+ 12.43% |
$3.47M - $3.64M
|
1.39M
$33.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
145KNew |
$3.28M - $3.44M
|
145K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
135KNew |
$3.05M - $3.2M
|
135K
$3.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
130K+ 561.62% |
$2.93M - $3.07M
|
153K
$3.66M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
130KNew |
$2.92M - $3.07M
|
130K
$3.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
123K+ 16482.17% |
$2.77M - $2.91M
|
124K
$2.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
113K+ 1272.86% |
$2.56M - $2.68M
|
122K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
95.4KNew |
$2.15M - $2.26M
|
95.4K
$2.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
77.5KNew |
$1.75M - $1.83M
|
77.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
76.5K+ 3.5% |
$1.72M - $1.81M
|
2.26M
$54.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
59.6K+ 363.57% |
$1.34M - $1.41M
|
75.9K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
59.3KNew |
$1.34M - $1.4M
|
59.3K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
58.6K+ 44.4% |
$1.32M - $1.39M
|
191K
$4.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
56KNew |
$1.26M - $1.33M
|
56K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
52.1K+ 14.57% |
$1.17M - $1.23M
|
410K
$9.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
48.2K+ 7.92% |
$1.09M - $1.14M
|
657K
$15.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
46.8K+ 45.03% |
$1.05M - $1.11M
|
151K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.4K+ 248.46% |
$1M - $1.05M
|
62.3K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
43.8KNew |
$989K - $1.04M
|
43.8K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43.1K+ 10.66% |
$972K - $1.02M
|
447K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.8K+ 69.75% |
$897K - $941K
|
96.8K
$2.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
35.7KNew |
$805K - $845K
|
35.7K
$854K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.8KNew |
$763K - $801K
|
33.8K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
33.2K+ 344.25% |
$749K - $786K
|
42.9K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
32.4K+ 36.97% |
$731K - $767K
|
120K
$2.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
31.6K+ 37.52% |
$713K - $748K
|
116K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.2K+ 168.6% |
$681K - $715K
|
48.1K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
30K+ 70.96% |
$676K - $710K
|
72.2K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
28.7K+ 7.29% |
$648K - $680K
|
423K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
26.2KNew |
$591K - $620K
|
26.2K
$626K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.2K+ 409.3% |
$590K - $620K
|
32.6K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$573K - $602K
|
25.4K
$608K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
25.1K+ 11.03% |
$565K - $593K
|
252K
$6.04M
|