Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.82MNew |
$93.2M - $100M
|
3.82M
$95.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.66MNew |
$40.5M - $43.7M
|
1.66M
$41.4M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
503KNew |
$12.3M - $13.2M
|
503K
$12.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
479KNew |
$11.7M - $12.6M
|
479K
$11.9M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 273.49% |
$7.85M - $8.45M
|
440K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 273.49% |
$7.85M - $8.45M
|
440K
$11M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
268K+ 612.2% |
$6.54M - $7.04M
|
312K
$7.77M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
74.4K+ 9.81% |
$1.81M - $1.95M
|
833K
$20.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
60.8K+ 125.63% |
$1.48M - $1.59M
|
109K
$2.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.3K+ 51.96% |
$1.44M - $1.56M
|
173K
$4.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54K+ 35.72% |
$1.32M - $1.42M
|
205K
$5.11M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
49.8K+ 60.32% |
$1.21M - $1.31M
|
132K
$3.29M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
38.2K+ 35.25% |
$932K - $1M
|
147K
$3.65M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
36.8KNew |
$896K - $964K
|
36.8K
$915K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
34.2K+ 102.37% |
$833K - $897K
|
67.6K
$1.68M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
33.7K+ 15.19% |
$820K - $883K
|
255K
$6.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$633K - $682K
|
26K
$647K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
22.8K+ 2.91% |
$556K - $599K
|
808K
$20.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.3K+ 20.52% |
$543K - $585K
|
131K
$3.26M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 15.41% |
$510K - $549K
|
157K
$3.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20KNew |
$487K - $525K
|
20K
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.1KNew |
$392K - $423K
|
16.1K
$401K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
14K+ 26.43% |
$342K - $368K
|
67.1K
$1.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 7.53% |
$335K - $360K
|
196K
$4.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 3.17% |
$297K - $320K
|
398K
$9.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.1K+ 53.79% |
$294K - $316K
|
34.5K
$858K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10.6KNew |
$259K - $279K
|
10.6K
$264K
|
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 12.08% |
$252K - $271K
|
95.9K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$247K - $266K
|
10.2K
$253K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.99K+ 19.83% |
$243K - $262K
|
60.4K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.5KNew |
$232K - $249K
|
9.5K
$237K
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
8.89K+ 4.38% |
$217K - $233K
|
212K
$5.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
5.82K+ 4.8% |
$142K - $153K
|
127K
$3.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.4K+ 966.37% |
$107K - $115K
|
4.85K
$121K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.36K+ 10.93% |
$106K - $114K
|
44.2K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.6K+ 3.58% |
$87.7K - $94.4K
|
104K
$2.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.55KNew |
$86.5K - $93.1K
|
3.55K
$88.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.75K+ 2.27% |
$66.9K - $72K
|
123K
$3.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.64K+ 12.4% |
$64.3K - $69.2K
|
23.9K
$596K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.36K+ 2.91% |
$57.5K - $61.9K
|
83.6K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.01K+ 2.25% |
$48.9K - $52.7K
|
91.3K
$2.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 13.44% |
$37.2K - $40.1K
|
12.9K
$321K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49KNew |
$36.3K - $39.1K
|
1.49K
$37.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.38K+ 325.77% |
$33.6K - $36.1K
|
1.8K
$44.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
972+ 2.84% |
$23.7K - $25.5K
|
35.2K
$876K
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
864+ 0.71% |
$21K - $22.7K
|
122K
$3.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
744+ 5.54% |
$18.1K - $19.5K
|
14.2K
$353K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
590+ 5.18% |
$14.4K - $15.5K
|
12K
$298K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
405+ 0.56% |
$9.87K - $10.6K
|
72.2K
$1.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
340+ 7.08% |
$8.28K - $8.92K
|
5.14K
$128K
|