Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
243K+ 129.17% |
$6.83M - $6.97M
|
430K
$10.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 14.51% |
$3.77M - $3.85M
|
1.06M
$26.3M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
125KNew |
$3.53M - $3.6M
|
125K
$3.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
87.6K+ 14.38% |
$2.47M - $2.52M
|
697K
$17.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
67.4K+ 10.75% |
$1.9M - $1.94M
|
695K
$17.3M
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
49.6K+ 36.57% |
$1.4M - $1.43M
|
185K
$4.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
47KNew |
$1.32M - $1.35M
|
47K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
36.6K+ 16.52% |
$1.03M - $1.05M
|
258K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 12.79% |
$883K - $901K
|
277K
$6.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 19.0% |
$511K - $522K
|
114K
$2.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$442K - $451K
|
15.7K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
15.5K+ 8.45% |
$435K - $445K
|
199K
$4.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.3K+ 11.85% |
$402K - $410K
|
135K
$3.35M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
13.9K+ 116.19% |
$390K - $398K
|
25.8K
$641K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
10.5KNew |
$296K - $302K
|
10.5K
$261K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
9.87KNew |
$278K - $284K
|
9.87K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.57K+ 7.84% |
$269K - $275K
|
132K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12K+ 5.22% |
$257K - $262K
|
184K
$4.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.88K+ 2.41% |
$250K - $255K
|
377K
$9.39M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
8.68KNew |
$244K - $249K
|
8.68K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.95KNew |
$224K - $228K
|
7.95K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.8K+ 96.77% |
$220K - $224K
|
15.9K
$395K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
7.15K+ 1.47% |
$201K - $205K
|
494K
$12.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.74K+ 10.0% |
$190K - $194K
|
74.1K
$1.84M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.7K+ 13.44% |
$189K - $193K
|
56.6K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.64K+ 4.94% |
$159K - $162K
|
120K
$2.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.47K+ 18.49% |
$154K - $157K
|
35K
$872K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.91K+ 5.46% |
$138K - $141K
|
94.7K
$2.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
4.62K+ 5.27% |
$130K - $133K
|
92.4K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.05K+ 1.87% |
$114K - $116K
|
220K
$5.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.93K+ 6.03% |
$111K - $113K
|
69.1K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.02K+ 3.07% |
$85K - $86.8K
|
101K
$2.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.64K+ 4.01% |
$74.3K - $75.8K
|
68.4K
$1.7M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.95KNew |
$54.8K - $55.9K
|
1.95K
$48.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.89K+ 2.24% |
$53.2K - $54.3K
|
86.2K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.87K+ 12.32% |
$52.5K - $53.6K
|
17K
$423K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.78K+ 4.21% |
$50.1K - $51.2K
|
44K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.76K+ 19.5% |
$49.4K - $50.4K
|
10.8K
$268K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.68K+ 17.07% |
$47.4K - $48.4K
|
11.5K
$287K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.12K+ 1.6% |
$31.6K - $32.3K
|
71.5K
$1.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.06K+ 4.73% |
$30K - $30.6K
|
23.6K
$586K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
945+ 2.81% |
$26.6K - $27.2K
|
34.6K
$861K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
666+ 11.48% |
$18.7K - $19.1K
|
6.47K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
305New |
$8.59K - $8.77K
|
305
$7.59K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124New |
$3.49K - $3.56K
|
124
$3.09K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50+ 12.2% |
$1.41K - $1.44K
|
460
$11.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 0.58% |
$422 - $431
|
2.61K
$65K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.31% |
$394 - $402
|
4.47K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.06% |
$253 - $259
|
14.6K
$364K
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.02% |
$56.3 - $57.5
|
9.87K
$246K
|