Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 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
|
- |
2.37MNew |
$53M - $57.9M
|
2.37M
$54.4M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
543KNew |
$12.1M - $13.3M
|
543K
$12.5M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
535K+ 2390.0% |
$12M - $13.1M
|
557K
$12.8M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
521KNew |
$11.7M - $12.8M
|
521K
$12M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
310KNew |
$6.93M - $7.58M
|
310K
$7.11M
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
181K+ 50.01% |
$4.05M - $4.43M
|
543K
$12.5M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
178KNew |
$3.99M - $4.36M
|
178K
$4.09M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 87.31% |
$1.8M - $1.97M
|
172K
$3.96M
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
71.5KNew |
$1.6M - $1.75M
|
71.5K
$1.64M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
65.3K+ 128.46% |
$1.46M - $1.6M
|
116K
$2.67M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
64.1K+ 11.17% |
$1.44M - $1.57M
|
638K
$14.7M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
58.3K+ 10.91% |
$1.31M - $1.43M
|
593K
$13.6M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
53.1K+ 59.66% |
$1.19M - $1.3M
|
142K
$3.26M
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
48.6K+ 41.21% |
$1.09M - $1.19M
|
167K
$3.83M
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
38.8KNew |
$869K - $950K
|
38.8K
$892K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
34.5K+ 27.71% |
$773K - $845K
|
159K
$3.65M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$582K - $636K
|
26K
$597K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 40.0% |
$539K - $589K
|
84.2K
$1.93M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 40.0% |
$539K - $589K
|
84.2K
$1.93M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.2KNew |
$474K - $518K
|
21.2K
$486K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20.1K+ 10.47% |
$449K - $491K
|
212K
$4.87M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.9KNew |
$378K - $413K
|
16.9K
$388K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.6KNew |
$372K - $406K
|
16.6K
$381K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.5K+ 74.81% |
$369K - $403K
|
38.5K
$885K
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
13.5KNew |
$303K - $331K
|
13.5K
$311K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.1K+ 66.52% |
$294K - $321K
|
32.8K
$754K
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.8K+ 53.01% |
$287K - $313K
|
36.9K
$849K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10K+ 14.82% |
$225K - $246K
|
77.8K
$1.79M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.69K+ 41.45% |
$217K - $237K
|
33K
$759K
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8K+ 15.09% |
$179K - $196K
|
61K
$1.4M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.47K+ 18.61% |
$167K - $183K
|
47.6K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.09K+ 12.78% |
$91.5K - $100K
|
36.1K
$828K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.98KNew |
$89.1K - $97.4K
|
3.98K
$91.4K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.74K+ 1.84% |
$61.4K - $67.1K
|
152K
$3.49M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.66K+ 3.06% |
$59.6K - $65.2K
|
89.6K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.22K+ 4.18% |
$49.8K - $54.4K
|
55.3K
$1.27M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.02KNew |
$45.3K - $49.5K
|
2.02K
$46.4K
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.94K+ 1.52% |
$43.3K - $47.4K
|
130K
$2.97M
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.07% |
$32.5K - $35.5K
|
48.7K
$1.12M
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.06K+ 2.9% |
$23.7K - $25.9K
|
37.7K
$865K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
575New |
$12.9K - $14.1K
|
575
$13.2K
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
550+ 6.2% |
$12.3K - $13.5K
|
9.42K
$216K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.25% |
$269 - $294
|
4.84K
$111K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$134 - $147
|
10.5K
$240K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$89.6 - $97.9
|
1.63K
$37.5K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 2.17% |
$22.4 - $24.5
|
47
$1.08K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-133- 0.17% |
$2.98K - $3.25K
|
79K
$1.81M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-280- 0.62% |
$6.27K - $6.85K
|
44.6K
$1.02M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-350- 34.79% |
$7.84K - $8.56K
|
656
$15.1K
|