Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
223KNew |
$5.94M - $6.07M
|
223K
$5.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
182KNew |
$4.85M - $4.95M
|
182K
$4.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
77.4KNew |
$2.06M - $2.1M
|
77.4K
$1.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 21.23% |
$2.02M - $2.06M
|
434K
$9.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.7KNew |
$1.7M - $1.73M
|
63.7K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.6K+ 70.41% |
$868K - $886K
|
79K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.3K+ 6.01% |
$858K - $876K
|
569K
$13M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
21.4K+ 23.11% |
$568K - $580K
|
114K
$2.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.4K+ 1053.4% |
$515K - $526K
|
21.2K
$484K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18KNew |
$478K - $488K
|
18K
$410K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16.9K+ 7.36% |
$449K - $459K
|
246K
$5.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
16.2K+ 175.35% |
$430K - $439K
|
25.4K
$579K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
12.7KNew |
$337K - $344K
|
12.7K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
11.3K+ 30.07% |
$301K - $307K
|
49K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
9.56K+ 8.43% |
$254K - $260K
|
123K
$2.81M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.95KNew |
$211K - $216K
|
7.95K
$181K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.73K+ 6.89% |
$206K - $210K
|
120K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.48K+ 4.74% |
$172K - $176K
|
143K
$3.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
5.96K+ 13.27% |
$159K - $162K
|
50.8K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.19K+ 2.2% |
$84.9K - $86.7K
|
148K
$3.38M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.85K+ 1.92% |
$75.9K - $77.5K
|
151K
$3.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.68K+ 9.47% |
$71.2K - $72.7K
|
30.9K
$705K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.09K+ 4.11% |
$55.5K - $56.7K
|
52.9K
$1.21M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.93K+ 0.56% |
$51.4K - $52.4K
|
346K
$7.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.86KNew |
$49.5K - $50.5K
|
1.86K
$42.4K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.75K+ 5.44% |
$46.4K - $47.4K
|
33.8K
$772K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.73K+ 7.66% |
$46K - $46.9K
|
24.3K
$554K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.47KNew |
$39.2K - $40K
|
1.47K
$33.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
926+ 5.36% |
$24.6K - $25.2K
|
18.2K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
877+ 1.26% |
$23.3K - $23.8K
|
70.5K
$1.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
659+ 8.23% |
$17.5K - $17.9K
|
8.67K
$198K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
590+ 2.7% |
$15.7K - $16K
|
22.5K
$513K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
508+ 0.54% |
$13.5K - $13.8K
|
95.3K
$2.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
357+ 1.24% |
$9.5K - $9.7K
|
29K
$663K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
185+ 3.59% |
$4.92K - $5.02K
|
5.33K
$122K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45New |
$1.2K - $1.22K
|
45
$1.03K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
44+ 1.1% |
$1.17K - $1.2K
|
4.04K
$92.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$106 - $109
|
1.62K
$37K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-307Closed |
$8.17K - $8.34K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-351- 1.66% |
$9.34K - $9.53K
|
20.7K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-585- 2.0% |
$15.6K - $15.9K
|
28.6K
$653K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-700- 4.83% |
$18.6K - $19K
|
13.8K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-933- 16.27% |
$24.8K - $25.3K
|
4.8K
$110K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.2KClosed |
$537K - $548K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.1K- 76.52% |
$1.95M - $1.99M
|
22.4K
$512K
|