Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
778K+ 139.6% |
$16.8M - $18.4M
|
1.34M
$30.5M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
573K+ 24.2% |
$12.3M - $13.5M
|
2.94M
$67.1M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
535K+ 172.89% |
$11.5M - $12.7M
|
845K
$19.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
425K+ 954.92% |
$9.17M - $10.1M
|
470K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
323KNew |
$6.97M - $7.65M
|
323K
$7.38M
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
287K+ 52.84% |
$6.18M - $6.78M
|
829K
$18.9M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
167K+ 32.07% |
$3.6M - $3.95M
|
689K
$15.7M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
115K+ 18.06% |
$2.48M - $2.72M
|
753K
$17.2M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.2K+ 123.75% |
$2.07M - $2.28M
|
174K
$3.97M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84.8K+ 40.01% |
$1.83M - $2M
|
297K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.5KNew |
$1.41M - $1.55M
|
65.5K
$1.5M
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
48.2K+ 101.06% |
$1.04M - $1.14M
|
95.9K
$2.19M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
47.2K+ 7.95% |
$1.02M - $1.12M
|
641K
$14.6M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.9K+ 87.97% |
$902K - $990K
|
89.5K
$2.04M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.5K+ 80.58% |
$570K - $625K
|
59.3K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.7K+ 142.51% |
$510K - $559K
|
40.3K
$919K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 13.44% |
$499K - $548K
|
195K
$4.46M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 22.39% |
$422K - $462K
|
107K
$2.44M
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19K+ 16.33% |
$409K - $448K
|
135K
$3.08M
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
18.9K+ 139.78% |
$407K - $447K
|
32.4K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
17.7K+ 29.02% |
$381K - $418K
|
78.7K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 2.86% |
$378K - $414K
|
631K
$14.4M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
17.4K+ 10.95% |
$375K - $412K
|
176K
$4.03M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 14.72% |
$267K - $293K
|
96.6K
$2.2M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 18.85% |
$225K - $247K
|
65.8K
$1.5M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
7.06K+ 4.24% |
$152K - $167K
|
174K
$3.96M
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
5.78K+ 8.08% |
$124K - $137K
|
77.3K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.71K+ 7.73% |
$123K - $135K
|
79.6K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.9K+ 5.47% |
$106K - $116K
|
94.5K
$2.16M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.53K+ 13.7% |
$97.6K - $107K
|
37.6K
$858K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.36K+ 82.96% |
$72.3K - $79.3K
|
7.4K
$169K
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.01K+ 8.16% |
$64.9K - $71.2K
|
40K
$912K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.99K+ 520.0% |
$64.4K - $70.7K
|
3.57K
$81.4K
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.61K+ 11.7% |
$56.2K - $61.6K
|
24.9K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.85KNew |
$39.9K - $43.8K
|
1.85K
$42.3K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 2.36% |
$39.4K - $43.3K
|
79.4K
$1.81M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.82KNew |
$39.2K - $43K
|
1.82K
$41.5K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.46K+ 1.03% |
$31.5K - $34.5K
|
143K
$3.27M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
775New |
$16.7K - $18.3K
|
775
$17.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
451New |
$9.72K - $10.7K
|
451
$10.3K
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
366+ 0.28% |
$7.89K - $8.65K
|
130K
$2.96M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
130+ 0.36% |
$2.8K - $3.07K
|
36.2K
$826K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.03% |
$151 - $165
|
21.2K
$483K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.12% |
$129 - $142
|
4.84K
$110K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$129 - $142
|
10.5K
$239K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$108 - $118
|
1.64K
$37.4K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-38- 0.1% |
$819 - $898
|
37.6K
$858K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-350- 0.91% |
$7.54K - $8.27K
|
38.2K
$871K
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.88K- 0.7% |
$40.5K - $44.4K
|
266K
$6.07M
|