Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
137KNew |
$3.57M - $3.65M
|
137K
$3.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.2KNew |
$2.49M - $2.54M
|
95.2K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
91.2KNew |
$2.38M - $2.44M
|
91.2K
$2.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
75.1KNew |
$1.96M - $2.01M
|
75.1K
$1.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.1K+ 13.2% |
$1.96M - $2M
|
644K
$14.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.6K+ 16.51% |
$1.87M - $1.91M
|
505K
$11.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.2K+ 214.66% |
$1.26M - $1.29M
|
70.6K
$1.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
44.8K+ 20.07% |
$1.17M - $1.2M
|
268K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8KNew |
$882K - $902K
|
33.8K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 16.29% |
$776K - $793K
|
212K
$4.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
23.8K+ 20.9% |
$621K - $635K
|
138K
$3.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20KNew |
$522K - $533K
|
20K
$456K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
11K+ 138.34% |
$287K - $293K
|
18.9K
$432K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 34.61% |
$279K - $286K
|
41.6K
$950K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.15K+ 21.14% |
$187K - $191K
|
41K
$935K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.17K+ 7.81% |
$161K - $165K
|
85.1K
$1.94M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.02K+ 5.02% |
$157K - $161K
|
126K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.21K+ 5.97% |
$110K - $112K
|
74.7K
$1.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
3.71K+ 20.35% |
$96.8K - $99K
|
21.9K
$500K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.52K+ 1.02% |
$91.8K - $93.9K
|
349K
$7.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
2.93K+ 3.08% |
$76.6K - $78.3K
|
98.3K
$2.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.47K+ 8.5% |
$64.4K - $65.9K
|
31.5K
$719K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.4K+ 1.62% |
$62.7K - $64.1K
|
151K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 4.5% |
$62.1K - $63.5K
|
55.2K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2K+ 4.71% |
$52.2K - $53.4K
|
44.5K
$1.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.51K+ 1.95% |
$39.5K - $40.4K
|
78.9K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 2.64% |
$33.7K - $34.5K
|
50.3K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
685+ 2.82% |
$17.9K - $18.3K
|
25K
$570K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
521+ 6.01% |
$13.6K - $13.9K
|
9.19K
$210K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
395+ 64.65% |
$10.3K - $10.5K
|
1.01K
$23K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
392+ 1.89% |
$10.2K - $10.5K
|
21.1K
$482K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
360New |
$9.4K - $9.61K
|
360
$8.22K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330New |
$8.62K - $8.81K
|
330
$7.53K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
248+ 0.16% |
$6.48K - $6.62K
|
151K
$3.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
134New |
$3.5K - $3.58K
|
134
$3.06K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.29% |
$366 - $374
|
4.82K
$110K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$104 - $107
|
1.63K
$37.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 2.22% |
$26.1 - $26.7
|
46
$1.05K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.05% |
$235 - $240
|
18.2K
$415K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-75- 0.06% |
$1.96K - $2K
|
123K
$2.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-478- 1.67% |
$12.5K - $12.8K
|
28.2K
$643K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-520- 2.31% |
$13.6K - $13.9K
|
22K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.07K- 5.04% |
$27.9K - $28.5K
|
20.1K
$459K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47KClosed |
$38.4K - $39.3K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-1.78K- 3.49% |
$46.4K - $47.4K
|
49.1K
$1.12M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-4.49K- 17.68% |
$117K - $120K
|
20.9K
$477K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.67K- 10.14% |
$122K - $125K
|
41.4K
$944K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-12.7KClosed |
$330K - $338K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17.7KClosed |
$462K - $472K
|
0
$0
|