Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
3.08KNew |
$71.6K - $76.2K
|
3.08K
$76.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.02K+ 29.04% |
$70.2K - $74.8K
|
13.4K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.02KNew |
$70.2K - $74.7K
|
3.02K
$75K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3K+ 15.04% |
$69.8K - $74.2K
|
22.9K
$570K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.92K+ 53.68% |
$68.1K - $72.4K
|
8.37K
$208K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.58K+ 6.91% |
$60.1K - $63.9K
|
39.9K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.45K+ 4.06% |
$57K - $60.7K
|
62.8K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.05K+ 58.4% |
$47.7K - $50.8K
|
5.56K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.02K+ 2.47% |
$47K - $50K
|
83.7K
$2.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.88K+ 149.29% |
$43.9K - $46.7K
|
3.15K
$78.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.71K+ 13.71% |
$39.8K - $42.3K
|
14.2K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.65K+ 15.34% |
$38.4K - $40.9K
|
12.4K
$309K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.44K+ 1.18% |
$33.5K - $35.7K
|
123K
$3.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.32K+ 9.14% |
$30.8K - $32.8K
|
15.8K
$394K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.07KNew |
$25K - $26.6K
|
1.07K
$26.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$23.3K - $24.8K
|
1K
$24.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
980+ 1.33% |
$22.8K - $24.3K
|
74.5K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
930+ 7.7% |
$21.7K - $23.1K
|
13K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
769+ 0.36% |
$17.9K - $19.1K
|
212K
$5.27M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
650New |
$15.1K - $16.1K
|
650
$16.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400New |
$9.32K - $9.92K
|
400
$9.96K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
371+ 0.29% |
$8.64K - $9.2K
|
127K
$3.17M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
260+ 0.3% |
$6.06K - $6.45K
|
88.3K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
118+ 1.18% |
$2.75K - $2.93K
|
10.2K
$253K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
85+ 1.75% |
$1.98K - $2.11K
|
4.94K
$123K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 2.08% |
$722 - $768
|
1.52K
$37.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.08% |
$326 - $347
|
16.5K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3New |
$69.9 - $74.4
|
3
$74.7
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 2.22% |
$23.3 - $24.8
|
46
$1.14K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$116 - $124
|
11K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-9- 0.04% |
$210 - $223
|
22K
$547K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-342- 2.98% |
$7.97K - $8.48K
|
11.1K
$277K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.11K- 4.37% |
$25.8K - $27.5K
|
24.2K
$604K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.31K- 8.3% |
$30.5K - $32.5K
|
14.5K
$360K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.41K- 60.97% |
$32.7K - $34.9K
|
900
$22.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.79K- 12.2% |
$41.6K - $44.3K
|
12.9K
$320K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.7K- 19.75% |
$63K - $67K
|
11K
$273K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.21K- 7.74% |
$121K - $129K
|
62.1K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-7.44K- 46.47% |
$173K - $184K
|
8.57K
$213K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-8.57K- 4.49% |
$200K - $212K
|
182K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.82K- 3.05% |
$205K - $219K
|
280K
$6.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-10.8K- 3.45% |
$251K - $267K
|
302K
$7.52M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.3K- 40.48% |
$285K - $304K
|
18K
$448K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-13.4K- 18.54% |
$313K - $333K
|
59.1K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-15.8K- 1.24% |
$367K - $391K
|
1.26M
$31.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16.2K- 2.04% |
$377K - $401K
|
777K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-16.8K- 25.29% |
$391K - $416K
|
49.6K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-23.6K- 41.98% |
$550K - $585K
|
32.6K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.3K- 32.02% |
$659K - $701K
|
60K
$1.49M
|