Purchases and Sales Made in Q3 2022 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.64M+ 2466.22% |
$41.6M - $42.8M
|
1.7M
$44.3M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
428KNew |
$10.9M - $11.2M
|
428K
$11.1M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
238K+ 95.63% |
$6.06M - $6.24M
|
487K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
163KNew |
$4.14M - $4.26M
|
163K
$4.24M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
133KNew |
$3.38M - $3.48M
|
133K
$3.46M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 14.48% |
$3.28M - $3.38M
|
1.02M
$26.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
118K+ 18.08% |
$2.99M - $3.09M
|
770K
$20M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
116K+ 24.11% |
$2.94M - $3.02M
|
595K
$15.5M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
104K+ 14.63% |
$2.63M - $2.71M
|
811K
$21.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
91K+ 15.0% |
$2.31M - $2.38M
|
698K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71K+ 253.92% |
$1.8M - $1.86M
|
99K
$2.58M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
65.3K+ 155.91% |
$1.66M - $1.71M
|
107K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59K+ 12.98% |
$1.5M - $1.55M
|
514K
$13.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
54.2KNew |
$1.38M - $1.42M
|
54.2K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
53.5K+ 407.23% |
$1.36M - $1.4M
|
66.6K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.7K+ 138.91% |
$1.19M - $1.22M
|
80.3K
$2.09M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.7K+ 60.45% |
$1.03M - $1.06M
|
108K
$2.81M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37.9KNew |
$964K - $993K
|
37.9K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.4KNew |
$925K - $953K
|
36.4K
$948K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$796K - $820K
|
31.3K
$815K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
31.2K+ 26.95% |
$792K - $816K
|
147K
$3.82M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
30.5KNew |
$776K - $800K
|
30.5K
$795K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
29.1KNew |
$739K - $761K
|
29.1K
$757K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.5K+ 18.87% |
$725K - $747K
|
180K
$4.68M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.3K+ 5.18% |
$693K - $714K
|
554K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 12.92% |
$645K - $665K
|
222K
$5.77M
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
22.6KNew |
$575K - $592K
|
22.6K
$589K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22.2K+ 7.56% |
$564K - $581K
|
316K
$8.22M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.4K+ 13.39% |
$519K - $535K
|
173K
$4.51M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
20.1K+ 95.28% |
$512K - $527K
|
41.3K
$1.07M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17.2K+ 87.45% |
$437K - $450K
|
36.9K
$960K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 4.79% |
$429K - $441K
|
369K
$9.61M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 37.07% |
$349K - $360K
|
50.8K
$1.32M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.5KNew |
$343K - $354K
|
13.5K
$352K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
13K+ 7.27% |
$330K - $340K
|
192K
$4.99M
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
12.7KNew |
$324K - $334K
|
12.7K
$332K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.7K+ 163.16% |
$323K - $333K
|
20.5K
$533K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.6K+ 3.4% |
$319K - $329K
|
383K
$9.96M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.2KNew |
$311K - $320K
|
12.2K
$318K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 113.67% |
$295K - $304K
|
21.8K
$568K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11K+ 21.77% |
$281K - $289K
|
61.8K
$1.61M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9.67K+ 16.6% |
$246K - $253K
|
67.9K
$1.77M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.56KNew |
$243K - $250K
|
9.56K
$249K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.49K+ 41.35% |
$241K - $249K
|
32.4K
$845K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.22KNew |
$234K - $241K
|
9.22K
$240K
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
9.1K+ 12.93% |
$231K - $238K
|
79.5K
$2.07M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.4KNew |
$213K - $220K
|
8.4K
$219K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.06K+ 12.59% |
$205K - $211K
|
72.1K
$1.88M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.66K+ 69.76% |
$169K - $174K
|
16.2K
$422K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.3K+ 6.86% |
$160K - $165K
|
98.2K
$2.56M
|