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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.88K+ 14.79% |
$149K - $154K
|
45.6K
$1.19M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.24KNew |
$133K - $137K
|
5.24K
$136K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.92K+ 60.44% |
$125K - $129K
|
13.1K
$340K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
4.63K+ 50.38% |
$118K - $121K
|
13.8K
$360K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 5.44% |
$84.6K - $87.2K
|
64.6K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.02K+ 1.84% |
$76.7K - $79.1K
|
167K
$4.35M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.9K+ 29.03% |
$73.7K - $75.9K
|
12.9K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.87K+ 2.31% |
$72.9K - $75.1K
|
127K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.48K+ 9.96% |
$62.9K - $64.8K
|
27.3K
$711K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.15K+ 15.81% |
$54.6K - $56.2K
|
15.7K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.86K+ 5.38% |
$47.2K - $48.7K
|
36.4K
$948K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.8K+ 91.74% |
$45.7K - $47.1K
|
3.76K
$97.9K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.5K+ 1.14% |
$38.1K - $39.3K
|
134K
$3.48M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.43K+ 1.33% |
$36.2K - $37.3K
|
109K
$2.83M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.3KNew |
$33.1K - $34.1K
|
1.3K
$33.9K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
954+ 0.66% |
$24.2K - $25K
|
145K
$3.77M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
865+ 0.8% |
$22K - $22.6K
|
109K
$2.85M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
783New |
$19.9K - $20.5K
|
783
$20.4K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
671+ 6.98% |
$17.1K - $17.6K
|
10.3K
$268K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
457+ 50.78% |
$11.6K - $12K
|
1.36K
$35.3K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
385+ 3.4% |
$9.78K - $10.1K
|
11.7K
$305K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
314+ 1.32% |
$7.98K - $8.22K
|
24.1K
$626K
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
250+ 0.68% |
$6.35K - $6.55K
|
37K
$964K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
229+ 2.48% |
$5.82K - $6K
|
9.47K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
103+ 1.03% |
$2.62K - $2.7K
|
10.1K
$264K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
73+ 0.53% |
$1.85K - $1.91K
|
13.7K
$357K
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.23% |
$1.04K - $1.07K
|
17.8K
$462K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
38+ 0.26% |
$966 - $995
|
14.9K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$152 - $157
|
21.4K
$556K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.0% |
$25.4 - $26.2
|
45.9K
$1.19M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-132- 0.97% |
$3.35K - $3.46K
|
13.5K
$351K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-145- 0.35% |
$3.68K - $3.8K
|
41.2K
$1.07M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-195- 2.04% |
$4.95K - $5.11K
|
9.37K
$244K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-207- 1.67% |
$5.26K - $5.42K
|
12.2K
$317K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-418- 11.93% |
$10.6K - $10.9K
|
3.09K
$80.3K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-487- 74.92% |
$12.4K - $12.7K
|
163
$4.24K
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-500- 1.44% |
$12.7K - $13.1K
|
34.2K
$890K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-697- 2.01% |
$17.7K - $18.2K
|
34K
$885K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-705- 4.96% |
$17.9K - $18.5K
|
13.5K
$352K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-950- 7.82% |
$24.1K - $24.9K
|
11.2K
$291K
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-950- 12.25% |
$24.1K - $24.9K
|
6.81K
$177K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.33K- 4.71% |
$33.7K - $34.7K
|
26.8K
$698K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 2.81% |
$35.6K - $36.7K
|
48.4K
$1.26M
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.53K- 6.23% |
$38.9K - $40.1K
|
23K
$600K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-2K- 13.53% |
$50.7K - $52.2K
|
12.8K
$332K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.99K- 20.44% |
$75.9K - $78.2K
|
11.6K
$303K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.9K- 1.95% |
$125K - $128K
|
247K
$6.42M
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-6.2K- 19.11% |
$158K - $162K
|
26.2K
$683K
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.52K- 7.85% |
$166K - $171K
|
76.6K
$1.99M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-8.26K- 5.21% |
$210K - $216K
|
150K
$3.91M
|