Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
106K+ 333.95% |
$2.85M - $2.87M
|
138K
$3.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
77.5K+ 73.78% |
$2.08M - $2.09M
|
183K
$4.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.6K+ 107.57% |
$1.79M - $1.8M
|
129K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.7K+ 20.29% |
$1.73M - $1.74M
|
383K
$9.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
59.5KNew |
$1.6M - $1.6M
|
59.5K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.6K+ 15.55% |
$1.46M - $1.47M
|
406K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.7K+ 27.65% |
$715K - $719K
|
123K
$3.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
24.5K+ 33.94% |
$657K - $660K
|
96.6K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
19.4K+ 6.32% |
$521K - $524K
|
327K
$8.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 18.05% |
$505K - $508K
|
123K
$3.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.8K+ 4.72% |
$477K - $480K
|
395K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
17K+ 5.91% |
$457K - $459K
|
305K
$7.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
16.9KNew |
$454K - $457K
|
16.9K
$441K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.1K+ 32.39% |
$432K - $434K
|
65.8K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8KNew |
$397K - $399K
|
14.8K
$385K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
14.6KNew |
$390K - $393K
|
14.6K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
12.4K+ 12.96% |
$334K - $335K
|
109K
$2.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 2.27% |
$329K - $330K
|
553K
$14.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.5K+ 22.08% |
$310K - $311K
|
63.8K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 46.13% |
$297K - $298K
|
35.1K
$913K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.3K+ 3.15% |
$276K - $277K
|
337K
$8.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.21KNew |
$247K - $248K
|
9.21K
$240K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.95K+ 43.03% |
$240K - $241K
|
29.8K
$774K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
7.76KNew |
$208K - $209K
|
7.76K
$202K
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
7.61KNew |
$204K - $205K
|
7.61K
$198K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.27K+ 30.26% |
$195K - $196K
|
31.3K
$814K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.89K+ 15.72% |
$185K - $186K
|
50.7K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
6.08K+ 4.5% |
$163K - $164K
|
141K
$3.67M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
5.63K+ 2.76% |
$151K - $152K
|
210K
$5.46M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.22K+ 156.18% |
$140K - $141K
|
8.56K
$223K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.02K+ 2.81% |
$135K - $135K
|
184K
$4.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.9K+ 1.64% |
$131K - $132K
|
304K
$7.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.61K+ 48.62% |
$124K - $124K
|
14.1K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07K+ 6.15% |
$109K - $110K
|
70.3K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.06K+ 4.27% |
$109K - $109K
|
99.2K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 5.24% |
$106K - $107K
|
79.5K
$2.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
3.88K+ 9.54% |
$104K - $105K
|
44.6K
$1.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.88K+ 19.05% |
$104K - $104K
|
24.2K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.71K+ 37.64% |
$99.6K - $100K
|
13.6K
$354K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.67K+ 16.2% |
$98.4K - $98.9K
|
26.3K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 6.41% |
$80.4K - $80.9K
|
49.8K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.74K+ 8.86% |
$73.4K - $73.7K
|
33.6K
$875K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.68K+ 21.28% |
$71.9K - $72.3K
|
15.3K
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.64K+ 6.29% |
$70.8K - $71.2K
|
44.6K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 4.95% |
$66K - $66.3K
|
52.1K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.34K+ 9.3% |
$62.8K - $63.1K
|
27.5K
$716K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.26K+ 0.98% |
$60.6K - $60.9K
|
234K
$6.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
1.86K+ 8.13% |
$49.7K - $50K
|
24.7K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.7KNew |
$45.5K - $45.7K
|
1.7K
$44.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 15.94% |
$33.1K - $33.2K
|
8.97K
$233K
|