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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.2K+ 3.53% |
$32K - $32.2K
|
35K
$912K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.89% |
$29.9K - $30.1K
|
39.7K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
930+ 11.16% |
$24.9K - $25.1K
|
9.27K
$241K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
372+ 40.26% |
$9.97K - $10K
|
1.3K
$33.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
302+ 0.81% |
$8.1K - $8.14K
|
37.4K
$974K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
277+ 4.4% |
$7.43K - $7.47K
|
6.58K
$171K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
105+ 1.08% |
$2.82K - $2.83K
|
9.79K
$255K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
63+ 0.26% |
$1.69K - $1.7K
|
24.3K
$631K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38+ 0.16% |
$1.02K - $1.02K
|
23.9K
$622K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34+ 3.9% |
$912 - $916
|
906
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31+ 0.28% |
$831 - $835
|
11.2K
$292K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
23New |
$617 - $620
|
23
$599
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$107 - $108
|
1.71K
$44.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.22% |
$80.4 - $80.9
|
138
$3.59K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-123- 1.41% |
$3.3K - $3.31K
|
8.62K
$224K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-124- 0.27% |
$3.32K - $3.34K
|
45.7K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-169- 0.4% |
$4.53K - $4.55K
|
41.7K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-216- 2.3% |
$5.79K - $5.82K
|
9.17K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-256- 0.17% |
$6.86K - $6.9K
|
152K
$3.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-369Closed |
$9.89K - $9.94K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-902- 1.35% |
$24.2K - $24.3K
|
65.7K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.14K- 10.42% |
$30.4K - $30.6K
|
9.76K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.3K- 1.46% |
$34.9K - $35K
|
88K
$2.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.59K- 10.47% |
$42.7K - $42.9K
|
13.6K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 12.12% |
$50.9K - $51.1K
|
13.8K
$358K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.03KClosed |
$54.4K - $54.7K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.99K- 8.76% |
$80.2K - $80.6K
|
31.1K
$811K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.88K- 2.44% |
$104K - $105K
|
155K
$4.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 9.83% |
$107K - $108K
|
36.7K
$955K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.32KClosed |
$116K - $116K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-4.36K- 13.02% |
$117K - $118K
|
29.1K
$759K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 1.91% |
$118K - $119K
|
227K
$5.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.91KClosed |
$132K - $132K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.57KClosed |
$203K - $204K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.42KClosed |
$226K - $227K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.3KClosed |
$249K - $251K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 28.61% |
$422K - $424K
|
39.3K
$1.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18.7KClosed |
$501K - $504K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-20K- 88.12% |
$537K - $540K
|
2.7K
$70.3K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.3K- 39.31% |
$571K - $574K
|
32.9K
$857K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-30.2K- 42.19% |
$809K - $813K
|
41.3K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.4K- 31.22% |
$949K - $954K
|
78K
$2.03M
|