Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.87M+ 9162.78% |
$73M - $74.2M
|
2.9M
$75.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
638K+ 62.59% |
$16.2M - $16.5M
|
1.66M
$43.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
268K+ 48.29% |
$6.81M - $6.92M
|
822K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
205K+ 55.46% |
$5.21M - $5.29M
|
574K
$15M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193K+ 195.21% |
$4.92M - $5M
|
292K
$7.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
149KNew |
$3.78M - $3.84M
|
149K
$3.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
145KNew |
$3.7M - $3.76M
|
145K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 23.79% |
$3.6M - $3.66M
|
736K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
124KNew |
$3.17M - $3.22M
|
124K
$3.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
120K+ 14.82% |
$3.06M - $3.11M
|
932K
$24.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 52.53% |
$2.97M - $3.01M
|
338K
$8.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97.7K+ 56.42% |
$2.49M - $2.53M
|
271K
$7.06M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.5K+ 18.97% |
$2.35M - $2.39M
|
580K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.8K+ 11.72% |
$2.08M - $2.12M
|
780K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
81.3K+ 297.6% |
$2.07M - $2.1M
|
109K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.4K+ 14.48% |
$1.89M - $1.92M
|
588K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.8KNew |
$1.42M - $1.44M
|
55.8K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
55.2KNew |
$1.41M - $1.43M
|
55.2K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 121.14% |
$1.12M - $1.14M
|
80.5K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
43.9K+ 214.23% |
$1.12M - $1.14M
|
64.4K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
41.7KNew |
$1.06M - $1.08M
|
41.7K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40.8K+ 51.37% |
$1.04M - $1.06M
|
120K
$3.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.4K+ 33.33% |
$1.03M - $1.04M
|
162K
$4.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 169.64% |
$943K - $958K
|
58.8K
$1.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34.2KNew |
$870K - $884K
|
34.2K
$890K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
30.9KNew |
$786K - $799K
|
30.9K
$805K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.1K+ 37.55% |
$768K - $780K
|
110K
$2.88M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
28.3KNew |
$720K - $732K
|
28.3K
$737K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28.3KNew |
$720K - $732K
|
28.3K
$737K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
27K+ 14.5% |
$688K - $699K
|
213K
$5.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 20.08% |
$679K - $690K
|
160K
$4.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24K+ 22.41% |
$611K - $621K
|
131K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 2.78% |
$546K - $555K
|
791K
$20.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.2K+ 5.54% |
$540K - $548K
|
404K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18.5KNew |
$472K - $480K
|
18.5K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
18.1KNew |
$461K - $469K
|
18.1K
$472K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
17.2K+ 27.85% |
$438K - $445K
|
79K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
17.1K+ 115.19% |
$436K - $443K
|
32K
$833K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 122.44% |
$421K - $428K
|
30K
$783K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
15.9K+ 34.78% |
$404K - $410K
|
61.5K
$1.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
15.5KNew |
$395K - $401K
|
15.5K
$404K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
15.3KNew |
$390K - $396K
|
15.3K
$399K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.9KNew |
$380K - $386K
|
14.9K
$389K
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
14.9KNew |
$380K - $386K
|
14.9K
$389K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
14.4KNew |
$368K - $374K
|
14.4K
$376K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
14.1KNew |
$359K - $365K
|
14.1K
$367K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14.1KNew |
$359K - $364K
|
14.1K
$367K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8K+ 35.28% |
$327K - $332K
|
49.2K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.2KNew |
$311K - $316K
|
12.2K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12KNew |
$306K - $310K
|
12K
$313K
|