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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 100.63% |
$300K - $305K
|
23.5K
$613K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
11.7K+ 51.56% |
$297K - $302K
|
34.3K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 1.71% |
$276K - $280K
|
644K
$16.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
10.3K+ 24.86% |
$261K - $265K
|
51.5K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.62K+ 8.85% |
$245K - $249K
|
118K
$3.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.58K+ 6.52% |
$244K - $248K
|
156K
$4.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.54KNew |
$243K - $247K
|
9.54K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.53K+ 3.02% |
$243K - $247K
|
325K
$8.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.48K+ 14.67% |
$241K - $245K
|
74.1K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.08K+ 3846.19% |
$231K - $235K
|
9.31K
$243K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
8.95K+ 3.63% |
$228K - $231K
|
256K
$6.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$204K - $207K
|
8K
$209K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8KNew |
$204K - $207K
|
8K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.88KNew |
$201K - $204K
|
7.88K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.63K+ 82.82% |
$194K - $197K
|
16.8K
$439K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
7.34K+ 24.03% |
$187K - $190K
|
37.9K
$987K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.22K+ 12.68% |
$133K - $135K
|
46.4K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
4.93K+ 42.39% |
$125K - $127K
|
16.6K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.76K+ 35.22% |
$121K - $123K
|
18.3K
$476K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.52K+ 332.79% |
$115K - $117K
|
5.87K
$153K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3.92K+ 300.92% |
$99.9K - $102K
|
5.23K
$136K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.9K+ 23.75% |
$73.8K - $74.9K
|
15.1K
$393K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.83K+ 25.26% |
$72K - $73.2K
|
14K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.47K+ 15.67% |
$62.8K - $63.8K
|
18.2K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.32K+ 1.39% |
$59.1K - $60K
|
169K
$4.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.17KNew |
$55.2K - $56.1K
|
2.17K
$56.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.77K+ 22.78% |
$45.1K - $45.8K
|
9.54K
$249K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.52K+ 4.09% |
$38.6K - $39.2K
|
38.5K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.41K+ 6.13% |
$36K - $36.6K
|
24.5K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.37K+ 1.07% |
$34.8K - $35.3K
|
129K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.37K+ 9.87% |
$34.8K - $35.3K
|
15.2K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.33KNew |
$33.9K - $34.4K
|
1.33K
$34.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$30.6K - $31K
|
1.2K
$31.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 12.54% |
$29.9K - $30.4K
|
10.5K
$275K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.11K+ 3.0% |
$28.1K - $28.6K
|
38K
$990K
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.03K+ 2.85% |
$26.2K - $26.6K
|
37.2K
$970K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
818+ 2.52% |
$20.8K - $21.2K
|
33.3K
$867K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
811New |
$20.6K - $21K
|
811
$21.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
796+ 4.48% |
$20.3K - $20.6K
|
18.6K
$484K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
569+ 2.12% |
$14.5K - $14.7K
|
27.4K
$714K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
150+ 4.86% |
$3.82K - $3.88K
|
3.24K
$84.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
32+ 0.25% |
$815 - $828
|
12.8K
$333K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.53% |
$178 - $181
|
1.33K
$34.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.38% |
$76.4 - $77.6
|
786
$20.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.58% |
$50.9 - $51.7
|
347
$9.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.72% |
$25.5 - $25.9
|
139
$3.62K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-178- 1.36% |
$4.53K - $4.6K
|
12.9K
$336K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-212- 4.05% |
$5.4K - $5.48K
|
5.03K
$131K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-454- 3.56% |
$11.6K - $11.7K
|
12.3K
$320K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-840- 8.16% |
$21.4K - $21.7K
|
9.45K
$246K
|