Purchases and Sales Made in Q4 2021 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
179KNew |
$4.98M - $5M
|
179K
$4.77M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
126KNew |
$3.49M - $3.51M
|
126K
$3.34M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.5KNew |
$1.57M - $1.58M
|
56.5K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.8K+ 14.89% |
$1.19M - $1.2M
|
330K
$8.81M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
40.6KNew |
$1.13M - $1.14M
|
40.6K
$1.08M
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
39.7K+ 553.27% |
$1.11M - $1.11M
|
46.9K
$1.25M
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
38.4K+ 159.17% |
$1.07M - $1.07M
|
62.5K
$1.66M
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
35.8KNew |
$996K - $1M
|
35.8K
$953K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.1K+ 8.92% |
$784K - $787K
|
344K
$9.16M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4K+ 10.31% |
$763K - $766K
|
293K
$7.82M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4KNew |
$763K - $766K
|
27.4K
$730K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
23K+ 6.56% |
$641K - $644K
|
374K
$9.97M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.7K+ 6.4% |
$520K - $522K
|
310K
$8.27M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 171.83% |
$474K - $476K
|
26.9K
$717K
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.8K+ 62.01% |
$466K - $468K
|
43.8K
$1.17M
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.3K+ 82.78% |
$452K - $454K
|
35.9K
$956K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
15.4K+ 5.55% |
$428K - $429K
|
292K
$7.78M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 16.69% |
$422K - $424K
|
106K
$2.83M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.3K+ 72.07% |
$397K - $399K
|
34.1K
$908K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
14.2K+ 8.14% |
$396K - $398K
|
189K
$5.04M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
14.1K+ 5.1% |
$391K - $393K
|
290K
$7.72M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$379K - $380K
|
13.6K
$362K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 65.27% |
$326K - $327K
|
29.6K
$789K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.33KNew |
$260K - $261K
|
9.33K
$249K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.31KNew |
$231K - $232K
|
8.31K
$222K
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
8.09KNew |
$225K - $226K
|
8.09K
$216K
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
7.27KNew |
$202K - $203K
|
7.27K
$194K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.16K+ 31.11% |
$199K - $200K
|
30.2K
$804K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7K+ 38.89% |
$195K - $196K
|
25K
$666K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.55K+ 626.79% |
$182K - $183K
|
7.6K
$202K
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.71K+ 13.46% |
$159K - $160K
|
48.1K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.51K+ 23.92% |
$153K - $154K
|
28.5K
$760K
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.12K+ 16.36% |
$142K - $143K
|
36.4K
$970K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 22.63% |
$132K - $132K
|
25.6K
$682K
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.53K+ 9.19% |
$126K - $127K
|
53.9K
$1.44M
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.3K+ 8.5% |
$120K - $120K
|
54.9K
$1.46M
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
4.3K+ 2.91% |
$120K - $120K
|
152K
$4.05M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.48K+ 31.04% |
$96.9K - $97.3K
|
14.7K
$392K
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.73K+ 6.53% |
$76K - $76.3K
|
44.5K
$1.19M
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.07K+ 1.24% |
$57.7K - $57.9K
|
168K
$4.49M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14K+ 3.18% |
$31.6K - $31.7K
|
36.9K
$982K
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.08K+ 7.22% |
$29.9K - $30K
|
16K
$425K
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
301+ 1.11% |
$8.38K - $8.41K
|
27.4K
$730K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
289+ 2.3% |
$8.05K - $8.08K
|
12.9K
$343K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
268+ 3.56% |
$7.46K - $7.49K
|
7.79K
$207K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
101+ 0.96% |
$2.81K - $2.82K
|
10.6K
$283K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.75% |
$27.8 - $28
|
134
$3.57K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$27.8 - $28
|
1
$26.7
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$27.8 - $28
|
503
$13.4K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|