Purchases and Sales Made in Q4 2021 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
152K+ 150.82% |
$4.11M - $4.14M
|
253K
$6.35M
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
36.2KNew |
$980K - $988K
|
36.2K
$910K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 7.67% |
$506K - $510K
|
262K
$6.59M
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13.7KNew |
$372K - $375K
|
13.7K
$345K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.3KNew |
$359K - $362K
|
13.3K
$334K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 17.05% |
$328K - $330K
|
83.1K
$2.09M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
8.72K+ 7.56% |
$236K - $238K
|
124K
$3.12M
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 9.11% |
$211K - $213K
|
93.4K
$2.35M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.77K+ 29.97% |
$210K - $212K
|
33.7K
$847K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
7.49K+ 44.08% |
$203K - $204K
|
24.5K
$615K
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
5.91K+ 2.46% |
$160K - $161K
|
246K
$6.19M
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.48K+ 1.23% |
$148K - $150K
|
453K
$11.4M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.46K+ 12.77% |
$148K - $149K
|
48.2K
$1.21M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.42K+ 16.47% |
$147K - $148K
|
38.3K
$963K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.03K+ 71.01% |
$136K - $137K
|
12.1K
$305K
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.71K+ 397.89% |
$127K - $129K
|
5.9K
$148K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.24K+ 18.52% |
$115K - $116K
|
27.2K
$683K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 14.33% |
$63.1K - $63.7K
|
18.6K
$468K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
834+ 11.61% |
$22.6K - $22.8K
|
8.02K
$201K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
732+ 3.69% |
$19.8K - $20K
|
20.5K
$516K
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
500New |
$13.5K - $13.6K
|
500
$12.6K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400+ 800.0% |
$10.8K - $10.9K
|
450
$11.3K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
103+ 0.97% |
$2.79K - $2.81K
|
10.7K
$269K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58New |
$1.57K - $1.58K
|
58
$1.46K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-147- 17.67% |
$3.98K - $4.01K
|
685
$17.2K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.04K- 0.58% |
$28.2K - $28.5K
|
178K
$4.46M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.51K- 22.74% |
$67.9K - $68.5K
|
8.53K
$214K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.66K- 1.75% |
$72.1K - $72.7K
|
149K
$3.75M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 4.28% |
$99.8K - $101K
|
82.6K
$2.07M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.73K- 9.96% |
$128K - $129K
|
42.7K
$1.07M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.19K- 10.67% |
$140K - $142K
|
43.4K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.5K- 26.78% |
$284K - $286K
|
28.7K
$720K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1KClosed |
$788K - $795K
|
0
$0
|