Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBML) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.77M+ 2463.04% |
$45.1M - $45.9M
|
1.84M
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
254K+ 183.86% |
$6.45M - $6.58M
|
392K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.2K+ 90.29% |
$2.02M - $2.05M
|
167K
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.7K+ 132.36% |
$2M - $2.04M
|
138K
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.4K+ 49.94% |
$1.56M - $1.59M
|
184K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.8K+ 7.35% |
$1.52M - $1.55M
|
873K
$0
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
59.8K+ 18.76% |
$1.52M - $1.55M
|
378K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.3K+ 24.26% |
$1.23M - $1.25M
|
247K
$0
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47KNew |
$1.2M - $1.22M
|
47K
$0
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
38.6KNew |
$981K - $1M
|
38.6K
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35.7KNew |
$908K - $925K
|
35.7K
$0
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
30.1K+ 27.87% |
$767K - $781K
|
138K
$0
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.3K+ 55.87% |
$643K - $656K
|
70.5K
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
23.4K+ 16.93% |
$596K - $607K
|
162K
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.6K+ 7.25% |
$576K - $587K
|
335K
$0
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.6K+ 11.86% |
$549K - $559K
|
203K
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.7K+ 6.85% |
$527K - $537K
|
323K
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 159.93% |
$444K - $452K
|
28.3K
$0
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
16K+ 44.82% |
$407K - $415K
|
51.7K
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 73.07% |
$384K - $391K
|
35.7K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.5K+ 56.21% |
$342K - $349K
|
37.4K
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 1.74% |
$333K - $339K
|
766K
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 70.32% |
$305K - $311K
|
29.1K
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.04K+ 94.45% |
$230K - $234K
|
18.6K
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 3.53% |
$180K - $184K
|
208K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 4.85% |
$176K - $180K
|
150K
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.39KNew |
$112K - $114K
|
4.39K
$0
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.35K+ 3.83% |
$111K - $113K
|
118K
$0
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.19K+ 27.47% |
$107K - $109K
|
19.4K
$0
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
4.06K+ 24.21% |
$103K - $105K
|
20.8K
$0
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.02K+ 5.43% |
$102K - $104K
|
78.1K
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4K+ 209.53% |
$102K - $104K
|
5.91K
$0
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.19K+ 3.13% |
$81.2K - $82.7K
|
105K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.51K+ 12.27% |
$63.8K - $65K
|
22.9K
$0
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.39K+ 23.76% |
$60.7K - $61.8K
|
12.4K
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.1K+ 11.49% |
$53.4K - $54.4K
|
20.4K
$0
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2KNew |
$50.9K - $51.9K
|
2K
$0
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.95K+ 17.88% |
$49.6K - $50.6K
|
12.9K
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91KNew |
$48.6K - $49.5K
|
1.91K
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.48K+ 3.51% |
$37.7K - $38.4K
|
43.6K
$0
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 1.45% |
$35.1K - $35.8K
|
96.2K
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 7.24% |
$31.5K - $32.1K
|
18.3K
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.15KNew |
$29.2K - $29.7K
|
1.15K
$0
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.06K+ 47.6% |
$27K - $27.5K
|
3.29K
$0
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
971New |
$24.7K - $25.2K
|
971
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
887+ 38.4% |
$22.6K - $23K
|
3.2K
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
793+ 1.82% |
$20.2K - $20.6K
|
44.4K
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
743New |
$18.9K - $19.3K
|
743
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
626+ 3.22% |
$15.9K - $16.2K
|
20.1K
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
403+ 7.48% |
$10.3K - $10.4K
|
5.79K
$0
|