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 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
399+ 1.82% |
$10.2K - $10.3K
|
22.4K
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
313New |
$7.97K - $8.12K
|
313
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
255New |
$6.49K - $6.61K
|
255
$0
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
35+ 0.12% |
$891 - $908
|
30.2K
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.16% |
$407 - $415
|
9.73K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14+ 0.17% |
$356 - $363
|
8.45K
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$153 - $156
|
23.4K
$0
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.05% |
$127 - $130
|
9.56K
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-63- 41.72% |
$1.6K - $1.63K
|
88
$0
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-227- 1.73% |
$5.78K - $5.89K
|
12.9K
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 0.67% |
$6.36K - $6.48K
|
37.1K
$0
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-343- 4.06% |
$8.73K - $8.89K
|
8.11K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-470- 0.47% |
$12K - $12.2K
|
98.7K
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-615- 5.72% |
$15.7K - $15.9K
|
10.1K
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-958- 5.38% |
$24.4K - $24.8K
|
16.8K
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.28K- 0.79% |
$32.6K - $33.2K
|
162K
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.67K- 10.22% |
$42.5K - $43.3K
|
14.7K
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$43.3K - $44.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.8K- 2.55% |
$45.8K - $46.7K
|
68.9K
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$68.7K - $70K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.76K- 8.39% |
$70.2K - $71.5K
|
30.1K
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.9K- 2.66% |
$73.8K - $75.2K
|
106K
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 9.28% |
$74.7K - $76.1K
|
28.7K
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.6K- 8.45% |
$91.5K - $93.2K
|
39K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.98K- 9.05% |
$127K - $129K
|
50.1K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.45K- 16.93% |
$139K - $141K
|
26.7K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.8K- 2.83% |
$148K - $150K
|
199K
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.6K- 12.83% |
$168K - $171K
|
44.8K
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.04K- 24.97% |
$179K - $182K
|
21.1K
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.37K- 4.42% |
$188K - $191K
|
159K
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.76K- 28.95% |
$197K - $201K
|
19K
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.19KClosed |
$209K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.26KClosed |
$210K - $214K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-9.54K- 6.03% |
$243K - $247K
|
149K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.4K- 2.61% |
$263K - $268K
|
387K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-11.5K- 3.49% |
$293K - $298K
|
318K
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.8K- 29.43% |
$378K - $385K
|
35.6K
$0
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.7KClosed |
$400K - $408K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19.4KClosed |
$493K - $503K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.7K- 31.29% |
$579K - $589K
|
49.9K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-23.8K- 8.58% |
$605K - $617K
|
253K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-26.1KClosed |
$663K - $676K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-27.1K- 4.21% |
$691K - $704K
|
617K
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.5K- 26.94% |
$777K - $792K
|
82.8K
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.7K- 73.46% |
$1.7M - $1.73M
|
24.1K
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-114K- 18.52% |
$2.89M - $2.95M
|
500K
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 19.25% |
$3.03M - $3.09M
|
500K
$0
|