Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
607K+ 2141.78% |
$15.4M - $15.5M
|
635K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
475K+ 54.44% |
$12M - $12.1M
|
1.35M
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
291K+ 87.04% |
$7.38M - $7.44M
|
626K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
270K+ 83.68% |
$6.84M - $6.9M
|
593K
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
258K+ 173.8% |
$6.54M - $6.6M
|
407K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
164KNew |
$4.16M - $4.2M
|
164K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
161KNew |
$4.08M - $4.11M
|
161K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
124K+ 20.06% |
$3.13M - $3.16M
|
741K
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 22.73% |
$2.88M - $2.9M
|
614K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 22.73% |
$2.88M - $2.9M
|
614K
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
106KNew |
$2.7M - $2.72M
|
106K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
97.6KNew |
$2.47M - $2.49M
|
97.6K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93K+ 23.75% |
$2.35M - $2.37M
|
485K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.9K+ 139.68% |
$1.77M - $1.79M
|
120K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
69.2K+ 42.79% |
$1.75M - $1.77M
|
231K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
66.5KNew |
$1.68M - $1.7M
|
66.5K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
52.9K+ 203.62% |
$1.34M - $1.35M
|
78.9K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
49.4K+ 314.97% |
$1.25M - $1.26M
|
65.1K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
48.2KNew |
$1.22M - $1.23M
|
48.2K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43.8K+ 11.32% |
$1.11M - $1.12M
|
431K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40.8KNew |
$1.03M - $1.04M
|
40.8K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.2KNew |
$966K - $975K
|
38.2K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$929K - $938K
|
36.7K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
35.4KNew |
$896K - $904K
|
35.4K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
33.4KNew |
$844K - $852K
|
33.4K
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33K+ 34.31% |
$835K - $843K
|
129K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.5K+ 80.97% |
$798K - $806K
|
70.5K
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
30.6K+ 22.12% |
$774K - $781K
|
169K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.8K+ 3.75% |
$728K - $734K
|
795K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23.5K+ 406.04% |
$595K - $601K
|
29.3K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 7.77% |
$486K - $491K
|
267K
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
17.9KNew |
$453K - $457K
|
17.9K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.3KNew |
$363K - $366K
|
14.3K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.8K+ 16.39% |
$324K - $327K
|
90.9K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.3KNew |
$311K - $314K
|
12.3K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
12KNew |
$304K - $306K
|
12K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 50.55% |
$293K - $296K
|
34.5K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11.5KNew |
$291K - $294K
|
11.5K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11.5K+ 11.63% |
$291K - $293K
|
110K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
11.3KNew |
$286K - $289K
|
11.3K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.3K+ 2.97% |
$285K - $287K
|
390K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.3K+ 9.84% |
$262K - $264K
|
115K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 28.44% |
$256K - $258K
|
45.7K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10KNew |
$253K - $255K
|
10K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
9.8KNew |
$248K - $250K
|
9.8K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7.92KNew |
$200K - $202K
|
7.92K
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
7.89KNew |
$200K - $201K
|
7.89K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.75K+ 26.66% |
$196K - $198K
|
36.8K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.24K+ 42.89% |
$183K - $185K
|
24.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.83K+ 3.7% |
$173K - $174K
|
191K
$0
|