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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.53K+ 3.21% |
$165K - $167K
|
210K
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.31K+ 3.03% |
$160K - $161K
|
214K
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.28K+ 17.57% |
$159K - $160K
|
42K
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.91KNew |
$150K - $151K
|
5.91K
$0
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.26K+ 27.09% |
$133K - $134K
|
24.7K
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.11K+ 39.77% |
$129K - $131K
|
18K
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.82K+ 4.09% |
$122K - $123K
|
123K
$0
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.1K+ 10.25% |
$78.4K - $79.1K
|
33.3K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.88K+ 1.72% |
$72.8K - $73.5K
|
170K
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.86K+ 8.02% |
$72.4K - $73K
|
38.5K
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.85KNew |
$72.1K - $72.8K
|
2.85K
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 13.87% |
$71.5K - $72.1K
|
23.2K
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.81K+ 377.79% |
$71K - $71.7K
|
3.55K
$0
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.59K+ 1.6% |
$65.6K - $66.1K
|
164K
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 1.52% |
$53K - $53.5K
|
140K
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.94K+ 19.14% |
$49.1K - $49.5K
|
12.1K
$0
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.92KNew |
$48.5K - $49K
|
1.92K
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.6KNew |
$40.5K - $40.9K
|
1.6K
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
510+ 2.78% |
$12.9K - $13K
|
18.8K
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
413+ 1.95% |
$10.5K - $10.5K
|
21.6K
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
385+ 7.02% |
$9.74K - $9.83K
|
5.87K
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
368+ 29.99% |
$9.31K - $9.4K
|
1.6K
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
352New |
$8.91K - $8.99K
|
352
$0
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
195+ 0.28% |
$4.94K - $4.98K
|
70.7K
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.27% |
$658 - $664
|
9.76K
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22+ 0.26% |
$557 - $562
|
8.47K
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.07% |
$380 - $383
|
20.1K
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.09% |
$329 - $332
|
14.7K
$0
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.08% |
$202 - $204
|
9.56K
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 0.52% |
$152 - $153
|
1.15K
$0
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-155- 0.36% |
$3.92K - $3.96K
|
43.5K
$0
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-170- 2.1% |
$4.3K - $4.34K
|
7.94K
$0
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-251- 1.95% |
$6.35K - $6.41K
|
12.6K
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255Closed |
$6.45K - $6.51K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-296Closed |
$7.49K - $7.56K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-348- 7.94% |
$8.81K - $8.89K
|
4.04K
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-562Closed |
$14.2K - $14.4K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-634- 3.04% |
$16K - $16.2K
|
20.2K
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-756- 4.62% |
$19.1K - $19.3K
|
15.6K
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-887- 27.74% |
$22.4K - $22.7K
|
2.31K
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-900- 2.01% |
$22.8K - $23K
|
43.9K
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-971Closed |
$24.6K - $24.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1K- 3.74% |
$25.3K - $25.5K
|
25.7K
$0
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.6K- 1.51% |
$40.5K - $40.9K
|
105K
$0
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-2KClosed |
$50.6K - $51.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.24K- 12.03% |
$56.6K - $57.2K
|
16.4K
$0
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-2.52K- 3.86% |
$63.8K - $64.4K
|
62.8K
$0
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.64K- 6.01% |
$66.8K - $67.4K
|
41.3K
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 11.9% |
$75.9K - $76.6K
|
22.2K
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-3.29KClosed |
$83.2K - $83.9K
|
0
$0
|