Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
139K+ 73.13% |
$3.61M - $3.62M
|
329K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 15.78% |
$2.87M - $2.88M
|
813K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.7KNew |
$2.35M - $2.36M
|
90.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.6K+ 11.65% |
$2.04M - $2.05M
|
753K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
73.1K+ 85.78% |
$1.89M - $1.9M
|
158K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
70.7KNew |
$1.83M - $1.84M
|
70.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 12.06% |
$1.73M - $1.73M
|
619K
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
57.6K+ 498.3% |
$1.49M - $1.5M
|
69.1K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
44.7K+ 70.39% |
$1.16M - $1.16M
|
108K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31K+ 11.44% |
$803K - $807K
|
302K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
28.4K+ 70.39% |
$735K - $738K
|
68.6K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
25.5K+ 4.12% |
$660K - $663K
|
644K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
23.3K+ 30.7% |
$604K - $606K
|
99.2K
$0
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20.7KNew |
$535K - $537K
|
20.7K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.4K+ 6.48% |
$502K - $505K
|
319K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
19.4KNew |
$502K - $504K
|
19.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.1KNew |
$442K - $444K
|
17.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 8.16% |
$392K - $394K
|
201K
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.5K+ 56.21% |
$348K - $350K
|
37.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 9.04% |
$297K - $298K
|
138K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 27.36% |
$281K - $282K
|
50.4K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
10.4K+ 9.16% |
$269K - $270K
|
124K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.2K+ 50.64% |
$263K - $264K
|
30.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.66K+ 4.55% |
$224K - $225K
|
199K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.96KNew |
$206K - $207K
|
7.96K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.73K+ 21.57% |
$200K - $201K
|
43.6K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7.63K+ 11.48% |
$198K - $199K
|
74.1K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.51K+ 29.59% |
$195K - $195K
|
32.9K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.43K+ 2.1% |
$167K - $167K
|
312K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.42K+ 49.23% |
$166K - $167K
|
19.5K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
5.77K+ 37.65% |
$149K - $150K
|
21.1K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.7K+ 19.0% |
$148K - $148K
|
35.7K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
5.48K+ 14.95% |
$142K - $143K
|
42.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.38K+ 1.98% |
$139K - $140K
|
277K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.25K+ 4.86% |
$136K - $137K
|
113K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
4.69KNew |
$122K - $122K
|
4.69K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.65K+ 2.63% |
$121K - $121K
|
182K
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
4.58K+ 2.89% |
$119K - $119K
|
163K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.4K+ 14.52% |
$88K - $88.4K
|
26.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 8.73% |
$77.7K - $78.1K
|
37.4K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$70K - $70.3K
|
2.7K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.64K+ 12.72% |
$68.3K - $68.6K
|
23.4K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.58K+ 6.04% |
$66.7K - $67K
|
45.3K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.24K+ 17.26% |
$58.1K - $58.4K
|
15.2K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.77K+ 6.69% |
$45.8K - $46K
|
28.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.7KNew |
$44K - $44.2K
|
1.7K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.62K+ 7.98% |
$42.1K - $42.2K
|
22K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
1.29K+ 8.35% |
$33.5K - $33.6K
|
16.8K
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 8.1% |
$33.2K - $33.3K
|
17.1K
$0
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1K+ 11.96% |
$25.9K - $26K
|
9.36K
$0
|