Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 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
|
- |
1.61M+ 2284.12% |
$41.7M - $43.1M
|
1.68M
$43.8M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
586KNew |
$15.2M - $15.7M
|
586K
$15.3M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
163K+ 72.09% |
$4.24M - $4.38M
|
390K
$10.2M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
98.8K+ 32.36% |
$2.56M - $2.65M
|
404K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.6K+ 22.58% |
$2.25M - $2.32M
|
470K
$12.3M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
84.9K+ 61.43% |
$2.2M - $2.28M
|
223K
$5.82M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.5K+ 20.34% |
$2.14M - $2.21M
|
488K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.6K+ 100.18% |
$2.07M - $2.14M
|
159K
$4.16M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 34.52% |
$1.1M - $1.14M
|
166K
$4.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
38.1KNew |
$990K - $1.02M
|
38.1K
$996K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.8K+ 9.57% |
$981K - $1.01M
|
433K
$11.3M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
36KNew |
$934K - $965K
|
36K
$939K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
34.1K+ 10.42% |
$885K - $915K
|
361K
$9.44M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.9K+ 5.22% |
$750K - $775K
|
582K
$15.2M
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.4K+ 56.87% |
$659K - $681K
|
70K
$1.83M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
20.3K+ 11.04% |
$527K - $545K
|
204K
$5.33M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
17.2K+ 12.17% |
$446K - $461K
|
158K
$4.13M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 11.96% |
$399K - $413K
|
144K
$3.76M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1KNew |
$392K - $406K
|
15.1K
$395K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
12.5K+ 50.5% |
$324K - $334K
|
37.1K
$970K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7KNew |
$303K - $313K
|
11.7K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$289K - $299K
|
11.1K
$291K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 78.96% |
$282K - $291K
|
24.6K
$643K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.08K+ 2.99% |
$236K - $244K
|
313K
$8.16M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 19.47% |
$177K - $183K
|
41.9K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.47K+ 4.51% |
$116K - $120K
|
104K
$2.71M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
4.35K+ 2.07% |
$113K - $117K
|
214K
$5.59M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.25K+ 6.46% |
$110K - $114K
|
70.1K
$1.83M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.09K+ 26.76% |
$106K - $110K
|
19.4K
$506K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4K+ 105.6% |
$104K - $107K
|
7.79K
$203K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.79KNew |
$98.3K - $102K
|
3.79K
$98.9K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 26.43% |
$94.4K - $97.6K
|
17.4K
$454K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.1K+ 3.52% |
$80.5K - $83.2K
|
91.1K
$2.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.36K+ 24.09% |
$61.2K - $63.3K
|
12.1K
$317K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.93K+ 9.79% |
$50.1K - $51.7K
|
21.6K
$564K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.9K+ 146.6% |
$49.3K - $51K
|
3.2K
$83.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 20.2% |
$47K - $48.6K
|
10.8K
$282K
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.76K+ 2.96% |
$45.8K - $47.3K
|
61.3K
$1.6M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.1K+ 50.09% |
$28.6K - $29.5K
|
3.3K
$86.1K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
950New |
$24.7K - $25.5K
|
950
$24.8K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
836+ 2.39% |
$21.7K - $22.4K
|
35.9K
$936K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
575+ 24.68% |
$14.9K - $15.4K
|
2.91K
$75.8K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
489+ 3.36% |
$12.7K - $13.1K
|
15.1K
$393K
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
416+ 5.46% |
$10.8K - $11.2K
|
8.03K
$210K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
403+ 23.53% |
$10.5K - $10.8K
|
2.12K
$55.2K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
400+ 4.32% |
$10.4K - $10.7K
|
9.67K
$252K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
390+ 0.4% |
$10.1K - $10.5K
|
97K
$2.53M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
331+ 1.2% |
$8.59K - $8.88K
|
27.8K
$727K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
307New |
$7.97K - $8.24K
|
307
$8.02K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
255New |
$6.62K - $6.84K
|
255
$6.66K
|