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 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
170+ 1.74% |
$4.41K - $4.56K
|
9.93K
$259K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
28+ 0.12% |
$727 - $751
|
24.3K
$634K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.07% |
$260 - $268
|
14.8K
$387K
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$77.9 - $80.5
|
8.56K
$224K
|
|
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
|
- |
-10- 43.48% |
$260 - $268
|
13
$339
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28- 0.04% |
$727 - $751
|
77.9K
$2.03M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-30- 3.31% |
$779 - $805
|
876
$22.9K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-173- 0.72% |
$4.49K - $4.64K
|
23.7K
$620K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-183- 1.63% |
$4.75K - $4.91K
|
11K
$288K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-221- 1.74% |
$5.74K - $5.93K
|
12.5K
$326K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-637- 1.7% |
$16.5K - $17.1K
|
36.8K
$960K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-675- 10.26% |
$17.5K - $18.1K
|
5.9K
$154K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-899- 1.41% |
$23.3K - $24.1K
|
62.9K
$1.64M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.91% |
$39.4K - $40.7K
|
50.6K
$1.32M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.53K- 3.42% |
$39.6K - $40.9K
|
43K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$44.1K - $45.5K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.71K- 4.13% |
$44.3K - $45.8K
|
39.6K
$1.04M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.78K- 1.14% |
$46.1K - $47.6K
|
153K
$4.01M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 1.49% |
$58.7K - $60.7K
|
149K
$3.9M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.66K- 8.51% |
$69.1K - $71.4K
|
28.6K
$747K
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.7KClosed |
$70.1K - $72.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.85K- 9.16% |
$74K - $76.5K
|
28.3K
$739K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.01K- 6.58% |
$78.2K - $80.8K
|
42.7K
$1.12M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.21K- 18.47% |
$161K - $167K
|
27.4K
$716K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.21KClosed |
$161K - $167K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.04K- 3.86% |
$183K - $189K
|
175K
$4.58M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.18K- 29.66% |
$186K - $193K
|
17K
$445K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.46K- 28.33% |
$194K - $200K
|
18.9K
$493K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.34K- 20.0% |
$217K - $224K
|
33.4K
$871K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.62KClosed |
$224K - $231K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-8.65K- 29.69% |
$225K - $232K
|
20.5K
$535K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.17KClosed |
$238K - $246K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.21KClosed |
$239K - $247K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 4.78% |
$290K - $300K
|
223K
$5.81M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 18.29% |
$312K - $322K
|
53.7K
$1.4M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.2K- 3.61% |
$316K - $326K
|
325K
$8.48M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$366K - $378K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-16.9KClosed |
$440K - $455K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.3K- 39.31% |
$553K - $572K
|
32.9K
$859K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 19.29% |
$617K - $637K
|
99.4K
$2.59M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-38.2KClosed |
$992K - $1.02M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.3KClosed |
$1.02M - $1.05M
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 27.92% |
$4.73M - $4.88M
|
470K
$12.3M
|