Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
440K+ 2907.2% |
$11.3M - $11.4M
|
455K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
308K+ 52.92% |
$7.91M - $8.02M
|
890K
$23.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
294K+ 94.11% |
$7.55M - $7.66M
|
607K
$15.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
294KNew |
$7.54M - $7.65M
|
294K
$7.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
275K+ 63.45% |
$7.05M - $7.16M
|
708K
$18.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 38.73% |
$4.67M - $4.74M
|
652K
$17M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 38.73% |
$4.67M - $4.74M
|
652K
$17M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
179KNew |
$4.59M - $4.65M
|
179K
$4.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
130K+ 58.26% |
$3.33M - $3.38M
|
352K
$9.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
119K+ 299.94% |
$3.05M - $3.1M
|
159K
$4.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
118K+ 32.58% |
$3.02M - $3.07M
|
479K
$12.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
116KNew |
$2.97M - $3.01M
|
116K
$3.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
108KNew |
$2.78M - $2.82M
|
108K
$2.83M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
96K+ 266.92% |
$2.46M - $2.5M
|
132K
$3.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
88.8K+ 207.86% |
$2.28M - $2.31M
|
132K
$3.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
67.8K+ 42.82% |
$1.74M - $1.76M
|
226K
$5.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
65.8K+ 11.23% |
$1.69M - $1.71M
|
652K
$17M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
62.1K+ 1052.3% |
$1.59M - $1.62M
|
68K
$1.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58.3KNew |
$1.5M - $1.52M
|
58.3K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.8KNew |
$1.18M - $1.19M
|
45.8K
$1.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45.4K+ 13.99% |
$1.17M - $1.18M
|
370K
$9.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40.1KNew |
$1.03M - $1.04M
|
40.1K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.4K+ 7.86% |
$985K - $999K
|
527K
$13.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
36.2KNew |
$929K - $942K
|
36.2K
$944K
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
35.4KNew |
$909K - $922K
|
35.4K
$924K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
34.7KNew |
$890K - $903K
|
34.7K
$905K
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
34.7KNew |
$890K - $903K
|
34.7K
$904K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 64.36% |
$836K - $848K
|
83.2K
$2.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
32.4KNew |
$833K - $845K
|
32.4K
$846K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31.1K+ 7.7% |
$799K - $810K
|
435K
$11.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.8KNew |
$792K - $803K
|
30.8K
$805K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.7K+ 18.51% |
$788K - $799K
|
196K
$5.12M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
28.5K+ 12.78% |
$732K - $742K
|
252K
$6.56M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23KNew |
$589K - $598K
|
23K
$599K
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
21.1KNew |
$543K - $550K
|
21.1K
$552K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20.6K+ 19.92% |
$530K - $538K
|
124K
$3.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
19.7KNew |
$505K - $512K
|
19.7K
$513K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.3K+ 46.14% |
$496K - $504K
|
61.2K
$1.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.3K+ 909.74% |
$494K - $501K
|
21.4K
$557K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$455K - $461K
|
17.7K
$462K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 70.07% |
$443K - $449K
|
41.9K
$1.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.2K+ 98.69% |
$441K - $447K
|
34.6K
$902K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15.4K+ 33.74% |
$394K - $400K
|
60.9K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
13.1KNew |
$337K - $342K
|
13.1K
$343K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13.1K+ 18.65% |
$335K - $340K
|
83.1K
$2.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.9K+ 64.14% |
$280K - $285K
|
28K
$730K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.8K+ 339.42% |
$278K - $282K
|
14K
$366K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$262K - $266K
|
10.2K
$266K
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.2K+ 10.53% |
$262K - $266K
|
107K
$2.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
10KNew |
$258K - $261K
|
10K
$262K
|