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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
9.99KNew |
$256K - $260K
|
9.99K
$261K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.57KNew |
$246K - $249K
|
9.57K
$250K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.55KNew |
$245K - $249K
|
9.55K
$249K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.74K+ 6.07% |
$224K - $227K
|
153K
$3.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
8.15KNew |
$209K - $212K
|
8.15K
$213K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8KNew |
$205K - $208K
|
8K
$209K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.79KNew |
$200K - $203K
|
7.79K
$203K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
7.77KNew |
$199K - $202K
|
7.77K
$203K
|
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.92K+ 3.39% |
$178K - $180K
|
211K
$5.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.2K+ 26.83% |
$133K - $135K
|
24.6K
$642K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.87K+ 3.06% |
$125K - $127K
|
164K
$4.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.68K+ 11.04% |
$94.6K - $95.9K
|
37.1K
$968K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
3.38K+ 102.58% |
$86.8K - $88K
|
6.68K
$174K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.37K+ 1.92% |
$86.5K - $87.7K
|
179K
$4.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.57K+ 22.01% |
$65.9K - $66.8K
|
14.2K
$372K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.38KNew |
$35.3K - $35.8K
|
1.38K
$35.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.17K+ 14.51% |
$29.9K - $30.3K
|
9.19K
$240K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.06K+ 12.35% |
$27.1K - $27.5K
|
9.62K
$251K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
900New |
$23.1K - $23.4K
|
900
$23.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
800+ 0.88% |
$20.5K - $20.8K
|
91.9K
$2.4M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
598+ 20.59% |
$15.4K - $15.6K
|
3.5K
$91.5K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
554+ 5.14% |
$14.2K - $14.4K
|
11.3K
$296K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
395+ 154.9% |
$10.1K - $10.3K
|
650
$17K
|
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
350+ 0.5% |
$8.98K - $9.11K
|
70.4K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
345New |
$8.86K - $8.98K
|
345
$9.01K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26+ 0.24% |
$667 - $677
|
11.1K
$289K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.08% |
$308 - $312
|
14.8K
$387K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-83- 0.66% |
$2.13K - $2.16K
|
12.4K
$324K
|
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-295- 0.48% |
$7.57K - $7.68K
|
61.2K
$1.6M
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-443- 2.94% |
$11.4K - $11.5K
|
14.6K
$382K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-548Closed |
$14.1K - $14.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-690- 6.95% |
$17.7K - $18K
|
9.24K
$241K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-746- 1.1% |
$19.1K - $19.4K
|
67.3K
$1.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-876Closed |
$22.5K - $22.8K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-950Closed |
$24.4K - $24.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.3K- 3.5% |
$33.4K - $33.9K
|
35.8K
$936K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.72K- 3.98% |
$44K - $44.7K
|
41.3K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.97K- 3.22% |
$50.6K - $51.3K
|
59.3K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 5.45% |
$51.3K - $52.1K
|
34.7K
$906K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.36K- 1.54% |
$60.6K - $61.5K
|
151K
$3.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.77K- 13.17% |
$96.8K - $98.1K
|
24.9K
$649K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.1K- 14.73% |
$105K - $107K
|
23.7K
$620K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.38K- 20.26% |
$112K - $114K
|
17.2K
$450K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.62K- 3.76% |
$144K - $146K
|
144K
$3.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-5.75K- 28.05% |
$148K - $150K
|
14.7K
$385K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.72K- 21.54% |
$198K - $201K
|
28.1K
$735K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.79KClosed |
$200K - $203K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.8K- 14.52% |
$200K - $203K
|
45.9K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.1K- 42.48% |
$259K - $263K
|
13.7K
$357K
|