Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
319KNew |
$8.59M - $8.63M
|
319K
$8.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
127K+ 63.8% |
$3.43M - $3.44M
|
327K
$8.52M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
66.3KNew |
$1.78M - $1.79M
|
66.3K
$1.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
63.8K+ 89.51% |
$1.72M - $1.73M
|
135K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 10.97% |
$1.44M - $1.45M
|
541K
$14.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49.6KNew |
$1.34M - $1.34M
|
49.6K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.8KNew |
$1.26M - $1.27M
|
46.8K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.8K+ 47.9% |
$911K - $915K
|
104K
$2.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.2K+ 8.39% |
$787K - $791K
|
377K
$9.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.3K+ 7.42% |
$654K - $657K
|
351K
$9.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
23K+ 8.66% |
$618K - $622K
|
288K
$7.52M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.2K+ 7.25% |
$544K - $547K
|
299K
$7.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
18.1K+ 23.26% |
$488K - $491K
|
96.1K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8K+ 33.38% |
$371K - $373K
|
55K
$1.43M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.6KNew |
$339K - $341K
|
12.6K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.9KNew |
$294K - $295K
|
10.9K
$284K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 6.47% |
$293K - $295K
|
179K
$4.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 17.73% |
$270K - $272K
|
66.6K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.3KNew |
$250K - $252K
|
9.3K
$243K
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.34KNew |
$225K - $226K
|
8.34K
$217K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.33K+ 5.53% |
$224K - $226K
|
159K
$4.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
7.89K+ 30.8% |
$213K - $214K
|
33.5K
$874K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.74KNew |
$208K - $210K
|
7.74K
$202K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.75K+ 14.83% |
$182K - $183K
|
52.3K
$1.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.95K+ 14.91% |
$160K - $161K
|
45.9K
$1.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.9K+ 39.6% |
$159K - $160K
|
20.8K
$543K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.73K+ 10.18% |
$154K - $155K
|
62K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.23K+ 3.56% |
$141K - $142K
|
152K
$3.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.86K+ 23.94% |
$131K - $132K
|
25.2K
$657K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.2K+ 4.94% |
$113K - $114K
|
89.3K
$2.33M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.1K+ 4.07% |
$111K - $111K
|
105K
$2.74M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
4.06K+ 6.02% |
$109K - $110K
|
71.5K
$1.87M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.34KNew |
$90K - $90.5K
|
3.34K
$87.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.94K+ 2.66% |
$79.3K - $79.7K
|
113K
$2.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.79K+ 7.35% |
$75K - $75.4K
|
40.7K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.9K+ 6.54% |
$51.1K - $51.4K
|
30.9K
$806K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.85K+ 23.09% |
$49.9K - $50.1K
|
9.87K
$257K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.48K+ 3.99% |
$39.9K - $40.1K
|
38.6K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
1.26K+ 5.84% |
$33.9K - $34.1K
|
22.8K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.18K+ 6.37% |
$31.8K - $31.9K
|
19.7K
$514K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.17K+ 5.47% |
$31.6K - $31.8K
|
22.7K
$591K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
899+ 3596.0% |
$24.2K - $24.3K
|
924
$24.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
838+ 1.18% |
$22.6K - $22.7K
|
72.1K
$1.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
595+ 4.52% |
$16K - $16.1K
|
13.8K
$359K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
463+ 5.19% |
$12.5K - $12.5K
|
9.38K
$245K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
297+ 0.71% |
$8K - $8.04K
|
42K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
220+ 33.74% |
$5.93K - $5.96K
|
872
$22.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 3.09% |
$5.09K - $5.12K
|
6.3K
$164K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
135New |
$3.64K - $3.66K
|
135
$3.52K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22+ 0.2% |
$593 - $596
|
11.2K
$292K
|