Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-844- 6.15% |
$21.5K - $21.8K
|
12.9K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.3K- 1.19% |
$33.1K - $33.6K
|
108K
$2.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.78K- 0.99% |
$45.3K - $46K
|
178K
$4.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 47.85% |
$45.8K - $46.6K
|
1.96K
$51.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-1.91K- 7.65% |
$48.7K - $49.5K
|
23.1K
$602K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.3K- 17.81% |
$58.4K - $59.4K
|
10.6K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.54K- 2.45% |
$90.1K - $91.6K
|
141K
$3.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 24.69% |
$102K - $103K
|
12.2K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.5K- 10.83% |
$115K - $116K
|
37.1K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.45K- 22.66% |
$139K - $141K
|
18.6K
$485K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-5.5K- 20.94% |
$140K - $142K
|
20.7K
$540K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.83K- 5.94% |
$149K - $151K
|
92.4K
$2.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6.73K- 3.39% |
$171K - $174K
|
192K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.98K- 10.46% |
$178K - $181K
|
59.8K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.99K- 21.96% |
$229K - $233K
|
32K
$833K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-10.4K- 45.69% |
$265K - $270K
|
12.4K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.6K- 20.93% |
$271K - $275K
|
40.2K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-12.8K- 44.18% |
$327K - $332K
|
16.2K
$423K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14K- 12.94% |
$356K - $361K
|
94K
$2.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17.1K- 22.3% |
$435K - $442K
|
59.5K
$1.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19.2K- 90.0% |
$490K - $498K
|
2.14K
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.5K- 28.38% |
$521K - $529K
|
51.6K
$1.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.3K- 44.01% |
$542K - $551K
|
27.1K
$706K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-22.3K- 14.86% |
$569K - $578K
|
128K
$3.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-26.6K- 78.35% |
$678K - $689K
|
7.36K
$192K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28.5K- 58.04% |
$726K - $737K
|
20.6K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-35K- 21.08% |
$892K - $907K
|
131K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-157K- 96.55% |
$4M - $4.07M
|
5.62K
$146K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-158K- 82.46% |
$4.02M - $4.09M
|
33.6K
$876K
|