Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.85KNew |
$101K - $103K
|
3.85K
$102K
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.42K+ 2.02% |
$89.5K - $91.4K
|
173K
$4.6M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
3.31K+ 4.57% |
$86.5K - $88.3K
|
75.7K
$2.01M
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.43K+ 6.77% |
$63.5K - $64.8K
|
38.3K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 668.38% |
$50.9K - $52K
|
2.24K
$59.5K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 4.84% |
$39.2K - $40.1K
|
32.5K
$865K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
868+ 8.41% |
$22.7K - $23.2K
|
11.2K
$298K
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
765+ 9.12% |
$20K - $20.4K
|
9.15K
$244K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
574+ 6.14% |
$15K - $15.3K
|
9.92K
$264K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475+ 6.25% |
$12.4K - $12.7K
|
8.07K
$215K
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
356+ 0.51% |
$9.31K - $9.51K
|
70.4K
$1.87M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
282+ 1.05% |
$7.38K - $7.53K
|
27.2K
$725K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
151+ 0.35% |
$3.95K - $4.03K
|
42.9K
$1.14M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$26.2 - $26.7
|
605
$16.1K
|
|
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
|
- |
-78- 0.65% |
$2.04K - $2.08K
|
12K
$319K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255Closed |
$6.67K - $6.81K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-469- 2.9% |
$12.3K - $12.5K
|
15.7K
$418K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-524Closed |
$13.7K - $14K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-667- 6.98% |
$17.4K - $17.8K
|
8.89K
$237K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-732- 20.44% |
$19.1K - $19.6K
|
2.85K
$75.8K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-872- 7.47% |
$22.8K - $23.3K
|
10.8K
$287K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-924Closed |
$24.2K - $24.7K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.4K- 41.44% |
$36.5K - $37.3K
|
1.97K
$52.5K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.59K- 5.54% |
$41.7K - $42.6K
|
27.2K
$724K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.87K- 1.07% |
$49K - $50.1K
|
172K
$4.59M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 8.96% |
$62.8K - $64.1K
|
24.4K
$649K
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 10.71% |
$78.5K - $80.1K
|
25K
$666K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.6K- 13.05% |
$94.1K - $96.1K
|
24K
$638K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.64K- 50.39% |
$95.1K - $97.1K
|
3.58K
$95.3K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.83K- 3.37% |
$126K - $129K
|
138K
$3.69M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.06KClosed |
$159K - $162K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.75KClosed |
$177K - $180K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7K- 20.07% |
$183K - $187K
|
27.9K
$742K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.03K- 20.17% |
$184K - $188K
|
27.8K
$741K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.06KClosed |
$211K - $215K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.9K- 11.1% |
$233K - $238K
|
71.3K
$1.9M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-10.3K- 26.93% |
$269K - $275K
|
27.9K
$743K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 4.73% |
$280K - $285K
|
215K
$5.73M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10.7K- 44.65% |
$280K - $286K
|
13.3K
$353K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-14KClosed |
$367K - $375K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.6K- 22.47% |
$381K - $389K
|
50.3K
$1.34M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.4K- 56.59% |
$664K - $677K
|
19.5K
$518K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.4KClosed |
$692K - $706K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 38.15% |
$1.06M - $1.08M
|
65.4K
$1.74M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 33.74% |
$2.8M - $2.86M
|
210K
$5.59M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 33.74% |
$2.8M - $2.86M
|
210K
$5.59M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.42M- 96.11% |
$37.3M - $38.1M
|
57.7K
$1.54M
|