Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.42K+ 10.08% |
$62.9K - $65.1K
|
26.4K
$703K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.12K+ 13.29% |
$55.2K - $57.1K
|
18.1K
$481K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.54K+ 17.33% |
$40K - $41.4K
|
10.4K
$277K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 3.73% |
$36.7K - $38K
|
39.2K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.29K+ 2.85% |
$33.6K - $34.8K
|
46.6K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.1K+ 12.3% |
$28.5K - $29.5K
|
10K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
536+ 1.97% |
$13.9K - $14.4K
|
27.7K
$738K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
443New |
$11.5K - $11.9K
|
443
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
360+ 3.34% |
$9.36K - $9.69K
|
11.2K
$297K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
262+ 0.61% |
$6.81K - $7.05K
|
43.1K
$1.15M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
259+ 2.32% |
$6.74K - $6.97K
|
11.4K
$305K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.43% |
$5.62K - $5.81K
|
9.11K
$242K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
39+ 0.39% |
$1.01K - $1.05K
|
9.95K
$265K
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
36+ 0.21% |
$936 - $969
|
17.3K
$459K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.0% |
$26 - $26.9
|
39.3K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$26 - $26.9
|
606
$16.1K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29- 0.12% |
$754 - $781
|
24.6K
$655K
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-150- 1.61% |
$3.9K - $4.04K
|
9.15K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-207- 1.73% |
$5.38K - $5.57K
|
11.8K
$313K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-345- 4.28% |
$8.97K - $9.29K
|
7.73K
$206K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-449- 0.57% |
$11.7K - $12.1K
|
78.8K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-571- 0.41% |
$14.9K - $15.4K
|
138K
$3.67M
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.47K- 6.19% |
$38.3K - $39.6K
|
22.3K
$594K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.61K- 5.79% |
$41.9K - $43.4K
|
26.2K
$698K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.75K- 13.64% |
$45.5K - $47.1K
|
11.1K
$295K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.1K- 4.44% |
$54.6K - $56.5K
|
45.2K
$1.2M
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-3.22K- 20.48% |
$83.6K - $86.6K
|
12.5K
$332K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-3.85K- 13.78% |
$100K - $104K
|
24.1K
$640K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.46K- 4.67% |
$116K - $120K
|
91K
$2.42M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.57K- 3.39% |
$119K - $123K
|
130K
$3.47M
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.45K- 3.15% |
$142K - $147K
|
168K
$4.46M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.47K- 10.44% |
$142K - $147K
|
46.9K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.95K- 18.17% |
$181K - $187K
|
31.3K
$833K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 15.33% |
$264K - $274K
|
56.2K
$1.49M
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-10.2K- 36.59% |
$265K - $274K
|
17.6K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-11.2K- 6.47% |
$290K - $300K
|
161K
$4.29M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-17K- 8.51% |
$441K - $457K
|
182K
$4.86M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-26.9KClosed |
$698K - $723K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-205K- 46.02% |
$5.33M - $5.51M
|
240K
$6.39M
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.41M- 96.14% |
$36.7M - $38M
|
56.7K
$1.51M
|