Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.36M+ 2516.2% |
$34.6M - $36.5M
|
1.41M
$36.1M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
88.1K+ 320.11% |
$2.24M - $2.37M
|
116K
$2.95M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
83.1K+ 81.9% |
$2.11M - $2.23M
|
185K
$4.71M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
59.8K+ 21.7% |
$1.52M - $1.61M
|
336K
$8.56M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.9K+ 34.07% |
$1.42M - $1.5M
|
220K
$5.62M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
36.5KNew |
$927K - $980K
|
36.5K
$931K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.2K+ 20.41% |
$743K - $785K
|
172K
$4.4M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1K+ 9.91% |
$690K - $729K
|
301K
$7.69M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
24.8KNew |
$632K - $667K
|
24.8K
$634K
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
19.7K+ 11.28% |
$500K - $528K
|
194K
$4.95M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
18.9K+ 16.75% |
$481K - $508K
|
132K
$3.37M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
18.4K+ 7.66% |
$469K - $495K
|
259K
$6.61M
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
17.3K+ 10.8% |
$441K - $466K
|
178K
$4.54M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 5.12% |
$385K - $406K
|
310K
$7.92M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 38.85% |
$381K - $402K
|
53.5K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 18.49% |
$324K - $342K
|
81.7K
$2.08M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$269K - $285K
|
10.6K
$271K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10K+ 125.0% |
$254K - $269K
|
18K
$459K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.91KNew |
$201K - $212K
|
7.91K
$202K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.25KNew |
$159K - $168K
|
6.25K
$160K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.07K+ 22.64% |
$129K - $136K
|
27.5K
$701K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.78K+ 5.46% |
$121K - $128K
|
92.3K
$2.36M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.47K+ 54.85% |
$114K - $120K
|
12.6K
$322K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.14K+ 15.22% |
$105K - $111K
|
31.3K
$799K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.1K+ 14.01% |
$104K - $110K
|
33.4K
$852K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 7.21% |
$103K - $109K
|
60.2K
$1.54M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4K+ 212.88% |
$102K - $107K
|
5.88K
$150K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3.66KNew |
$92.9K - $98.2K
|
3.66K
$93.3K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.2K+ 7.26% |
$81.3K - $86K
|
47.3K
$1.21M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.7K+ 7.17% |
$68.6K - $72.4K
|
40.3K
$1.03M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.53K+ 43.16% |
$64.3K - $67.9K
|
8.39K
$214K
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.9K+ 5.05% |
$48.3K - $51K
|
39.5K
$1.01M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88KNew |
$47.8K - $50.5K
|
1.88K
$48K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.8K+ 29.45% |
$45.8K - $48.4K
|
7.92K
$202K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.66K+ 29.95% |
$42.2K - $44.6K
|
7.21K
$184K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.46K+ 12.99% |
$37.1K - $39.2K
|
12.7K
$324K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.17K+ 5.45% |
$29.6K - $31.3K
|
22.6K
$576K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
975+ 42.78% |
$24.8K - $26.2K
|
3.25K
$83K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
965New |
$24.5K - $25.9K
|
965
$24.6K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
900+ 73.17% |
$22.9K - $24.2K
|
2.13K
$54.4K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
401+ 49.2% |
$10.2K - $10.8K
|
1.22K
$31K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
360+ 0.28% |
$9.15K - $9.67K
|
131K
$3.35M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
313New |
$7.96K - $8.41K
|
313
$7.99K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
255New |
$6.48K - $6.85K
|
255
$6.51K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
254+ 0.88% |
$6.46K - $6.82K
|
29.2K
$745K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
252+ 0.15% |
$6.41K - $6.77K
|
171K
$4.36M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
171+ 1.75% |
$4.35K - $4.59K
|
9.93K
$253K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9- 0.06% |
$229 - $242
|
15.4K
$392K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 0.02% |
$1.25K - $1.32K
|
210K
$5.36M
|