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 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-362- 1.72% |
$9.2K - $9.72K
|
20.6K
$527K
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-457- 1.2% |
$11.6K - $12.3K
|
37.5K
$957K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-550- 3.9% |
$14K - $14.8K
|
13.6K
$346K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-759- 4.97% |
$19.3K - $20.4K
|
14.5K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-846- 7.04% |
$21.5K - $22.7K
|
11.2K
$285K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12K- 3.27% |
$28.4K - $30.1K
|
33.1K
$846K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 1.33% |
$50.9K - $53.7K
|
148K
$3.77M
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.48KClosed |
$63K - $66.6K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.65K- 17.35% |
$92.7K - $98K
|
17.4K
$444K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.7K- 12.69% |
$145K - $153K
|
39.2K
$1M
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.95KClosed |
$151K - $160K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.82KClosed |
$199K - $210K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.75KClosed |
$248K - $262K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.3K- 27.27% |
$262K - $277K
|
27.5K
$703K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.6KClosed |
$295K - $312K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13K- 27.6% |
$332K - $350K
|
34.2K
$873K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-21.4KClosed |
$543K - $574K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-42.1KClosed |
$1.07M - $1.13M
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-52.7K- 91.97% |
$1.34M - $1.42M
|
4.6K
$117K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.9K- 25.65% |
$1.93M - $2.04M
|
220K
$5.62M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-117K- 57.11% |
$2.98M - $3.15M
|
88.1K
$2.25M
|