Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
440KNew |
$11M - $11.2M
|
440K
$11.2M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
328K+ 371.99% |
$8.16M - $8.36M
|
416K
$10.6M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
320K+ 185.59% |
$7.96M - $8.15M
|
492K
$12.6M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
273K+ 90.58% |
$6.79M - $6.95M
|
574K
$14.6M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 117.62% |
$4.99M - $5.12M
|
371K
$9.48M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
195KNew |
$4.85M - $4.97M
|
195K
$4.98M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
95.6K+ 550.0% |
$2.38M - $2.44M
|
113K
$2.88M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.5K+ 23.99% |
$1.85M - $1.9M
|
385K
$9.82M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.6K+ 79.75% |
$1.83M - $1.88M
|
166K
$4.23M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
65.5K+ 49.64% |
$1.63M - $1.67M
|
197K
$5.04M
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
46.6KNew |
$1.16M - $1.19M
|
46.6K
$1.19M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.2KNew |
$1.02M - $1.05M
|
41.2K
$1.05M
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
37.3KNew |
$929K - $951K
|
37.3K
$952K
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
35.8KNew |
$891K - $913K
|
35.8K
$914K
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
21.2KNew |
$527K - $540K
|
21.2K
$540K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
18.4KNew |
$457K - $468K
|
18.4K
$468K
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
17.9KNew |
$446K - $457K
|
17.9K
$457K
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17KNew |
$422K - $432K
|
17K
$433K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 48.42% |
$399K - $409K
|
49.2K
$1.26M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
14.6KNew |
$363K - $372K
|
14.6K
$372K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.7KNew |
$241K - $247K
|
9.7K
$247K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.5KNew |
$236K - $242K
|
9.5K
$242K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
9.14KNew |
$227K - $233K
|
9.14K
$233K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.28KNew |
$206K - $211K
|
8.28K
$211K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.05KNew |
$200K - $205K
|
8.05K
$205K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$204K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
7.99KNew |
$199K - $204K
|
7.99K
$204K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.02K+ 8.59% |
$175K - $179K
|
88.7K
$2.26M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.87K+ 54.46% |
$171K - $175K
|
19.5K
$497K
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.66K+ 3.74% |
$166K - $170K
|
185K
$4.71M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.48K+ 12.1% |
$161K - $165K
|
60K
$1.53M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.88KNew |
$146K - $150K
|
5.88K
$150K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.36K+ 17.12% |
$133K - $137K
|
36.7K
$936K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.55K+ 3.47% |
$113K - $116K
|
136K
$3.46M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.77K+ 1.12% |
$93.7K - $96K
|
339K
$8.66M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.53K+ 9.66% |
$87.7K - $89.9K
|
40K
$1.02M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.96K+ 21.84% |
$73.6K - $75.5K
|
16.5K
$421K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.1K+ 26.48% |
$52.1K - $53.4K
|
10K
$256K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.2% |
$33K - $33.8K
|
61.5K
$1.57M
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.01K+ 0.52% |
$25.2K - $25.8K
|
195K
$4.98M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
779+ 36.57% |
$19.4K - $19.9K
|
2.91K
$74.2K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
748+ 7.06% |
$18.6K - $19.1K
|
11.3K
$290K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
677+ 3.0% |
$16.8K - $17.3K
|
23.2K
$593K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351New |
$8.73K - $8.95K
|
351
$8.96K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127+ 1.61% |
$3.16K - $3.24K
|
8.04K
$205K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
68+ 0.17% |
$1.69K - $1.73K
|
39.3K
$1M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$49.8 - $51
|
1.22K
$31.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8- 0.03% |
$199 - $204
|
27.5K
$701K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-38- 0.45% |
$945 - $969
|
8.35K
$213K
|