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 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-60- 0.48% |
$1.49K - $1.53K
|
12.5K
$319K
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-196- 0.79% |
$4.88K - $5K
|
24.6K
$629K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255Closed |
$6.34K - $6.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-555Closed |
$13.8K - $14.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-696- 7.01% |
$17.3K - $17.7K
|
9.24K
$236K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-770- 20.53% |
$19.2K - $19.6K
|
2.98K
$76K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-965Closed |
$24K - $24.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 7.98% |
$30.5K - $31.2K
|
14.1K
$361K
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.83K- 4.88% |
$45.6K - $46.7K
|
35.7K
$910K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.05K- 9.93% |
$51K - $52.3K
|
18.6K
$475K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.85K- 18.39% |
$70.9K - $72.6K
|
12.7K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.98K- 10.21% |
$74.1K - $76K
|
26.2K
$669K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3K- 7.44% |
$74.6K - $76.4K
|
37.3K
$952K
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 22.73% |
$74.6K - $76.5K
|
10.2K
$260K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-3.25KClosed |
$81K - $82.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.75K- 60.0% |
$93.3K - $95.6K
|
2.5K
$63.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.83K- 33.31% |
$120K - $123K
|
9.67K
$247K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.49K- 16.43% |
$136K - $140K
|
27.9K
$712K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.88KClosed |
$146K - $150K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.37KClosed |
$158K - $162K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.46K- 4.37% |
$161K - $165K
|
141K
$3.61M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.25K- 19.45% |
$180K - $185K
|
30K
$767K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.42K- 66.43% |
$185K - $189K
|
3.75K
$95.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.08K- 23.61% |
$201K - $206K
|
26.1K
$667K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.2K- 14.85% |
$427K - $438K
|
98.5K
$2.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.2K- 57.53% |
$677K - $693K
|
20.1K
$512K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27.5KClosed |
$685K - $702K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50.7K- 88.48% |
$1.26M - $1.29M
|
6.61K
$169K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.9K- 25.41% |
$1.39M - $1.43M
|
164K
$4.19M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.9K- 25.41% |
$1.39M - $1.43M
|
164K
$4.19M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-96.2K- 52.13% |
$2.39M - $2.45M
|
88.4K
$2.26M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-186K- 88.72% |
$4.63M - $4.75M
|
23.7K
$604K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-259KClosed |
$6.45M - $6.6M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.36M- 95.9% |
$33.7M - $34.6M
|
58K
$1.48M
|