Purchases and Sales Made in Q3 2022 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.35M+ 2328.75% |
$33.2M - $34.8M
|
1.41M
$35.9M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201K+ 847.42% |
$4.94M - $5.17M
|
224K
$5.72M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
178K+ 52.48% |
$4.39M - $4.59M
|
517K
$13.2M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
161KNew |
$3.96M - $4.14M
|
161K
$4.1M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
155K+ 31.43% |
$3.81M - $3.99M
|
647K
$16.5M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
109KNew |
$2.69M - $2.81M
|
109K
$2.78M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 18.14% |
$2.56M - $2.68M
|
678K
$17.3M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
72.4K+ 36.65% |
$1.78M - $1.86M
|
270K
$6.89M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.5K+ 19.24% |
$1.76M - $1.84M
|
443K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.9K+ 16.59% |
$1.57M - $1.64M
|
449K
$11.5M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
57.3KNew |
$1.41M - $1.48M
|
57.3K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.5KNew |
$1.05M - $1.09M
|
42.5K
$1.08M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 9.8% |
$1M - $1.05M
|
457K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 19.6% |
$801K - $838K
|
198K
$5.06M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.1K+ 23.62% |
$790K - $826K
|
168K
$4.28M
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
29.4K+ 63.22% |
$725K - $758K
|
76K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 158.64% |
$645K - $675K
|
42.7K
$1.09M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1KNew |
$592K - $620K
|
24.1K
$614K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.7K+ 167.76% |
$584K - $611K
|
37.8K
$965K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.9K+ 13.95% |
$564K - $590K
|
187K
$4.77M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.9K+ 388.77% |
$563K - $589K
|
28.7K
$733K
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
22.7K+ 63.35% |
$559K - $584K
|
58.5K
$1.49M
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.5KNew |
$529K - $553K
|
21.5K
$548K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.9K+ 23.61% |
$514K - $538K
|
109K
$2.79M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
19.8K+ 93.61% |
$488K - $510K
|
41K
$1.05M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 47.47% |
$481K - $503K
|
60.7K
$1.55M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
15.4K+ 90.72% |
$379K - $396K
|
32.3K
$825K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.4KNew |
$354K - $370K
|
14.4K
$366K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.7K+ 50.21% |
$287K - $300K
|
34.9K
$890K
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
11.5K+ 79.14% |
$284K - $297K
|
26.1K
$666K
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.3KNew |
$277K - $290K
|
11.3K
$287K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11.1KNew |
$273K - $286K
|
11.1K
$283K
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.85KNew |
$243K - $254K
|
9.85K
$251K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.79KNew |
$241K - $252K
|
9.79K
$250K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.77KNew |
$241K - $252K
|
9.77K
$249K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
8.8KNew |
$217K - $227K
|
8.8K
$225K
|
|
Nov 14, 2022
Q3 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.76K+ 23.46% |
$216K - $226K
|
46.1K
$1.18M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.65KNew |
$213K - $223K
|
8.65K
$221K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.24KNew |
$203K - $212K
|
8.24K
$210K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
6.3K+ 6.4% |
$155K - $162K
|
105K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.15K+ 4.35% |
$152K - $159K
|
148K
$3.77M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.62K+ 27.99% |
$138K - $145K
|
25.7K
$656K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.38K+ 13.69% |
$132K - $138K
|
44.7K
$1.14M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.35KNew |
$132K - $138K
|
5.35K
$136K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.17K+ 62.48% |
$127K - $133K
|
13.5K
$343K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4K+ 10.0% |
$98.5K - $103K
|
44K
$1.12M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.9K+ 14.94% |
$96.2K - $101K
|
30K
$766K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.39K+ 3.82% |
$83.4K - $87.2K
|
92.1K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.95K+ 29.5% |
$72.8K - $76.1K
|
13K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
984+ 3.76% |
$24.2K - $25.3K
|
27.2K
$694K
|