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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
564+ 2.9% |
$13.9K - $14.5K
|
20K
$511K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
225+ 2.44% |
$5.54K - $5.8K
|
9.46K
$241K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
215+ 0.77% |
$5.3K - $5.54K
|
28.1K
$717K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63+ 0.56% |
$1.55K - $1.62K
|
11.4K
$291K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
33+ 0.18% |
$813 - $850
|
18K
$458K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.23% |
$542 - $567
|
9.69K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.25% |
$73.9 - $77.3
|
1.22K
$31.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-143- 1.14% |
$3.52K - $3.68K
|
12.4K
$315K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-350- 1.16% |
$8.62K - $9.02K
|
29.7K
$758K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-579- 19.9% |
$14.3K - $14.9K
|
2.33K
$59.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1K- 5.45% |
$24.6K - $25.8K
|
17.4K
$443K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.52K- 4.13% |
$37.3K - $39.1K
|
35.2K
$897K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.81K- 9.75% |
$44.7K - $46.7K
|
16.8K
$428K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.54K- 20.06% |
$62.7K - $65.5K
|
10.1K
$259K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.81K- 21.16% |
$143K - $150K
|
21.6K
$552K
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-11.5K- 46.48% |
$282K - $295K
|
13.2K
$337K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.4K- 29.36% |
$356K - $372K
|
34.7K
$887K
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-18.6K- 10.1% |
$459K - $480K
|
166K
$4.24M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-23.6K- 12.08% |
$580K - $607K
|
172K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.7K- 81.21% |
$1.2M - $1.26M
|
11.3K
$288K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-68.1K- 60.25% |
$1.68M - $1.75M
|
44.9K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.35M- 95.94% |
$33.3M - $34.8M
|
57.2K
$1.46M
|