Purchases and Sales Made in Q4 2021 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
241KNew |
$6.45M - $6.48M
|
241K
$6.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 137.26% |
$4.25M - $4.27M
|
274K
$6.99M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
150KNew |
$4.02M - $4.04M
|
150K
$3.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.6K+ 277.51% |
$2M - $2.01M
|
102K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.2K+ 27.8% |
$1.72M - $1.73M
|
295K
$7.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.5K+ 25.14% |
$1.59M - $1.6M
|
296K
$7.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
54KNew |
$1.45M - $1.45M
|
54K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.8K+ 72.42% |
$985K - $990K
|
87.5K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.6K+ 70.92% |
$767K - $770K
|
68.9K
$1.76M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
27.5KNew |
$738K - $741K
|
27.5K
$702K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 15.95% |
$628K - $631K
|
170K
$4.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21.6K+ 8.49% |
$579K - $581K
|
276K
$7.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.3K+ 15.58% |
$517K - $519K
|
143K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3K+ 65.5% |
$409K - $411K
|
38.5K
$984K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
13K+ 8.08% |
$349K - $351K
|
174K
$4.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11.6KNew |
$311K - $313K
|
11.6K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.3K+ 84.48% |
$275K - $276K
|
22.4K
$571K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$272K - $273K
|
10.1K
$259K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.75KNew |
$261K - $262K
|
9.75K
$249K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.72K+ 6.44% |
$260K - $262K
|
161K
$4.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
9.51K+ 9.18% |
$255K - $256K
|
113K
$2.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.27K+ 63.03% |
$222K - $223K
|
21.4K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8KNew |
$214K - $215K
|
8K
$204K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
7.82KNew |
$210K - $211K
|
7.82K
$200K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
6.96K+ 31.16% |
$186K - $187K
|
29.3K
$747K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.82K+ 14.87% |
$156K - $157K
|
44.9K
$1.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.31K+ 16.31% |
$142K - $143K
|
37.9K
$966K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.1K+ 56.58% |
$137K - $137K
|
14.1K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.34K+ 2.16% |
$116K - $117K
|
205K
$5.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.01K+ 206.59% |
$108K - $108K
|
5.95K
$152K
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4K+ 43.48% |
$107K - $108K
|
13.2K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.92K+ 15.67% |
$105K - $106K
|
28.9K
$738K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 1.59% |
$88K - $88.4K
|
210K
$5.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 125.1% |
$87.2K - $87.6K
|
5.86K
$149K
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.48KNew |
$66.5K - $66.8K
|
2.48K
$63.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2K+ 4.75% |
$53.6K - $53.8K
|
44.1K
$1.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 3.52% |
$51.2K - $51.4K
|
56.1K
$1.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.41K+ 4.29% |
$37.8K - $38K
|
34.3K
$874K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.05K+ 583.33% |
$28.1K - $28.3K
|
1.23K
$31.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
902+ 17.3% |
$24.2K - $24.3K
|
6.12K
$156K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
483+ 0.37% |
$12.9K - $13K
|
131K
$3.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
475+ 3.16% |
$12.7K - $12.8K
|
15.5K
$396K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
411+ 2.0% |
$11K - $11.1K
|
21K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
274+ 2.33% |
$7.34K - $7.38K
|
12K
$307K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
219+ 1.04% |
$5.87K - $5.9K
|
21.4K
$545K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
175+ 1.16% |
$4.69K - $4.71K
|
15.3K
$389K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
104+ 0.94% |
$2.79K - $2.8K
|
11.2K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
80+ 133.33% |
$2.14K - $2.15K
|
140
$3.57K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.04% |
$161 - $162
|
15.4K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$53.6 - $53.8
|
815
$20.8K
|