Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
437K+ 162.12% |
$10.7M - $11.1M
|
707K
$18M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
379K+ 893.37% |
$9.3M - $9.61M
|
422K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
306K+ 68.28% |
$7.51M - $7.76M
|
755K
$19.3M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
297KNew |
$7.29M - $7.53M
|
297K
$7.58M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230K+ 52.0% |
$5.65M - $5.83M
|
673K
$17.2M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 27.97% |
$4.44M - $4.58M
|
828K
$21.1M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
155KNew |
$3.8M - $3.93M
|
155K
$3.96M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
118K+ 194.32% |
$2.89M - $2.99M
|
179K
$4.56M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 15.28% |
$2.54M - $2.62M
|
782K
$19.9M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
80.1KNew |
$1.97M - $2.03M
|
80.1K
$2.05M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
80KNew |
$1.96M - $2.03M
|
80K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.8K+ 34.67% |
$1.59M - $1.64M
|
252K
$6.43M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.9KNew |
$1.22M - $1.27M
|
49.9K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
46K+ 8.89% |
$1.13M - $1.17M
|
563K
$14.4M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.7K+ 21.54% |
$1.05M - $1.08M
|
241K
$6.15M
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
37.3KNew |
$915K - $945K
|
37.3K
$952K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.1K+ 145.81% |
$860K - $888K
|
59.1K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.4KNew |
$844K - $872K
|
34.4K
$878K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32.3KNew |
$791K - $817K
|
32.3K
$823K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3KNew |
$669K - $691K
|
27.3K
$697K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.2K+ 63.64% |
$666K - $688K
|
69.9K
$1.78M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 374.71% |
$663K - $685K
|
34.2K
$874K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.8K+ 89.94% |
$634K - $655K
|
54.6K
$1.39M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22.8K+ 30.02% |
$559K - $578K
|
98.8K
$2.52M
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
21.8K+ 62.54% |
$535K - $553K
|
56.7K
$1.45M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
20.9K+ 79.93% |
$512K - $529K
|
47K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.3K+ 129.75% |
$474K - $489K
|
34.2K
$873K
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
19.3K+ 11.61% |
$473K - $488K
|
185K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19KNew |
$466K - $481K
|
19K
$485K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18.9KNew |
$464K - $480K
|
18.9K
$483K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$450K - $465K
|
18.4K
$468K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
18.3K+ 140.88% |
$448K - $463K
|
31.2K
$797K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 17.81% |
$402K - $415K
|
108K
$2.77M
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
16.3K+ 36.41% |
$399K - $412K
|
60.9K
$1.55M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
15.3KNew |
$374K - $386K
|
15.3K
$389K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.9K+ 42.74% |
$364K - $376K
|
49.6K
$1.27M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
14.3KNew |
$350K - $361K
|
14.3K
$364K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.5KNew |
$330K - $341K
|
13.5K
$344K
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
12.3K+ 30.12% |
$303K - $313K
|
53.3K
$1.36M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 95.54% |
$267K - $276K
|
22.3K
$569K
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.8K+ 50.07% |
$264K - $272K
|
32.2K
$823K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.6KNew |
$261K - $270K
|
10.6K
$272K
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
10.3KNew |
$253K - $261K
|
10.3K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.5KNew |
$233K - $241K
|
9.5K
$242K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.4KNew |
$230K - $238K
|
9.4K
$240K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.59K+ 22.71% |
$211K - $218K
|
46.4K
$1.18M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.33K+ 49.66% |
$204K - $211K
|
25.1K
$641K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$196K - $203K
|
8K
$204K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.84K+ 2.6% |
$143K - $148K
|
230K
$5.87M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.62K+ 19.98% |
$138K - $142K
|
33.7K
$861K
|