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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.78K+ 14.72% |
$92.8K - $95.8K
|
29.5K
$752K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.43K+ 33.78% |
$84K - $86.8K
|
13.6K
$346K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.91K+ 23.57% |
$71.4K - $73.8K
|
15.3K
$390K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
2.85K+ 6.34% |
$69.8K - $72.1K
|
47.8K
$1.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.83% |
$69.3K - $71.6K
|
61.3K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.26KNew |
$55.4K - $57.3K
|
2.26K
$57.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.8K+ 22.48% |
$44.1K - $45.5K
|
9.79K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 16.73% |
$40.2K - $41.5K
|
11.4K
$292K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.61KNew |
$39.5K - $40.8K
|
1.61K
$41.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.4K+ 15.91% |
$34.3K - $35.5K
|
10.2K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.39K+ 3.96% |
$34.2K - $35.3K
|
36.6K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 5.46% |
$26.8K - $27.7K
|
21.1K
$539K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.06K+ 45.49% |
$26K - $26.8K
|
3.39K
$86.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.05K+ 2.29% |
$25.8K - $26.7K
|
47.1K
$1.2M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
837New |
$20.5K - $21.2K
|
837
$21.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
800+ 4.46% |
$19.6K - $20.3K
|
18.8K
$479K
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
677+ 5.13% |
$16.6K - $17.1K
|
13.9K
$354K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.7K - $15.2K
|
600
$15.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
271+ 0.84% |
$6.64K - $6.86K
|
32.6K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
257+ 1.79% |
$6.3K - $6.51K
|
14.6K
$373K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195New |
$4.78K - $4.94K
|
195
$4.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$1.15K - $1.19K
|
47
$1.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 0.4% |
$956 - $988
|
9.73K
$248K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$98.1 - $101
|
1.23K
$31.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.57% |
$49 - $50.7
|
353
$9.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 1.43% |
$49 - $50.7
|
142
$3.62K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 1.57% |
$57K - $58.9K
|
145K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.66K- 8.87% |
$65.3K - $67.5K
|
27.4K
$699K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 29.73% |
$98.1K - $101K
|
9.45K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.2K- 7.35% |
$103K - $106K
|
53K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.5K- 11.39% |
$110K - $114K
|
35K
$893K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.74K- 31.14% |
$165K - $171K
|
14.9K
$380K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-9.22K- 53.16% |
$226K - $234K
|
8.13K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.8K- 58.13% |
$388K - $400K
|
11.4K
$290K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20.8K- 70.03% |
$510K - $527K
|
8.9K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.6K- 18.24% |
$750K - $775K
|
137K
$3.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-32.6K- 31.08% |
$798K - $825K
|
72.2K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-59.7K- 54.76% |
$1.46M - $1.51M
|
49.4K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-89.6K- 82.03% |
$2.2M - $2.27M
|
19.6K
$501K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-161K- 93.92% |
$3.95M - $4.08M
|
10.4K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-168K- 36.75% |
$4.12M - $4.25M
|
289K
$7.37M
|