Purchases and Sales Made in Q3 2022 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
354K+ 221.77% |
$8.64M - $9.11M
|
514K
$13M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
202K+ 82.67% |
$4.93M - $5.2M
|
447K
$11.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
158K+ 1147.96% |
$3.86M - $4.07M
|
172K
$4.33M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
154KNew |
$3.76M - $3.96M
|
154K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
109KNew |
$2.65M - $2.8M
|
109K
$2.74M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
108K+ 26.19% |
$2.63M - $2.77M
|
519K
$13.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 27.24% |
$2.61M - $2.75M
|
499K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94K+ 45.67% |
$2.29M - $2.42M
|
300K
$7.55M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
69.2K+ 30.28% |
$1.69M - $1.78M
|
298K
$7.51M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.4K+ 30.14% |
$1.28M - $1.35M
|
226K
$5.71M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
45.3KNew |
$1.1M - $1.16M
|
45.3K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
45.1KNew |
$1.1M - $1.16M
|
45.1K
$1.14M
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28.6K+ 5.55% |
$699K - $736K
|
545K
$13.7M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.4KNew |
$571K - $602K
|
23.4K
$590K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22.8KNew |
$556K - $586K
|
22.8K
$574K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21.8KNew |
$531K - $560K
|
21.8K
$549K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7KNew |
$529K - $557K
|
21.7K
$546K
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.4KNew |
$521K - $549K
|
21.4K
$538K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3KNew |
$471K - $496K
|
19.3K
$486K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
18.7K+ 12.06% |
$455K - $480K
|
173K
$4.37M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13K+ 96.68% |
$318K - $335K
|
26.5K
$668K
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
12.3K+ 80.91% |
$301K - $317K
|
27.6K
$696K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.3K+ 69.01% |
$275K - $290K
|
27.7K
$697K
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
10.9K+ 123.28% |
$267K - $281K
|
19.8K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.5K+ 10.03% |
$257K - $270K
|
115K
$2.91M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
10.1KNew |
$247K - $260K
|
10.1K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$236K - $249K
|
9.67K
$244K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
8.93KNew |
$218K - $229K
|
8.93K
$225K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52KNew |
$208K - $219K
|
8.52K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.52KNew |
$208K - $219K
|
8.52K
$215K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.77K+ 38.18% |
$190K - $200K
|
28.1K
$709K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.66K+ 10.2% |
$187K - $197K
|
82.8K
$2.09M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4K+ 10.26% |
$97.6K - $103K
|
43K
$1.08M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
3.24K+ 30.83% |
$79K - $83.3K
|
13.8K
$347K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 4.03% |
$24.8K - $26.1K
|
26.2K
$661K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
770+ 2.85% |
$18.8K - $19.8K
|
27.8K
$701K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502+ 3.87% |
$12.2K - $12.9K
|
13.5K
$340K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
383+ 1.79% |
$9.34K - $9.85K
|
21.8K
$549K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
347+ 0.57% |
$8.46K - $8.92K
|
61.1K
$1.54M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
301+ 3.76% |
$7.34K - $7.74K
|
8.3K
$209K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
226+ 2.46% |
$5.51K - $5.81K
|
9.43K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
85+ 0.33% |
$2.07K - $2.19K
|
25.8K
$649K
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.27% |
$1.2K - $1.26K
|
18K
$454K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$97.6 - $103
|
1.22K
$30.7K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4+ 0.18% |
$97.6 - $103
|
2.17K
$54.6K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-14- 0.01% |
$341 - $360
|
172K
$4.33M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-41- 0.33% |
$1K - $1.05K
|
12.4K
$312K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-206- 1.68% |
$5.02K - $5.3K
|
12.1K
$304K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-236- 12.58% |
$5.76K - $6.07K
|
1.64K
$41.3K
|