Purchases and Sales Made in Q4 2021 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.5K+ 88.89% |
$2.35M - $2.37M
|
186K
$4.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
37.3K+ 75.89% |
$1M - $1.01M
|
86.3K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.9KNew |
$777K - $782K
|
28.9K
$729K
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
27.3KNew |
$734K - $739K
|
27.3K
$689K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.8KNew |
$558K - $562K
|
20.8K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 61.2% |
$545K - $549K
|
53.5K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19KNew |
$511K - $515K
|
19K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.9K+ 8.41% |
$508K - $512K
|
244K
$6.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 27.83% |
$365K - $367K
|
62.3K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$287K - $289K
|
10.7K
$269K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.31KNew |
$250K - $252K
|
9.31K
$234K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
7.78KNew |
$209K - $210K
|
7.78K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.27K+ 41.31% |
$195K - $197K
|
24.9K
$627K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
6.9K+ 33.9% |
$185K - $187K
|
27.2K
$686K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.28K+ 4.95% |
$169K - $170K
|
133K
$3.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.82K+ 24.78% |
$156K - $157K
|
29.3K
$739K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.44K+ 16.38% |
$146K - $147K
|
38.7K
$974K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
5.38K+ 2.71% |
$145K - $146K
|
204K
$5.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.07K+ 60.31% |
$136K - $137K
|
13.5K
$340K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.02K+ 2.74% |
$135K - $136K
|
188K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.21K+ 10.08% |
$113K - $114K
|
46K
$1.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.01K+ 207.35% |
$108K - $108K
|
5.94K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.55K+ 28.96% |
$95.2K - $95.9K
|
15.8K
$398K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.27K+ 24.97% |
$87.8K - $88.5K
|
16.4K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
658+ 0.35% |
$17.7K - $17.8K
|
188K
$4.73M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400+ 444.44% |
$10.7K - $10.8K
|
490
$12.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
223+ 1.64% |
$5.99K - $6.03K
|
13.8K
$349K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
104+ 0.97% |
$2.79K - $2.81K
|
10.8K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$53.7 - $54.1
|
809
$20.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.15% |
$53.7 - $54.1
|
1.36K
$34.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27Closed |
$725 - $730
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-108- 0.85% |
$2.9K - $2.92K
|
12.6K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-515- 2.25% |
$13.8K - $13.9K
|
22.4K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.13K- 10.45% |
$30.4K - $30.6K
|
9.71K
$245K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-9.7KClosed |
$261K - $262K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.3KClosed |
$329K - $331K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.7KClosed |
$1.28M - $1.29M
|
0
$0
|