Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
399KNew |
$9.7M - $10.1M
|
399K
$10.1M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
287KNew |
$6.96M - $7.23M
|
287K
$7.25M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
278K+ 93.24% |
$6.75M - $7M
|
576K
$14.6M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
249KNew |
$6.05M - $6.27M
|
249K
$6.29M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
224K+ 44.94% |
$5.45M - $5.66M
|
724K
$18.3M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
187K+ 41.86% |
$4.55M - $4.72M
|
634K
$16M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186K+ 82.07% |
$4.51M - $4.69M
|
412K
$10.4M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
138KNew |
$3.34M - $3.47M
|
138K
$3.48M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136K+ 45.22% |
$3.29M - $3.42M
|
435K
$11M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
125K+ 24.02% |
$3.03M - $3.15M
|
644K
$16.3M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
112KNew |
$2.72M - $2.82M
|
112K
$2.83M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 62.24% |
$2.6M - $2.7M
|
279K
$7.05M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
85.1K+ 49.06% |
$2.07M - $2.15M
|
259K
$6.54M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.3K+ 61.75% |
$1.73M - $1.8M
|
187K
$4.72M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
66KNew |
$1.6M - $1.66M
|
66K
$1.67M
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
57.7KNew |
$1.4M - $1.45M
|
57.7K
$1.46M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
55K+ 112.5% |
$1.34M - $1.39M
|
104K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
45.6K+ 8.87% |
$1.11M - $1.15M
|
560K
$14.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.8K+ 48.1% |
$967K - $1M
|
123K
$3.1M
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
36.6KNew |
$890K - $924K
|
36.6K
$926K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25.9KNew |
$629K - $653K
|
25.9K
$654K
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
25.8K+ 130.49% |
$627K - $651K
|
45.6K
$1.15M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.8K+ 109.98% |
$626K - $650K
|
49.2K
$1.24M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
23.8KNew |
$578K - $600K
|
23.8K
$602K
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
20.3K+ 11.79% |
$492K - $511K
|
192K
$4.86M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.4KNew |
$472K - $490K
|
19.4K
$491K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19KNew |
$462K - $480K
|
19K
$481K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19KNew |
$462K - $479K
|
19K
$480K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 65.48% |
$417K - $433K
|
43.4K
$1.1M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.1K+ 64.42% |
$415K - $430K
|
43.6K
$1.1M
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16.7K+ 60.43% |
$405K - $421K
|
44.3K
$1.12M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6K+ 86.07% |
$404K - $419K
|
35.9K
$908K
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
15.7KNew |
$381K - $396K
|
15.7K
$397K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4KNew |
$300K - $311K
|
12.4K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12KNew |
$290K - $301K
|
12K
$302K
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
11.4K+ 53.13% |
$276K - $286K
|
32.7K
$827K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 17.71% |
$263K - $273K
|
71.9K
$1.82M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10K+ 46.13% |
$243K - $252K
|
31.7K
$801K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9.89KNew |
$240K - $249K
|
9.89K
$250K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.27KNew |
$225K - $234K
|
9.27K
$234K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.11K+ 109.66% |
$221K - $230K
|
17.4K
$440K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$204K - $212K
|
8.39K
$212K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.33KNew |
$202K - $210K
|
8.33K
$210K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.19KNew |
$199K - $207K
|
8.19K
$207K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.97K+ 28.83% |
$194K - $201K
|
35.6K
$901K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.66KNew |
$113K - $117K
|
4.66K
$118K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.37K+ 15.7% |
$106K - $110K
|
32.2K
$814K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.91K+ 23.44% |
$70.6K - $73.3K
|
15.3K
$387K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 28.46% |
$65.4K - $67.9K
|
12.2K
$307K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
2.46K+ 17.88% |
$59.7K - $62K
|
16.2K
$410K
|