Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
84.9KNew |
$2.16M - $2.31M
|
84.9K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
75KNew |
$1.91M - $2.04M
|
75K
$1.9M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
66.1K+ 53.3% |
$1.68M - $1.8M
|
190K
$4.82M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.3K+ 73.88% |
$1.53M - $1.64M
|
142K
$3.59M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
37.9KNew |
$963K - $1.03M
|
37.9K
$960K
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
34.2K+ 7.55% |
$869K - $930K
|
487K
$12.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
27.2K+ 29.07% |
$690K - $739K
|
121K
$3.05M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
13.3K+ 5.4% |
$338K - $362K
|
260K
$6.58M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5KNew |
$318K - $340K
|
12.5K
$317K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$282K - $302K
|
11.1K
$281K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
11KNew |
$279K - $299K
|
11K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.65K+ 17.9% |
$194K - $208K
|
50.4K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.99K+ 11.48% |
$127K - $136K
|
48.4K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.13K+ 22.17% |
$105K - $112K
|
22.7K
$576K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.3K+ 6.84% |
$83.8K - $89.7K
|
51.5K
$1.3M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.94K+ 22.14% |
$74.7K - $80K
|
16.2K
$411K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.63K+ 19.1% |
$66.7K - $71.4K
|
16.4K
$414K
|
|
|
Apr 18, 2022
Q1 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.89KNew |
$47.9K - $51.3K
|
1.89K
$47.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.47K+ 13.77% |
$37.4K - $40K
|
12.2K
$308K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 1.78% |
$37.3K - $39.9K
|
84K
$2.13M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.34K+ 5.46% |
$33.9K - $36.3K
|
25.8K
$653K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
955New |
$24.3K - $26K
|
955
$24.2K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
770+ 46.89% |
$19.6K - $20.9K
|
2.41K
$61.1K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
313New |
$7.95K - $8.51K
|
313
$7.93K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
285+ 1.05% |
$7.24K - $7.75K
|
27.4K
$695K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250+ 0.74% |
$6.35K - $6.8K
|
34K
$860K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
64+ 0.75% |
$1.63K - $1.74K
|
8.59K
$218K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.15% |
$25.4 - $27.2
|
686
$17.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-1- 0.2% |
$25.4 - $27.2
|
499
$12.6K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-155- 1.23% |
$3.94K - $4.22K
|
12.5K
$316K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-239- 2.98% |
$6.07K - $6.5K
|
7.78K
$197K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.51K- 4.22% |
$89.1K - $95.4K
|
79.6K
$2.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
SELL
|
- |
-4.26K- 11.75% |
$108K - $116K
|
32K
$809K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.24K- 13.67% |
$133K - $142K
|
33.1K
$837K
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.9KClosed |
$150K - $160K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.59K- 36.93% |
$193K - $206K
|
13K
$328K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 35.74% |
$260K - $279K
|
18.4K
$466K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.7K- 10.54% |
$476K - $509K
|
159K
$4.02M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.6K- 49.34% |
$1.87M - $2M
|
75.6K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121K- 45.93% |
$3.06M - $3.28M
|
142K
$3.59M
|