Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
373KNew |
$8.99M - $9.41M
|
373K
$9.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
173KNew |
$4.18M - $4.38M
|
173K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 176.92% |
$3.84M - $4.02M
|
249K
$6.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
147K+ 100.39% |
$3.55M - $3.71M
|
294K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
125K+ 84.33% |
$3.01M - $3.15M
|
273K
$6.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90.4KNew |
$2.18M - $2.28M
|
90.4K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
62.2K+ 12.17% |
$1.5M - $1.57M
|
573K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.5K+ 46.31% |
$1.27M - $1.32M
|
166K
$4.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 62.19% |
$940K - $984K
|
102K
$2.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.3KNew |
$923K - $966K
|
38.3K
$966K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35.3KNew |
$852K - $892K
|
35.3K
$892K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
29.5K+ 19.91% |
$711K - $745K
|
178K
$4.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
26KNew |
$627K - $657K
|
26K
$657K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 22.67% |
$613K - $642K
|
138K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
21.9KNew |
$529K - $553K
|
21.9K
$553K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
20.8K+ 153.64% |
$502K - $526K
|
34.4K
$868K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.2K+ 155.37% |
$488K - $510K
|
33.2K
$839K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.1KNew |
$460K - $482K
|
19.1K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.4KNew |
$396K - $415K
|
16.4K
$415K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$370K - $388K
|
15.4K
$388K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$350K - $366K
|
14.5K
$366K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5K+ 159.76% |
$349K - $365K
|
23.5K
$594K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 55.91% |
$341K - $357K
|
39.4K
$994K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4KNew |
$298K - $312K
|
12.4K
$312K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.9K+ 50.48% |
$263K - $276K
|
32.5K
$822K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$229K - $240K
|
9.51K
$240K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.87KNew |
$214K - $224K
|
8.87K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.56K+ 3.68% |
$206K - $216K
|
241K
$6.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.05KNew |
$194K - $203K
|
8.05K
$203K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.75K+ 41.63% |
$163K - $171K
|
23K
$580K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 158.2% |
$95.4K - $99.9K
|
6.46K
$163K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.59K+ 39.29% |
$86.5K - $90.6K
|
12.7K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.05K+ 13.48% |
$73.6K - $77K
|
25.7K
$648K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.88K+ 23.72% |
$69.4K - $72.6K
|
15K
$379K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.62K+ 13.05% |
$39K - $40.8K
|
14K
$353K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 64.78% |
$27.6K - $28.9K
|
2.91K
$73.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$26.5K - $27.8K
|
1.1K
$27.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
814+ 4.55% |
$19.6K - $20.6K
|
18.7K
$472K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
630+ 1.0% |
$15.2K - $15.9K
|
63.6K
$1.61M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18+ 0.48% |
$434 - $455
|
3.74K
$94.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-412- 0.68% |
$9.94K - $10.4K
|
60.3K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-554- 5.65% |
$13.4K - $14K
|
9.25K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.35K- 7.92% |
$32.6K - $34.1K
|
15.7K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 15.53% |
$69.8K - $73K
|
15.7K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.53K- 17.98% |
$109K - $114K
|
20.6K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.5K- 5.91% |
$157K - $164K
|
103K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.6K- 8.6% |
$207K - $217K
|
91.3K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-10.1K- 99.68% |
$244K - $255K
|
32
$808
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 7.66% |
$446K - $467K
|
223K
$5.63M
|