Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.2K+ 49.57% |
$263K - $270K
|
30.7K
$820K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.5KNew |
$245K - $252K
|
9.5K
$254K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.29K+ 81.17% |
$240K - $246K
|
20.7K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 36.04% |
$234K - $240K
|
34.2K
$913K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.04K+ 1.92% |
$208K - $213K
|
427K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.85KNew |
$203K - $208K
|
7.85K
$210K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.83KNew |
$202K - $207K
|
7.83K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
6.39K+ 19.58% |
$165K - $169K
|
39K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.28K+ 13.48% |
$136K - $140K
|
44.5K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5.11KNew |
$132K - $135K
|
5.11K
$136K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
3.67K+ 29.36% |
$94.7K - $97.1K
|
16.1K
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.85K+ 642.66% |
$73.5K - $75.4K
|
3.29K
$87.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.79K+ 23.74% |
$72.2K - $74K
|
14.6K
$389K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.59K+ 23.4% |
$67K - $68.7K
|
13.7K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.12KNew |
$54.7K - $56.1K
|
2.12K
$56.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.73K+ 22.67% |
$44.6K - $45.7K
|
9.33K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.43K+ 6.42% |
$37K - $37.9K
|
23.7K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.33K+ 9.74% |
$34.4K - $35.3K
|
15K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$31K - $31.8K
|
1.2K
$32K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 12.58% |
$29.7K - $30.5K
|
10.3K
$275K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1K+ 2.99% |
$25.9K - $26.6K
|
34.6K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
923+ 0.13% |
$23.8K - $24.5K
|
713K
$19M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
920+ 2.1% |
$23.8K - $24.4K
|
44.8K
$1.2M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
795New |
$20.5K - $21.1K
|
795
$21.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
767+ 4.45% |
$19.8K - $20.3K
|
18K
$481K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
733New |
$18.9K - $19.4K
|
733
$19.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
540+ 2.21% |
$13.9K - $14.3K
|
24.9K
$666K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
430+ 1.64% |
$11.1K - $11.4K
|
26.7K
$712K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
390+ 5.05% |
$10.1K - $10.3K
|
8.12K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
225+ 1.94% |
$5.81K - $5.96K
|
11.8K
$316K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.58% |
$336 - $345
|
2.25K
$60K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.5% |
$77.5 - $79.5
|
609
$16.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.75% |
$25.8 - $26.5
|
135
$3.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-319- 1.81% |
$8.24K - $8.45K
|
17.3K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 3.62% |
$9.3K - $9.54K
|
9.59K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-389- 1.62% |
$10K - $10.3K
|
23.7K
$632K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.29K- 3.78% |
$59.3K - $60.8K
|
58.4K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 2.26% |
$80.5K - $82.6K
|
135K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.84K- 6.78% |
$99.3K - $102K
|
52.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4K- 10.42% |
$103K - $106K
|
34.4K
$918K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.94K- 13.47% |
$154K - $158K
|
38.2K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.19K- 21.29% |
$160K - $164K
|
22.9K
$611K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9K- 27.69% |
$232K - $239K
|
23.5K
$627K
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.59K- 30.63% |
$248K - $254K
|
21.7K
$580K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10K- 6.01% |
$259K - $266K
|
157K
$4.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.5K- 8.04% |
$270K - $278K
|
120K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.5K- 28.99% |
$349K - $358K
|
33.1K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13.7K- 29.25% |
$354K - $363K
|
33.2K
$886K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14.7K- 53.12% |
$380K - $390K
|
13K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-27.2K- 29.92% |
$703K - $722K
|
63.8K
$1.7M
|