Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.43M+ 2652.36% |
$38M - $39.8M
|
1.48M
$39.4M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 50.93% |
$2.84M - $2.98M
|
317K
$8.43M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
89K+ 30.5% |
$2.37M - $2.48M
|
381K
$10.1M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.2K+ 111.6% |
$2.1M - $2.21M
|
150K
$3.99M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.2K+ 87.14% |
$1.31M - $1.37M
|
106K
$2.81M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.1K+ 42.51% |
$1.2M - $1.26M
|
151K
$4.02M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35.5KNew |
$943K - $988K
|
35.5K
$943K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.2K+ 9.67% |
$884K - $926K
|
377K
$10M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
28.9K+ 9.98% |
$768K - $805K
|
318K
$8.47M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
27.8KNew |
$739K - $775K
|
27.8K
$739K
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.5K+ 57.21% |
$677K - $710K
|
70K
$1.86M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
25.5K+ 54.28% |
$677K - $709K
|
72.4K
$1.92M
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
23.3K+ 13.8% |
$618K - $648K
|
192K
$5.1M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
17.7K+ 11.65% |
$470K - $493K
|
170K
$4.51M
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
16.2KNew |
$430K - $450K
|
16.2K
$430K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 98.64% |
$270K - $283K
|
20.5K
$544K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.75K+ 31.88% |
$206K - $216K
|
32.1K
$853K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.55K+ 13.75% |
$201K - $210K
|
62.5K
$1.66M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.52K+ 2.56% |
$200K - $210K
|
301K
$8M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6K+ 24.0% |
$159K - $167K
|
31K
$824K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.17K+ 20.18% |
$137K - $144K
|
30.8K
$818K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.97K+ 54.23% |
$132K - $138K
|
14.1K
$376K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.08K+ 5.36% |
$108K - $114K
|
80.2K
$2.13M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4K+ 145.45% |
$106K - $111K
|
6.75K
$179K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.98K+ 27.05% |
$106K - $111K
|
18.7K
$497K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.42K+ 1.1% |
$90.9K - $95.3K
|
314K
$8.34M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.2K+ 5.19% |
$85.1K - $89.2K
|
64.9K
$1.73M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
2.77K+ 34.18% |
$73.5K - $77K
|
10.9K
$289K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.75KNew |
$73.1K - $76.6K
|
2.75K
$73.1K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.2K+ 20.67% |
$58.4K - $61.2K
|
12.8K
$341K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2K+ 24.08% |
$53.2K - $55.8K
|
10.3K
$274K
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.4K+ 6.19% |
$37.1K - $38.9K
|
24K
$637K
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.11K+ 15.32% |
$29.6K - $31K
|
8.39K
$223K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
986+ 2.25% |
$26.2K - $27.5K
|
44.7K
$1.19M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
925+ 37.85% |
$24.6K - $25.8K
|
3.37K
$89.6K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
924New |
$24.6K - $25.7K
|
924
$24.6K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
830New |
$22.1K - $23.1K
|
830
$22.1K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
797+ 2.34% |
$21.2K - $22.2K
|
34.9K
$927K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
490+ 0.22% |
$13K - $13.7K
|
226K
$6.01M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$7.97K - $8.36K
|
300
$7.98K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
255New |
$6.78K - $7.1K
|
255
$6.78K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
253+ 0.89% |
$6.72K - $7.05K
|
28.8K
$765K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
164+ 1.75% |
$4.36K - $4.57K
|
9.56K
$254K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
101+ 20.08% |
$2.68K - $2.81K
|
604
$16.1K
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
49+ 0.14% |
$1.3K - $1.37K
|
35.8K
$953K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40+ 0.15% |
$1.06K - $1.11K
|
27K
$717K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.07% |
$186 - $195
|
9.34K
$248K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-196- 1.6% |
$5.21K - $5.46K
|
12.1K
$320K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-284- 0.09% |
$7.55K - $7.91K
|
330K
$8.78M
|