Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022	Ameriprise Financial Inc Minneapolis, MN	BUY	-	706K New	$18.5M - $18.9M	706K $18.8M
Aug 10, 2022 Q2 2022	Ubs Group Ag	BUY	-	339K + 321.13%	$8.88M - $9.06M	445K $11.8M
Aug 10, 2022 Q2 2022	Mercer Global Advisors Inc Denver, CO	BUY	-	276K + 73.21%	$7.22M - $7.37M	653K $17.4M
Aug 03, 2022 Q2 2022	Envestnet Asset Management Inc	BUY	-	275K + 91.38%	$7.19M - $7.34M	576K $15.3M
Aug 12, 2022 Q2 2022	Bank Of America Corp Charlotte, NC	BUY	-	239K + 76.14%	$6.25M - $6.38M	553K $14.7M
Aug 11, 2022 Q2 2022	Azimuth Capital Investment Management LLC Bloomfield Hills, MI	BUY	-	176K New	$4.6M - $4.69M	176K $4.67M
Jul 06, 2022 Q2 2022	Farmer Steven Patrick	BUY	-	173K New	$4.52M - $4.62M	173K $4.6M
Aug 04, 2022 Q2 2022	Steward Partners Investment Advisory, LLC	BUY	-	133K + 6867.17%	$3.47M - $3.55M	135K $3.58M
Aug 01, 2022 Q2 2022	Us Bancorp \De\	BUY	-	96.9K + 30.42%	$2.53M - $2.59M	415K $11M
Aug 03, 2022 Q2 2022	Newman Dignan & Sheerar, Inc.	BUY	-	89.2K New	$2.33M - $2.38M	89.2K $2.37M
Jul 25, 2022 Q2 2022	Regions Financial Corp	BUY	-	82.5K + 633.31%	$2.16M - $2.2M	95.5K $2.54M
Jul 28, 2022 Q2 2022	Leavell Investment Management, Inc.	BUY	-	61.1K + 54.44%	$1.6M - $1.63M	173K $4.61M
Aug 09, 2022 Q2 2022	Woodmont Investment Counsel LLC Nashville, TN	BUY	-	59.3K + 167.09%	$1.55M - $1.58M	94.8K $2.52M
Aug 12, 2022 Q2 2022	Lpl Financial LLC Fort Mill, SC	BUY	-	57.3K + 37.92%	$1.5M - $1.53M	208K $5.54M
Aug 03, 2022 Q2 2022	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	49.5K + 12.99%	$1.29M - $1.32M	431K $11.4M
Sep 16, 2022 Q2 2022	Private Trust CO Na	BUY	-	47.3K New	$1.24M - $1.26M	47.3K $1.26M
Aug 12, 2022 Q2 2022	Flow Traders U.S. LLC New York, NY	BUY	-	36.3K + 399.87%	$949K - $969K	45.3K $1.21M
Aug 11, 2022 Q2 2022	Blue Square Asset Management, LLC New York, NY	BUY	-	35.5K New	$927K - $947K	35.5K $943K
Jul 08, 2022 Q2 2022	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	34.3K + 107.05%	$898K - $917K	66.4K $1.77M
Aug 05, 2022 Q2 2022	Wj Wealth Management, LLC	BUY	-	34K New	$889K - $907K	34K $903K
Aug 12, 2022 Q2 2022	Raymond James & Associates St Petersburg, FL	BUY	-	30.6K + 85.42%	$799K - $816K	66.3K $1.76M
Aug 09, 2022 Q2 2022	New Edge Advisors, LLC New Orleans, LA	BUY	-	24.4K New	$638K - $651K	24.4K $648K
Aug 12, 2022 Q2 2022	Wells Fargo & Company San Francisco, CA	BUY	-	21.9K + 6.63%	$573K - $585K	352K $9.36M
Aug 08, 2022 Q2 2022	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	21.5K New	$562K - $574K	21.5K $571K
Jul 14, 2022 Q2 2022	Signature Wealth Management Group	BUY	-	20.7K New	$542K - $554K	20.7K $551K
Aug 11, 2022 Q2 2022	Droms Strauss Advisors Inc St. Louis, MO	BUY	-	17.2K New	$451K - $461K	17.2K $459K
Jul 20, 2022 Q2 2022	Cornell Pochily Investment Advisors, Inc.	BUY	-	17.2K New	$450K - $460K	17.2K $458K
Jul 27, 2022 Q2 2022	Klingman & Associates, LLC	BUY	-	16K New	$419K - $427K	16K $425K
Jul 13, 2022 Q2 2022	Private Advisor Group, LLC	BUY	-	13.1K + 49.81%	$342K - $349K	39.3K $1.04M
Aug 10, 2022 Q2 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	10.5K + 74.34%	$275K - $281K	24.6K $655K
Aug 15, 2022 Q2 2022	Mutual Advisors, LLC Casper, WY	BUY	-	10.3K New	$268K - $274K	10.3K $273K
Jul 26, 2022 Q2 2022	Colton Groome Financial Advisors, LLC	BUY	-	9.3K New	$243K - $248K	9.3K $247K
Aug 04, 2022 Q2 2022	Nova Point Capital, LLC	BUY	-	8.91K New	$233K - $238K	8.91K $237K
Aug 03, 2022 Q2 2022	Janney Montgomery Scott LLC	BUY	-	8.88K New	$232K - $237K	8.88K $236K
Aug 15, 2022 Q2 2022	Royal Bank Of Canada Toronto, A6	BUY	-	8.09K + 5.39%	$212K - $216K	158K $4.21M
Jul 13, 2022 Q2 2022	Cambridge Investment Research Advisors, Inc.	BUY	-	8.04K New	$210K - $215K	8.04K $214K
Aug 02, 2022 Q2 2022	Carnegie Capital Asset Management, LLC	BUY	-	7.97K + 11.18%	$209K - $213K	79.3K $2.11M
Aug 12, 2022 Q2 2022	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	7.78K + 5.83%	$203K - $208K	141K $3.75M
Jul 14, 2022 Q2 2022	Praetorian Wealth Management, Inc.	BUY	-	7.67K + 4.0%	$201K - $205K	199K $5.3M
Aug 12, 2022 Q2 2022	Mml Investors Services, LLC Springfield, MA	BUY	-	7.66K New	$200K - $205K	7.66K $204K
Jul 25, 2022 Q2 2022	Arrow Financial Corp	BUY	-	7.61K New	$199K - $203K	7.61K $202K
Jul 22, 2022 Q2 2022	Brandywine Oak Private Wealth LLC	BUY	-	7.6K + 16.98%	$199K - $203K	52.3K $1.39M
Aug 02, 2022 Q2 2022	Lincoln National Corp	BUY	-	7.55K New	$198K - $202K	7.55K $201K
Aug 12, 2022 Q2 2022	Stonebridge Capital Advisors LLC St Paul, MN	BUY	-	7.02K + 11.25%	$184K - $188K	69.5K $1.85M
Aug 15, 2022 Q2 2022	Mariner, LLC Overland Park, KS	BUY	-	7K + 22.76%	$183K - $187K	37.8K $1M
Aug 11, 2022 Q2 2022	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	6.95K + 33.94%	$182K - $186K	27.4K $729K
Sep 06, 2022 Q2 2022	Ifp Advisors, Inc	BUY	-	6.75K New	$177K - $180K	6.75K $179K
Jul 22, 2022 Q2 2022	Phillips Financial Management, LLC	BUY	-	6.02K + 16.78%	$158K - $161K	41.9K $1.11M
Aug 04, 2022 Q2 2022	Northwestern Mutual Wealth Management CO	BUY	-	5.95K + 73.28%	$156K - $159K	14.1K $374K
Aug 05, 2022 Q2 2022	Sound View Wealth Advisors Group, LLC	BUY	-	5.11K + 27.33%	$134K - $136K	23.8K $632K

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Account

Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)

706K

339K

276K

275K

239K

176K

173K

133K

96.9K

89.2K

82.5K

61.1K

59.3K

57.3K

49.5K

47.3K

36.3K

35.5K

34.3K

34K

30.6K

24.4K

21.9K

21.5K

20.7K

17.2K

17.2K

16K

13.1K

10.5K

10.3K

9.3K

8.91K

8.88K

8.09K

8.04K

7.97K

7.78K

7.67K

7.66K

7.61K

7.6K

7.55K

7.02K

7K

6.95K

6.75K

6.02K

5.95K

5.11K

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