Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.41M+ 2445.9% |
$36.5M - $38M
|
1.47M
$39.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
227KNew |
$5.88M - $6.11M
|
227K
$6.04M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
204K+ 94.5% |
$5.27M - $5.48M
|
419K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 23.28% |
$3.33M - $3.46M
|
681K
$18.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102K+ 15.61% |
$2.64M - $2.74M
|
755K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.9K+ 14.74% |
$2.2M - $2.28M
|
661K
$17.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
69.8K+ 16.21% |
$1.81M - $1.88M
|
500K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.8K+ 216.56% |
$1.37M - $1.42M
|
77.2K
$2.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.7K+ 177.6% |
$1.26M - $1.31M
|
76.1K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 21.94% |
$1.18M - $1.23M
|
254K
$6.76M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44.8KNew |
$1.16M - $1.21M
|
44.8K
$1.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43.9K+ 25.31% |
$1.14M - $1.18M
|
217K
$5.77M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
41.3K+ 9.93% |
$1.07M - $1.11M
|
457K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.9K+ 290.66% |
$1.06M - $1.1M
|
55K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.4KNew |
$943K - $981K
|
36.4K
$969K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
32.6KNew |
$845K - $878K
|
32.6K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.6K+ 48.32% |
$818K - $851K
|
97K
$2.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
31.4K+ 35.14% |
$812K - $844K
|
121K
$3.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.6K+ 18.15% |
$663K - $689K
|
167K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1KNew |
$651K - $677K
|
25.1K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.5K+ 6.96% |
$634K - $660K
|
377K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.4K+ 89.76% |
$633K - $658K
|
51.7K
$1.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23K+ 286.38% |
$596K - $620K
|
31.1K
$826K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.2K+ 329.1% |
$575K - $598K
|
29K
$770K
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
22K+ 64.88% |
$571K - $593K
|
56K
$1.49M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20.7KNew |
$535K - $556K
|
20.7K
$549K
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.5KNew |
$532K - $553K
|
20.5K
$546K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
19.5K+ 94.13% |
$505K - $525K
|
40.2K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7K+ 8.44% |
$459K - $478K
|
228K
$6.06M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
16.3K+ 94.77% |
$423K - $440K
|
33.6K
$893K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.3K+ 58.33% |
$421K - $438K
|
44.1K
$1.17M
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
14KNew |
$363K - $378K
|
14K
$373K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
13.1K+ 81.75% |
$339K - $352K
|
29.1K
$773K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$308K - $320K
|
11.9K
$316K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.8K+ 25.69% |
$279K - $290K
|
52.7K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.5K+ 11.08% |
$272K - $283K
|
105K
$2.8M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.4K+ 20.58% |
$268K - $279K
|
60.7K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
9.4K+ 13.36% |
$243K - $253K
|
79.8K
$2.12M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.32KNew |
$241K - $251K
|
9.32K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.87KNew |
$230K - $239K
|
8.87K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.39K+ 23.67% |
$217K - $226K
|
43.8K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$212K - $221K
|
8.2K
$218K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
7.71K+ 10.18% |
$199K - $207K
|
83.4K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.65K+ 11.0% |
$198K - $206K
|
77.1K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.54K+ 0.93% |
$169K - $176K
|
712K
$18.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.14KNew |
$133K - $138K
|
5.14K
$137K
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
4.53K+ 49.45% |
$117K - $122K
|
13.7K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.04K+ 53.54% |
$105K - $109K
|
11.6K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$91.5K - $95.2K
|
3.54K
$94K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.34K+ 2.11% |
$86.5K - $89.9K
|
162K
$4.3M
|