Purchases and Sales Made in Q4 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-351- 0.77% |
$9.77K - $9.81K
|
45K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-355Closed |
$9.88K - $9.92K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-373- 3.65% |
$10.4K - $10.4K
|
9.84K
$262K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 0.64% |
$11.1K - $11.2K
|
61.7K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-536- 0.37% |
$14.9K - $15K
|
145K
$3.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-556- 11.47% |
$15.5K - $15.5K
|
4.29K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-723- 4.18% |
$20.1K - $20.2K
|
16.6K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.1K- 10.47% |
$30.6K - $30.7K
|
9.39K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-1.18K- 9.16% |
$32.9K - $33K
|
11.7K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 15.19% |
$51.4K - $51.6K
|
10.3K
$274K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.95K- 87.04% |
$54.4K - $54.6K
|
291
$7.74K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 7.67% |
$56.3K - $56.5K
|
24.3K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.73K- 16.11% |
$75.9K - $76.2K
|
14.2K
$377K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.14KClosed |
$115K - $116K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.24K- 3.06% |
$118K - $119K
|
135K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 2.25% |
$145K - $145K
|
226K
$6M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.36K- 6.57% |
$149K - $150K
|
76.1K
$2.02M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.9KClosed |
$220K - $221K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.1KClosed |
$226K - $226K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.06KClosed |
$252K - $253K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-10.7K- 16.75% |
$297K - $298K
|
53K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7KClosed |
$326K - $327K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.8K- 25.88% |
$689K - $692K
|
70.9K
$1.89M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-32.2K- 71.9% |
$897K - $901K
|
12.6K
$335K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-186KClosed |
$5.17M - $5.19M
|
0
$0
|