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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
754K+ 110.68% |
$19.5M - $20M
|
1.44M
$38.2M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
421K+ 545.97% |
$10.9M - $11.2M
|
498K
$13.3M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
398K+ 105.59% |
$10.3M - $10.5M
|
774K
$20.6M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
183KNew |
$4.72M - $4.84M
|
183K
$4.85M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 308.76% |
$4.12M - $4.23M
|
211K
$5.62M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
158K+ 34.55% |
$4.07M - $4.18M
|
614K
$16.3M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
147KNew |
$3.8M - $3.89M
|
147K
$3.91M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
130K+ 17.27% |
$3.37M - $3.46M
|
885K
$23.5M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
120K+ 49.78% |
$3.09M - $3.17M
|
360K
$9.57M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
112KNew |
$2.88M - $2.96M
|
112K
$2.97M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
110K+ 416.68% |
$2.84M - $2.91M
|
136K
$3.63M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.5K+ 13.7% |
$2.34M - $2.4M
|
751K
$20M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
76.4K+ 35.19% |
$1.97M - $2.03M
|
294K
$7.81M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 27.43% |
$1.8M - $1.85M
|
324K
$8.61M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.7KNew |
$1.77M - $1.82M
|
68.7K
$1.83M
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
66.5KNew |
$1.72M - $1.76M
|
66.5K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.8K+ 25.34% |
$1.49M - $1.53M
|
286K
$7.6M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.2K+ 175.6% |
$1.12M - $1.15M
|
67.8K
$1.8M
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40.8K+ 51.16% |
$1.05M - $1.08M
|
121K
$3.21M
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
40.4KNew |
$1.04M - $1.07M
|
40.4K
$1.07M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.7K+ 66.74% |
$948K - $972K
|
91.7K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
36K+ 7.19% |
$929K - $953K
|
536K
$14.3M
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
34.3K+ 79.58% |
$886K - $909K
|
77.4K
$2.06M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
31.5KNew |
$814K - $835K
|
31.5K
$838K
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
29.4K+ 52.53% |
$760K - $780K
|
85.4K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.7K+ 37.74% |
$742K - $761K
|
105K
$2.79M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$714K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$714K
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 123.94% |
$661K - $678K
|
46.3K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 178.59% |
$655K - $672K
|
39.6K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.2KNew |
$651K - $668K
|
25.2K
$670K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25K+ 86.36% |
$646K - $663K
|
54K
$1.44M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
24.2KNew |
$624K - $640K
|
24.2K
$642K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 13.89% |
$580K - $595K
|
184K
$4.89M
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
20.9KNew |
$540K - $554K
|
20.9K
$555K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
19.6K+ 23.52% |
$507K - $520K
|
103K
$2.74M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.1K+ 34.06% |
$494K - $507K
|
75.3K
$2M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18.1KNew |
$467K - $479K
|
18.1K
$481K
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
17.8K+ 9.76% |
$460K - $472K
|
200K
$5.32M
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
17.4KNew |
$449K - $461K
|
17.4K
$463K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 54.23% |
$435K - $446K
|
47.9K
$1.27M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.1K+ 13.31% |
$415K - $425K
|
137K
$3.63M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
15.6KNew |
$402K - $412K
|
15.6K
$414K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.6KNew |
$378K - $387K
|
14.6K
$389K
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
14.1KNew |
$364K - $374K
|
14.1K
$375K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13.8KNew |
$355K - $365K
|
13.8K
$366K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13.4K+ 17.42% |
$347K - $356K
|
90.6K
$2.41M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12.2KNew |
$315K - $323K
|
12.2K
$324K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$307K - $315K
|
11.9K
$316K
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
11.3K+ 28.1% |
$292K - $300K
|
51.6K
$1.37M
|