Purchases and Sales Made in Q1 2022 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
223K+ 118.65% |
$5.67M - $6.03M
|
412K
$10.3M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
117KNew |
$2.96M - $3.15M
|
117K
$2.93M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
116KNew |
$2.95M - $3.14M
|
116K
$2.93M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
64K+ 60.96% |
$1.62M - $1.73M
|
169K
$4.24M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
54.3K+ 62.93% |
$1.38M - $1.47M
|
141K
$3.54M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.5KNew |
$1.08M - $1.15M
|
42.5K
$1.07M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
42K+ 91.36% |
$1.07M - $1.13M
|
88K
$2.21M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
36.5KNew |
$926K - $985K
|
36.5K
$917K
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
28.9KNew |
$733K - $780K
|
28.9K
$726K
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
28.4KNew |
$720K - $765K
|
28.4K
$712K
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
24.9K+ 18.73% |
$633K - $673K
|
158K
$3.97M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$633K - $673K
|
24.9K
$627K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
20.2K+ 10.76% |
$513K - $546K
|
208K
$5.23M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
19.6KNew |
$498K - $530K
|
19.6K
$493K
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
19K+ 9.32% |
$483K - $514K
|
223K
$5.6M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7KNew |
$347K - $369K
|
13.7K
$343K
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
12.4KNew |
$313K - $333K
|
12.4K
$310K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.86KNew |
$199K - $212K
|
7.86K
$198K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.63K+ 4.1% |
$194K - $206K
|
194K
$4.86M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.93K+ 19.82% |
$125K - $133K
|
29.8K
$749K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.51K+ 28.1% |
$89.1K - $94.8K
|
16K
$402K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.41K+ 25.86% |
$61.1K - $65K
|
11.7K
$294K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.47K+ 13.61% |
$37.3K - $39.6K
|
12.3K
$308K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15K+ 1.84% |
$29.1K - $30.9K
|
63.5K
$1.6M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
962New |
$24.4K - $26K
|
962
$24.2K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
802+ 59.01% |
$20.4K - $21.7K
|
2.16K
$54.3K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
775+ 46.88% |
$19.7K - $20.9K
|
2.43K
$61K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
600+ 122.45% |
$15.2K - $16.2K
|
1.09K
$27.4K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
402+ 49.69% |
$10.2K - $10.9K
|
1.21K
$30.4K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
314New |
$7.97K - $8.48K
|
314
$7.89K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
253+ 0.86% |
$6.42K - $6.83K
|
29.6K
$743K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
174+ 1.79% |
$4.42K - $4.7K
|
9.89K
$248K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171+ 0.32% |
$4.34K - $4.62K
|
53.7K
$1.35M
|
|
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
|
- |
-84- 0.66% |
$2.13K - $2.27K
|
12.5K
$315K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-376- 3.52% |
$9.54K - $10.2K
|
10.3K
$259K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-391- 1.88% |
$9.92K - $10.6K
|
20.4K
$513K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-410- 1.51% |
$10.4K - $11.1K
|
26.8K
$674K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-682- 1.44% |
$17.3K - $18.4K
|
46.6K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.69K- 10.68% |
$42.8K - $45.5K
|
14.1K
$354K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.25K- 11.24% |
$82.5K - $87.8K
|
25.7K
$645K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.85K- 27.85% |
$97.8K - $104K
|
9.98K
$251K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.41K- 11.4% |
$112K - $119K
|
34.2K
$861K
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
SELL
|
- |
-5.61K- 20.52% |
$142K - $151K
|
21.7K
$546K
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.94KClosed |
$151K - $160K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.33K- 28.3% |
$161K - $171K
|
16K
$403K
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.78KClosed |
$197K - $210K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-7.97KClosed |
$202K - $215K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.9K- 41.27% |
$301K - $320K
|
16.9K
$424K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19KClosed |
$483K - $514K
|
0
$0
|