Purchases and Sales Made in Q2 2022 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
516KNew |
$12.7M - $13.1M
|
516K
$13M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
295K+ 253.09% |
$7.28M - $7.5M
|
412K
$10.3M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
276K+ 237.24% |
$6.82M - $7.02M
|
393K
$9.87M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
224KNew |
$5.53M - $5.7M
|
224K
$5.63M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
152K+ 1938.7% |
$3.76M - $3.87M
|
160K
$4.03M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 174.05% |
$2.73M - $2.81M
|
174K
$4.37M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
66.8K+ 75.84% |
$1.65M - $1.7M
|
155K
$3.89M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.3K+ 152.1% |
$1.12M - $1.15M
|
75.1K
$1.89M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 60.79% |
$637K - $656K
|
68.3K
$1.72M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
20.6K+ 9.88% |
$507K - $523K
|
229K
$5.75M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
20K+ 69.16% |
$493K - $508K
|
48.9K
$1.23M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.1K+ 13.58% |
$471K - $485K
|
160K
$4.02M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
18KNew |
$444K - $457K
|
18K
$452K
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
15.3KNew |
$377K - $388K
|
15.3K
$383K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.2KNew |
$349K - $360K
|
14.2K
$356K
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 8.71% |
$340K - $350K
|
172K
$4.32M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 6.3% |
$301K - $310K
|
206K
$5.17M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.3K+ 66.76% |
$278K - $286K
|
28.1K
$707K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
9.18KNew |
$226K - $233K
|
9.18K
$231K
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
8.87KNew |
$219K - $225K
|
8.87K
$223K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.19KNew |
$202K - $208K
|
8.19K
$206K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
8.04KNew |
$198K - $204K
|
8.04K
$202K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8KNew |
$197K - $203K
|
8K
$201K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.08K+ 13.18% |
$175K - $180K
|
60.7K
$1.53M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.9K+ 14.79% |
$170K - $175K
|
53.5K
$1.35M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.41K+ 33.78% |
$133K - $137K
|
21.4K
$538K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.64K+ 22.55% |
$65.2K - $67.1K
|
14.4K
$361K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.53K+ 6.92% |
$62.3K - $64.2K
|
39K
$980K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.51K+ 103.54% |
$62K - $63.9K
|
4.94K
$124K
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.11K+ 0.5% |
$27.4K - $28.2K
|
224K
$5.63M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
786+ 72.11% |
$19.4K - $20K
|
1.88K
$47.1K
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
534+ 5.35% |
$13.2K - $13.6K
|
10.5K
$264K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
474+ 2.41% |
$11.7K - $12K
|
20.1K
$505K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
240+ 0.89% |
$5.92K - $6.1K
|
27.1K
$680K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116+ 0.85% |
$2.86K - $2.95K
|
13.8K
$346K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 0.14% |
$74 - $76.3
|
2.16K
$54.4K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.25% |
$74 - $76.3
|
1.21K
$30.5K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-111- 0.88% |
$2.74K - $2.82K
|
12.4K
$313K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-463- 1.8% |
$11.4K - $11.8K
|
25.2K
$634K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-688- 6.96% |
$17K - $17.5K
|
9.2K
$231K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-962Closed |
$23.7K - $24.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 7.92% |
$27.6K - $28.4K
|
13K
$326K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.68K- 8.21% |
$41.3K - $42.6K
|
18.7K
$470K
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 16.67% |
$49.4K - $50.8K
|
10K
$251K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.24K- 20.19% |
$80K - $82.4K
|
12.8K
$322K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.89K- 13.16% |
$96.1K - $98.9K
|
25.7K
$645K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.9KClosed |
$96.3K - $99.1K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.77K- 27.63% |
$192K - $198K
|
20.4K
$512K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.3KClosed |
$254K - $262K
|
0
$0
|