Purchases and Sales Made in Q4 2022 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.98K+ 20.44% |
$48K - $49.8K
|
11.6K
$293K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.82K+ 22.57% |
$44.1K - $45.8K
|
9.86K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.64K+ 13.64% |
$39.9K - $41.4K
|
13.7K
$344K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.62KNew |
$39.4K - $40.9K
|
1.62K
$40.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.41K+ 15.8% |
$34.2K - $35.5K
|
10.3K
$260K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.23KNew |
$29.9K - $31K
|
1.23K
$30.9K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
843New |
$20.5K - $21.3K
|
843
$21.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
763+ 4.23% |
$18.5K - $19.2K
|
18.8K
$472K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
740New |
$18K - $18.7K
|
740
$18.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.6K - $15.1K
|
600
$15.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
320+ 19.51% |
$7.77K - $8.07K
|
1.96K
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
301+ 13.88% |
$7.31K - $7.59K
|
2.47K
$62K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
251+ 0.55% |
$6.1K - $6.33K
|
45.5K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
83+ 140.68% |
$2.02K - $2.09K
|
142
$3.57K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
80+ 0.47% |
$1.94K - $2.02K
|
17K
$426K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.57% |
$170 - $176
|
1.23K
$30.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-15- 0.18% |
$364 - $378
|
8.5K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-861- 3.95% |
$20.9K - $21.7K
|
20.9K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4K- 14.11% |
$97.2K - $101K
|
24.4K
$612K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.15K- 21.86% |
$149K - $155K
|
22K
$552K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.05K- 5.82% |
$220K - $228K
|
146K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.7K- 60.89% |
$381K - $395K
|
10.1K
$253K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-18.1K- 3.32% |
$439K - $456K
|
527K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-63.1K- 57.99% |
$1.53M - $1.59M
|
45.7K
$1.15M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-206K- 95.18% |
$5.01M - $5.2M
|
10.4K
$262K
|