Purchases and Sales Made in Q1 2020 in Ishares Ibonds Dec 2022 Term M (IBMK)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2022 Term M (IBMK) during Q1 2020. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2022 TERM M.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
427KNew |
$10.6M - $11.3M
|
427K
$0
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
309KNew |
$7.66M - $8.19M
|
309K
$0
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
232KNew |
$5.74M - $6.14M
|
232K
$0
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
98.1KNew |
$2.43M - $2.6M
|
98.1K
$0
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
81.3K+ 19.71% |
$2.01M - $2.15M
|
494K
$0
|
|
May 15, 2020
Q1 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.7KNew |
$1.43M - $1.53M
|
57.7K
$0
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.8KNew |
$1.14M - $1.21M
|
45.8K
$0
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
BUY
|
- |
42.8K+ 23.78% |
$1.06M - $1.13M
|
223K
$0
|
|
May 15, 2020
Q1 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
38K+ 93.93% |
$941K - $1.01M
|
78.4K
$0
|
|
May 15, 2020
Q1 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34.5K+ 32.47% |
$854K - $914K
|
141K
$0
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
30.6K+ 155.4% |
$757K - $810K
|
50.3K
$0
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27.8K+ 57.91% |
$689K - $737K
|
75.9K
$0
|
|
Apr 14, 2020
Q1 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$568K - $607K
|
22.9K
$0
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.8KNew |
$565K - $604K
|
22.8K
$0
|
|
Apr 16, 2020
Q1 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.4K+ 7.74% |
$430K - $460K
|
242K
$0
|
|
Apr 16, 2020
Q1 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
16.5KNew |
$408K - $437K
|
16.5K
$0
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11K+ 15.99% |
$273K - $292K
|
79.9K
$0
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.65KNew |
$214K - $229K
|
8.65K
$0
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.99KNew |
$198K - $212K
|
7.99K
$0
|
|
Apr 22, 2020
Q1 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6K+ 39.5% |
$149K - $159K
|
21.2K
$0
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.48K+ 28.83% |
$111K - $119K
|
20K
$0
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.37KNew |
$108K - $116K
|
4.37K
$0
|
|
May 21, 2020
Q1 2020
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.14K+ 6.65% |
$103K - $110K
|
66.4K
$0
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.78K+ 19.25% |
$93.5K - $100K
|
23.4K
$0
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.58K+ 5.52% |
$88.7K - $94.8K
|
68.5K
$0
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
BUY
|
- |
2.96K+ 19.06% |
$73.3K - $78.4K
|
18.5K
$0
|
|
May 11, 2020
Q1 2020
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.75K+ 9.72% |
$68.1K - $72.8K
|
31K
$0
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.41K+ 9.59% |
$59.8K - $63.9K
|
27.6K
$0
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.27K+ 16.46% |
$56.2K - $60.1K
|
16.1K
$0
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2KNew |
$49.5K - $53K
|
2K
$0
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.94K+ 2.34% |
$48.2K - $51.5K
|
85.1K
$0
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.86K+ 6.59% |
$46.1K - $49.3K
|
30.1K
$0
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.42K+ 3.0% |
$35K - $37.5K
|
48.5K
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2K+ 5.86% |
$29.7K - $31.8K
|
21.7K
$0
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
BUY
|
- |
830+ 0.77% |
$20.6K - $22K
|
108K
$0
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
BUY
|
- |
760+ 2.32% |
$18.8K - $20.1K
|
33.5K
$0
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
BUY
|
- |
700+ 7.4% |
$17.3K - $18.5K
|
10.2K
$0
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
567+ 3.76% |
$14K - $15K
|
15.6K
$0
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
304+ 0.13% |
$7.53K - $8.05K
|
231K
$0
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
190+ 0.32% |
$4.71K - $5.03K
|
59.8K
$0
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
60+ 0.33% |
$1.49K - $1.59K
|
18K
$0
|
|
Apr 30, 2020
Q1 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
52+ 0.14% |
$1.29K - $1.38K
|
37.3K
$0
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.25% |
$1.24K - $1.32K
|
20.1K
$0
|
|
May 06, 2020
Q1 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19+ 0.18% |
$471 - $503
|
10.5K
$0
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.19% |
$124 - $132
|
2.6K
$0
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.2% |
$49.5 - $53
|
1.01K
$0
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-229- 20.69% |
$5.67K - $6.07K
|
878
$0
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-330- 0.83% |
$8.17K - $8.74K
|
39.4K
$0
|
|
May 13, 2020
Q1 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-380- 1.04% |
$9.41K - $10.1K
|
36K
$0
|