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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-555- 2.49% |
$13.7K - $14.7K
|
21.7K
$0
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 60.61% |
$14.9K - $15.9K
|
390
$0
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-636- 0.62% |
$15.8K - $16.8K
|
103K
$0
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-657- 0.07% |
$16.3K - $17.4K
|
907K
$0
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-710- 0.34% |
$17.6K - $18.8K
|
210K
$0
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-720- 5.71% |
$17.8K - $19.1K
|
11.9K
$0
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-741- 3.61% |
$18.4K - $19.6K
|
19.8K
$0
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-800- 61.97% |
$19.8K - $21.2K
|
491
$0
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-914- 7.07% |
$22.6K - $24.2K
|
12K
$0
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.15K- 2.74% |
$28.4K - $30.4K
|
40.7K
$0
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.2K- 4.71% |
$29.7K - $31.8K
|
24.3K
$0
|
|
Jun 18, 2020
Q1 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.34K- 11.14% |
$33.2K - $35.5K
|
10.7K
$0
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.5K- 2.02% |
$37.2K - $39.7K
|
72.8K
$0
|
|
May 08, 2020
Q1 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.55K- 8.35% |
$38.4K - $41K
|
17K
$0
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.94K- 4.8% |
$48.1K - $51.4K
|
38.4K
$0
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.96K- 8.61% |
$48.6K - $52K
|
20.8K
$0
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 10.56% |
$49.5K - $53K
|
16.9K
$0
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-2.6K- 12.45% |
$64.5K - $69K
|
18.3K
$0
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-2.63K- 4.48% |
$65.2K - $69.7K
|
56.1K
$0
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.01K- 10.64% |
$74.5K - $79.7K
|
25.3K
$0
|
|
May 08, 2020
Q1 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-4K- 15.24% |
$99.1K - $106K
|
22.3K
$0
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-5.07K- 25.4% |
$125K - $134K
|
14.9K
$0
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.19K- 3.8% |
$178K - $190K
|
182K
$0
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.1K- 9.13% |
$225K - $241K
|
90.6K
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 15.96% |
$266K - $285K
|
56.6K
$0
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.7K- 52.32% |
$289K - $309K
|
10.6K
$0
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12K- 18.9% |
$296K - $317K
|
51.4K
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-14.3KClosed |
$353K - $378K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 6.09% |
$399K - $427K
|
248K
$0
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.2K- 17.87% |
$425K - $455K
|
78.9K
$0
|
|
Apr 01, 2020
Q1 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-18.5KClosed |
$459K - $491K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.3KClosed |
$502K - $537K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-33.3K- 16.84% |
$826K - $883K
|
165K
$0
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.9K- 14.63% |
$839K - $897K
|
198K
$0
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56.5K- 22.74% |
$1.4M - $1.5M
|
192K
$0
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-87.7K- 36.92% |
$2.17M - $2.32M
|
150K
$0
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-119K- 46.1% |
$2.94M - $3.15M
|
139K
$0
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-124K- 78.97% |
$3.07M - $3.29M
|
33K
$0
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-467K- 68.82% |
$11.6M - $12.4M
|
211K
$0
|