Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2020
Q2 2020
|
Gw Henssler & Associates LTD
|
BUY
|
- |
457KNew |
$11.7M - $12.1M
|
457K
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
112KNew |
$2.87M - $2.97M
|
112K
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81.6K+ 26.37% |
$2.09M - $2.16M
|
391K
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
60.1K+ 24.86% |
$1.54M - $1.59M
|
302K
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
46.5K+ 5.13% |
$1.19M - $1.23M
|
953K
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Legacy Private Trust Co.
|
BUY
|
- |
33.3KNew |
$853K - $883K
|
33.3K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.1KNew |
$796K - $824K
|
31.1K
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 10.33% |
$557K - $576K
|
232K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6KNew |
$451K - $467K
|
17.6K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 18.44% |
$428K - $443K
|
107K
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.3K+ 19.66% |
$367K - $380K
|
87.1K
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
14.1K+ 18.04% |
$362K - $375K
|
92.6K
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 11.73% |
$357K - $370K
|
133K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
13.8K+ 22.33% |
$354K - $366K
|
75.7K
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13.8K+ 9.79% |
$353K - $365K
|
154K
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13K+ 60.06% |
$333K - $345K
|
34.7K
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
BUY
|
- |
11.8K+ 5.31% |
$303K - $314K
|
235K
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
10.4K+ 17.42% |
$267K - $276K
|
70.2K
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Sandy Spring Bank
|
BUY
|
- |
8.77K+ 47.43% |
$225K - $233K
|
27.3K
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.61KNew |
$220K - $228K
|
8.61K
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.14KNew |
$209K - $216K
|
8.14K
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8K+ 49.81% |
$205K - $212K
|
24.1K
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
7.28K+ 21.76% |
$186K - $193K
|
40.7K
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.52K+ 3.58% |
$167K - $173K
|
189K
$0
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.45KNew |
$165K - $171K
|
6.45K
$0
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.25K+ 2.96% |
$160K - $166K
|
218K
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.21K+ 12.36% |
$159K - $165K
|
56.5K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.5K+ 51.73% |
$141K - $146K
|
16.1K
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.68K+ 20.02% |
$120K - $124K
|
28.1K
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.63K+ 16.8% |
$119K - $123K
|
32.2K
$0
|
|
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
BUY
|
- |
3.98K+ 16.3% |
$102K - $106K
|
28.4K
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
BUY
|
- |
3.92K+ 26.33% |
$100K - $104K
|
18.8K
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.87K+ 32.24% |
$99.2K - $103K
|
15.9K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.81K+ 6.6% |
$97.5K - $101K
|
61.5K
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.37K+ 4.21% |
$86.2K - $89.3K
|
83.3K
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
2.68K+ 11.69% |
$68.6K - $71.1K
|
25.6K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Roof Eidam & Maycock
|
BUY
|
- |
2.13K+ 5.53% |
$54.4K - $56.4K
|
40.6K
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2K+ 100.0% |
$51.2K - $53K
|
4K
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.93KNew |
$49.4K - $51.2K
|
1.93K
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Estate Counselors, LLC
|
BUY
|
- |
1.91K+ 1.76% |
$48.9K - $50.7K
|
110K
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.9K+ 23.41% |
$48.7K - $50.4K
|
10K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.88K+ 8.65% |
$48.1K - $49.8K
|
23.6K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.64K+ 2.07% |
$41.9K - $43.4K
|
80.6K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.34KNew |
$34.4K - $35.6K
|
1.34K
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
1.32KNew |
$33.9K - $35.1K
|
1.32K
$0
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 40.96% |
$32.3K - $33.4K
|
4.34K
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 5.71% |
$25.6K - $26.5K
|
18.5K
$0
|
|
|
Aug 20, 2020
Q2 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
957New |
$24.5K - $25.4K
|
957
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Nova Point Capital, LLC
|
BUY
|
- |
945+ 8.85% |
$24.2K - $25.1K
|
11.6K
$0
|
|
|
Jul 16, 2020
Q2 2020
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
943+ 3.96% |
$24.2K - $25K
|
24.7K
$0
|