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 |
---|---|---|---|---|---|---|---|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
830+ 10.1% |
$21.3K - $22K
|
9.05K
$0
|
|
Aug 13, 2020
Q2 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
665+ 1.85% |
$17K - $17.6K
|
36.7K
$0
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
631+ 2.1% |
$16.2K - $16.7K
|
30.7K
$0
|
|
Jul 15, 2020
Q2 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
89+ 0.37% |
$2.28K - $2.36K
|
24.4K
$0
|
|
Aug 03, 2020
Q2 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
78+ 0.21% |
$2K - $2.07K
|
37.3K
$0
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
74+ 0.36% |
$1.9K - $1.96K
|
20.9K
$0
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 0.22% |
$999 - $1.03K
|
18.1K
$0
|
|
Aug 05, 2020
Q2 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29+ 0.28% |
$743 - $769
|
10.6K
$0
|
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.4% |
$102 - $106
|
1.02K
$0
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- 0.01% |
$25.6 - $26.5
|
16.9K
$0
|
|
Jul 10, 2020
Q2 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-35- 0.76% |
$896 - $928
|
4.58K
$0
|
|
Jul 09, 2020
Q2 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 0.21% |
$2.56K - $2.65K
|
48.4K
$0
|
|
Jul 17, 2020
Q2 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-219- 0.54% |
$5.61K - $5.81K
|
40.4K
$0
|
|
Aug 14, 2020
Q2 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-367Closed |
$9.4K - $9.73K
|
0
$0
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-390Closed |
$9.99K - $10.3K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-592- 13.54% |
$15.2K - $15.7K
|
3.78K
$0
|
|
Aug 04, 2020
Q2 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-660- 6.5% |
$16.9K - $17.5K
|
9.5K
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-683Closed |
$17.5K - $18.1K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-887- 2.25% |
$22.7K - $23.5K
|
38.5K
$0
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.08K- 5.48% |
$27.8K - $28.7K
|
18.7K
$0
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.3K- 2.52% |
$33.2K - $34.3K
|
50.1K
$0
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.99KClosed |
$51K - $52.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 10.04% |
$58.6K - $60.7K
|
20.5K
$0
|
|
Aug 12, 2020
Q2 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.37K- 13.4% |
$60.8K - $62.9K
|
15.3K
$0
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.38K- 2.8% |
$61K - $63.2K
|
82.8K
$0
|
|
Aug 07, 2020
Q2 2020
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.7K- 7.02% |
$69.1K - $71.6K
|
35.8K
$0
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.74K- 2.66% |
$70K - $72.5K
|
99.9K
$0
|
|
Jul 27, 2020
Q2 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.75K- 16.17% |
$70.4K - $72.9K
|
14.3K
$0
|
|
Aug 14, 2020
Q2 2020
|
Simmons Bank
|
SELL
|
- |
-2.83K- 23.81% |
$72.5K - $75.1K
|
9.06K
$0
|
|
Jul 29, 2020
Q2 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-3.38K- 15.17% |
$86.4K - $89.5K
|
18.9K
$0
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-3.48K- 19.0% |
$89K - $92.2K
|
14.8K
$0
|
|
Jul 01, 2020
Q2 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.81K- 2.74% |
$97.5K - $101K
|
135K
$0
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.35K- 6.35% |
$111K - $115K
|
64.1K
$0
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-4.73K- 30.21% |
$121K - $125K
|
10.9K
$0
|
|
Aug 10, 2020
Q2 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-5.08K- 25.35% |
$130K - $135K
|
15K
$0
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.45KClosed |
$165K - $171K
|
0
$0
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.71K- 35.86% |
$172K - $178K
|
12K
$0
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.76K- 11.95% |
$173K - $179K
|
49.8K
$0
|
|
Aug 05, 2020
Q2 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.64K- 30.24% |
$196K - $203K
|
17.6K
$0
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 7.47% |
$367K - $380K
|
177K
$0
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16K- 8.1% |
$410K - $425K
|
182K
$0
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.5K- 56.13% |
$475K - $492K
|
14.5K
$0
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-20.9K- 21.34% |
$536K - $555K
|
77.2K
$0
|
|
Jul 23, 2020
Q2 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-21.1K- 37.66% |
$541K - $561K
|
35K
$0
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-25.9K- 17.26% |
$662K - $686K
|
124K
$0
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27K- 10.87% |
$691K - $715K
|
221K
$0
|
|
Jul 21, 2020
Q2 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-34.7K- 15.05% |
$889K - $921K
|
196K
$0
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.8KClosed |
$1.17M - $1.22M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-66.4KClosed |
$1.7M - $1.76M
|
0
$0
|