Purchases and Sales Made in Q2 2022 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 2022. 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 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-8.22KClosed |
$213K - $213K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.4K- 2.17% |
$217K - $218K
|
379K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.56K- 18.71% |
$222K - $222K
|
37.2K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-9.38K- 11.39% |
$243K - $244K
|
73K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-9.52KClosed |
$246K - $247K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.59K- 19.71% |
$248K - $249K
|
39K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.61K- 6.17% |
$249K - $249K
|
146K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-11.1K- 50.58% |
$286K - $287K
|
10.8K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 8.3% |
$292K - $293K
|
125K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-12.5KClosed |
$324K - $324K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 26.2% |
$330K - $331K
|
35.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-16.7K- 13.61% |
$433K - $434K
|
106K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17.3K- 19.64% |
$448K - $449K
|
70.8K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-28.4KClosed |
$735K - $737K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38.8K- 21.6% |
$1M - $1.01M
|
141K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-48.9KClosed |
$1.27M - $1.27M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-53.5K- 72.68% |
$1.38M - $1.39M
|
20.1K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-65.9K- 29.87% |
$1.7M - $1.71M
|
155K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.73M- 96.36% |
$44.7M - $44.8M
|
65.3K
$0
|