Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
112K+ 400.45% |
$2.97M - $2.99M
|
141K
$0
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.8K+ 25.03% |
$2.58M - $2.6M
|
489K
$0
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
77.2K+ 8.1% |
$2.04M - $2.05M
|
1.03M
$0
|
|
Oct 27, 2020
Q3 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
33.7K+ 11.15% |
$888K - $895K
|
336K
$0
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$664K - $668K
|
25.2K
$0
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.7K+ 115.7% |
$625K - $629K
|
44.2K
$0
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.6K+ 32.2% |
$545K - $548K
|
84.7K
$0
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.4KNew |
$486K - $489K
|
18.4K
$0
|
|
Oct 09, 2020
Q3 2020
|
Gofen & Glossberg LLC
|
BUY
|
- |
17.9KNew |
$472K - $475K
|
17.9K
$0
|
|
Nov 13, 2020
Q3 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
17.5K+ 22.62% |
$460K - $464K
|
94.6K
$0
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 7.98% |
$397K - $400K
|
204K
$0
|
|
Oct 29, 2020
Q3 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
14.2K+ 20.25% |
$375K - $378K
|
84.4K
$0
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8KNew |
$365K - $368K
|
13.8K
$0
|
|
Oct 20, 2020
Q3 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13.7K+ 64.75% |
$362K - $364K
|
34.9K
$0
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
13.6K+ 124.36% |
$358K - $361K
|
24.5K
$0
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.3KNew |
$350K - $352K
|
13.3K
$0
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12.4K+ 8.03% |
$327K - $329K
|
167K
$0
|
|
Oct 13, 2020
Q3 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 24.58% |
$314K - $316K
|
60.3K
$0
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 6.23% |
$299K - $301K
|
193K
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 11.31% |
$298K - $300K
|
111K
$0
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 8.46% |
$296K - $298K
|
144K
$0
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 5.09% |
$292K - $294K
|
229K
$0
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.6KNew |
$280K - $282K
|
10.6K
$0
|
|
Oct 09, 2020
Q3 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
9.75K+ 97.35% |
$257K - $259K
|
19.8K
$0
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
9.48K+ 34.78% |
$250K - $252K
|
36.7K
$0
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.45K+ 30.77% |
$249K - $251K
|
40.2K
$0
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
8.02K+ 6.47% |
$212K - $213K
|
132K
$0
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
BUY
|
- |
7.81K+ 19.17% |
$206K - $207K
|
48.6K
$0
|
|
Nov 03, 2020
Q3 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.79K+ 9.35% |
$206K - $207K
|
91.1K
$0
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.6K+ 673.94% |
$201K - $202K
|
8.73K
$0
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
7.59K+ 864.69% |
$200K - $202K
|
8.47K
$0
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.42K+ 23.89% |
$196K - $197K
|
38.5K
$0
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.38K+ 22.93% |
$195K - $196K
|
39.6K
$0
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
6.93KNew |
$183K - $184K
|
6.93K
$0
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.58K+ 27.9% |
$174K - $175K
|
30.2K
$0
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
6.21K+ 41.9% |
$164K - $165K
|
21K
$0
|
|
Oct 14, 2020
Q3 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.12K+ 5.46% |
$161K - $162K
|
118K
$0
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.57K+ 6.91% |
$147K - $148K
|
86.1K
$0
|
|
Oct 28, 2020
Q3 2020
|
Estate Counselors, LLC
|
BUY
|
- |
4.08K+ 3.7% |
$108K - $108K
|
114K
$0
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.82K+ 21.67% |
$101K - $101K
|
21.5K
$0
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.77K+ 6.68% |
$99.5K - $100K
|
60.2K
$0
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.7K+ 97.73% |
$97.5K - $98.1K
|
7.48K
$0
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.28K+ 20.62% |
$86.4K - $87K
|
19.2K
$0
|
|
Oct 23, 2020
Q3 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.06K+ 1.56% |
$80.7K - $81.2K
|
199K
$0
|
|
Nov 12, 2020
Q3 2020
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.91K+ 9.39% |
$76.9K - $77.4K
|
34K
$0
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
BUY
|
- |
2.6K+ 7.81% |
$68.6K - $69.1K
|
35.9K
$0
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
BUY
|
- |
2.29K+ 1.69% |
$60.4K - $60.8K
|
137K
$0
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2K+ 50.0% |
$52.8K - $53.1K
|
6K
$0
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 0.84% |
$51.5K - $51.9K
|
234K
$0
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 15.83% |
$50.1K - $50.5K
|
13.9K
$0
|