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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.8KNew |
$47.5K - $47.8K
|
1.8K
$0
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
798+ 5.6% |
$21.1K - $21.2K
|
15.1K
$0
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600+ 0.69% |
$15.8K - $15.9K
|
87.7K
$0
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
600New |
$15.8K - $15.9K
|
600
$0
|
|
Nov 13, 2020
Q3 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
545+ 1.48% |
$14.4K - $14.5K
|
37.3K
$0
|
|
Oct 14, 2020
Q3 2020
|
Paulson Wealth Management Inc.
|
BUY
|
- |
299+ 0.74% |
$7.89K - $7.94K
|
40.7K
$0
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
277+ 1.91% |
$7.31K - $7.36K
|
14.8K
$0
|
|
Oct 28, 2020
Q3 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
207+ 0.41% |
$5.46K - $5.5K
|
50.3K
$0
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
165+ 0.27% |
$4.35K - $4.38K
|
61.6K
$0
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
134+ 9.99% |
$3.53K - $3.56K
|
1.48K
$0
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
131New |
$3.46K - $3.48K
|
131
$0
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 0.33% |
$1.79K - $1.81K
|
21K
$0
|
|
Nov 10, 2020
Q3 2020
|
Emerald Advisors, LLC
|
BUY
|
- |
34+ 0.34% |
$897 - $903
|
10K
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.34% |
$739 - $744
|
8.17K
$0
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-101- 20.57% |
$2.66K - $2.68K
|
390
$0
|
|
Nov 12, 2020
Q3 2020
|
Wrapmanager Inc
|
SELL
|
- |
-110- 0.59% |
$2.9K - $2.92K
|
18.7K
$0
|
|
Oct 26, 2020
Q3 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-267- 0.69% |
$7.04K - $7.09K
|
38.2K
$0
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-270- 4.19% |
$7.12K - $7.17K
|
6.18K
$0
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-323- 1.79% |
$8.52K - $8.58K
|
17.7K
$0
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-570- 6.62% |
$15K - $15.1K
|
8.04K
$0
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-590- 2.45% |
$15.6K - $15.7K
|
23.5K
$0
|
|
Oct 29, 2020
Q3 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-700- 2.0% |
$18.5K - $18.6K
|
34.3K
$0
|
|
Nov 17, 2020
Q3 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 5.41% |
$26.4K - $26.6K
|
17.5K
$0
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.02KClosed |
$26.8K - $27K
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 6.5% |
$27.6K - $27.8K
|
15.1K
$0
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 0.67% |
$31.5K - $31.7K
|
176K
$0
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.5K- 16.58% |
$39.6K - $39.8K
|
7.55K
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.58K- 7.68% |
$41.6K - $41.9K
|
18.9K
$0
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.78K- 10.09% |
$46.9K - $47.3K
|
15.8K
$0
|
|
Nov 12, 2020
Q3 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.85K- 12.09% |
$48.9K - $49.2K
|
13.5K
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.93KClosed |
$50.9K - $51.3K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-2K- 10.6% |
$52.8K - $53.1K
|
16.9K
$0
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.57K- 5.16% |
$67.8K - $68.2K
|
47.2K
$0
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.91K- 1.77% |
$103K - $104K
|
217K
$0
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.36K- 26.28% |
$115K - $116K
|
12.2K
$0
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.6K- 87.08% |
$201K - $202K
|
1.13K
$0
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.31K- 10.04% |
$219K - $221K
|
74.4K
$0
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.04K- 8.43% |
$239K - $240K
|
98.2K
$0
|
|
Nov 13, 2020
Q3 2020
|
Simmons Bank
|
SELL
|
- |
-9.06KClosed |
$239K - $241K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10.6KClosed |
$279K - $281K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-13K- 17.23% |
$344K - $346K
|
62.6K
$0
|
|
Oct 08, 2020
Q3 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-15KClosed |
$394K - $397K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-15.4KClosed |
$406K - $409K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-16.8K- 45.11% |
$444K - $447K
|
20.5K
$0
|
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-24.4KClosed |
$643K - $647K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-30.4K- 7.7% |
$802K - $808K
|
364K
$0
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-235KClosed |
$6.19M - $6.23M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-440K- 96.22% |
$11.6M - $11.7M
|
17.3K
$0
|