Purchases and Sales Made in Q3 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
33+ 0.19% |
$863 - $867
|
17.2K
$0
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.3% |
$785 - $788
|
10.2K
$0
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29+ 0.17% |
$758 - $762
|
17.4K
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.29% |
$732 - $736
|
9.72K
$0
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.22% |
$601 - $604
|
10.7K
$0
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.1% |
$471 - $473
|
17.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$105 - $105
|
5.35K
$0
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.25% |
$26.2 - $26.3
|
394
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.25% |
$26.2 - $26.3
|
403
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-81- 0.55% |
$2.12K - $2.13K
|
14.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-87- 2.8% |
$2.28K - $2.29K
|
3.03K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-88- 1.72% |
$2.3K - $2.31K
|
5.02K
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-92- 0.79% |
$2.41K - $2.42K
|
11.5K
$0
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-102- 0.77% |
$2.67K - $2.68K
|
13.1K
$0
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-188- 39.58% |
$4.92K - $4.94K
|
287
$0
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-196- 0.68% |
$5.13K - $5.15K
|
28.5K
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-204- 15.18% |
$5.33K - $5.36K
|
1.14K
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-247- 5.39% |
$6.46K - $6.49K
|
4.34K
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-348- 0.82% |
$9.1K - $9.15K
|
41.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-380Closed |
$9.94K - $9.99K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-399- 0.97% |
$10.4K - $10.5K
|
40.9K
$0
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-425- 2.82% |
$11.1K - $11.2K
|
14.6K
$0
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-464- 3.4% |
$12.1K - $12.2K
|
13.2K
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-580- 1.83% |
$15.2K - $15.2K
|
31.1K
$0
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-609- 0.95% |
$15.9K - $16K
|
63.6K
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-648Closed |
$16.9K - $17K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-655- 25.16% |
$17.1K - $17.2K
|
1.95K
$0
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-741- 3.5% |
$19.4K - $19.5K
|
20.4K
$0
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-997- 2.11% |
$26.1K - $26.2K
|
46.2K
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.13K- 5.56% |
$29.4K - $29.6K
|
19.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.16K- 8.4% |
$30.4K - $30.6K
|
12.7K
$0
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.4K- 1.9% |
$36.6K - $36.8K
|
72.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.45K- 0.83% |
$37.8K - $38K
|
172K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.85K- 8.34% |
$48.4K - $48.7K
|
20.3K
$0
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.87K- 6.46% |
$48.8K - $49.1K
|
27.1K
$0
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2K- 9.25% |
$52.3K - $52.6K
|
19.6K
$0
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-2.21KClosed |
$57.7K - $58K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.27KClosed |
$59.4K - $59.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.32K- 2.65% |
$60.5K - $60.8K
|
85.2K
$0
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-2.38K- 7.43% |
$62.1K - $62.4K
|
29.6K
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.49K- 14.78% |
$65.1K - $65.4K
|
14.4K
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.5K- 2.72% |
$65.3K - $65.6K
|
89.3K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 8.74% |
$76.6K - $77K
|
30.6K
$0
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.49K- 9.33% |
$117K - $118K
|
43.6K
$0
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.94KClosed |
$129K - $130K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6.72K- 6.36% |
$176K - $176K
|
98.9K
$0
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.28K- 57.66% |
$190K - $191K
|
5.34K
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-7.57K- 3.3% |
$198K - $199K
|
222K
$0
|