Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-405- 0.99% |
$10.5K - $10.5K
|
40.3K
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-530- 10.48% |
$13.7K - $13.7K
|
4.53K
$0
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-569- 6.72% |
$14.7K - $14.7K
|
7.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-617- 0.61% |
$15.9K - $16K
|
99.7K
$0
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-635- 0.41% |
$16.4K - $16.5K
|
155K
$0
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-700- 1.14% |
$18.1K - $18.1K
|
60.5K
$0
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 9.36% |
$32K - $32.1K
|
12K
$0
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.43K- 11.54% |
$36.9K - $37K
|
10.9K
$0
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.8KClosed |
$46.5K - $46.7K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.15K- 15.35% |
$55.5K - $55.7K
|
11.8K
$0
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.38K- 6.39% |
$61.4K - $61.7K
|
34.8K
$0
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.48K- 22.99% |
$64K - $64.2K
|
8.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61K- 5.23% |
$67.3K - $67.5K
|
47.2K
$0
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.68K- 19.56% |
$69.1K - $69.4K
|
11K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 5.68% |
$75.9K - $76.2K
|
48.8K
$0
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.01K- 7.71% |
$77.7K - $78K
|
36K
$0
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 2.43% |
$91.9K - $92.2K
|
143K
$0
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 9.95% |
$98.2K - $98.5K
|
34.4K
$0
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.06K- 4.06% |
$131K - $131K
|
120K
$0
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.11K- 12.61% |
$132K - $132K
|
35.4K
$0
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.44K- 17.74% |
$141K - $141K
|
25.2K
$0
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.4K- 2.44% |
$165K - $166K
|
257K
$0
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.5K- 1.72% |
$168K - $168K
|
372K
$0
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.85K- 5.18% |
$203K - $204K
|
144K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.42K- 8.88% |
$243K - $244K
|
96.7K
$0
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 12.42% |
$268K - $269K
|
73.2K
$0
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.6K- 52.74% |
$274K - $275K
|
9.5K
$0
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 13.47% |
$301K - $302K
|
74.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13.8K- 7.94% |
$358K - $359K
|
161K
$0
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.7K- 6.65% |
$406K - $407K
|
221K
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.1K- 9.56% |
$441K - $443K
|
162K
$0
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 12.02% |
$580K - $582K
|
164K
$0
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-24.4K- 33.37% |
$629K - $631K
|
48.6K
$0
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25.2K- 35.56% |
$650K - $653K
|
45.6K
$0
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-28.1KClosed |
$726K - $728K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-33.6K- 21.76% |
$869K - $872K
|
121K
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-39.1K- 16.66% |
$1.01M - $1.01M
|
196K
$0
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44.7K- 41.89% |
$1.16M - $1.16M
|
62.1K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.7K- 68.92% |
$1.18M - $1.18M
|
20.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-48.3K- 36.86% |
$1.25M - $1.25M
|
82.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-63.4K- 71.22% |
$1.64M - $1.64M
|
25.6K
$0
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-87.8K- 66.8% |
$2.27M - $2.28M
|
43.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 8.96% |
$3.16M - $3.17M
|
1.24M
$0
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 25.78% |
$3.67M - $3.68M
|
409K
$0
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-202K- 63.75% |
$5.22M - $5.24M
|
115K
$0
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.63M- 96.14% |
$42.1M - $42.3M
|
65.5K
$0
|