Purchases and Sales Made in Q4 2019 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 Q4 2019. 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 |
---|---|---|---|---|---|---|---|
Jun 02, 2020
Q4 2019
|
Confluence Investment Management LLC
|
BUY
|
- |
120K+ 87.43% |
$3.14M - $3.15M
|
258K
$0
|
|
Jan 31, 2020
Q4 2019
|
Estate Counselors, LLC
|
BUY
|
- |
107KNew |
$2.8M - $2.82M
|
107K
$0
|
|
Feb 05, 2020
Q4 2019
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
68.9KNew |
$1.8M - $1.81M
|
68.9K
$0
|
|
Jan 30, 2020
Q4 2019
|
Life Steps Financial, Inc.
|
BUY
|
- |
62.2KNew |
$1.62M - $1.63M
|
62.2K
$0
|
|
Feb 11, 2020
Q4 2019
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
58.8KNew |
$1.53M - $1.54M
|
58.8K
$0
|
|
Feb 14, 2020
Q4 2019
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
48.1KNew |
$1.26M - $1.26M
|
48.1K
$0
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
BUY
|
- |
34.4K+ 23.61% |
$898K - $901K
|
180K
$0
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.4K+ 57.6% |
$794K - $797K
|
83.2K
$0
|
|
Feb 13, 2020
Q4 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.5K+ 64.71% |
$665K - $668K
|
64.9K
$0
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 11.81% |
$582K - $584K
|
211K
$0
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.3KNew |
$582K - $584K
|
22.3K
$0
|
|
Feb 06, 2020
Q4 2019
|
Slate Stone Wealth, LLC
|
BUY
|
- |
21.5KNew |
$562K - $564K
|
21.5K
$0
|
|
Feb 10, 2020
Q4 2019
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18.5KNew |
$484K - $485K
|
18.5K
$0
|
|
Feb 05, 2020
Q4 2019
|
Royal Harbor Partners, LLC
|
BUY
|
- |
15.5KNew |
$406K - $407K
|
15.5K
$0
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 8.8% |
$400K - $401K
|
189K
$0
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
15.1KNew |
$394K - $395K
|
15.1K
$0
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 2.26% |
$391K - $392K
|
678K
$0
|
|
Jan 31, 2020
Q4 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 10.07% |
$375K - $377K
|
157K
$0
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
14.3KNew |
$375K - $376K
|
14.3K
$0
|
|
Feb 07, 2020
Q4 2019
|
Independent Advisor Alliance
|
BUY
|
- |
14.3KNew |
$372K - $374K
|
14.3K
$0
|
|
Jan 22, 2020
Q4 2019
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13K+ 6.15% |
$339K - $341K
|
225K
$0
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12.3K+ 13.12% |
$322K - $323K
|
106K
$0
|
|
Jan 30, 2020
Q4 2019
|
Sonata Capital Group Inc
|
BUY
|
- |
12.2K+ 25.76% |
$319K - $320K
|
59.6K
$0
|
|
Jun 18, 2020
Q4 2019
|
Nova Point Capital, LLC
|
BUY
|
- |
12KNew |
$314K - $315K
|
12K
$0
|
|
Jan 28, 2020
Q4 2019
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11.9K+ 152.36% |
$310K - $311K
|
19.7K
$0
|
|
Feb 13, 2020
Q4 2019
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$275K - $276K
|
10.5K
$0
|
|
Feb 12, 2020
Q4 2019
|
Emerald Advisors, LLC
|
BUY
|
- |
10KNew |
$261K - $262K
|
10K
$0
|
|
Jan 21, 2020
Q4 2019
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.1K+ 13.96% |
$238K - $239K
|
74.3K
$0
|
|
Jan 14, 2020
Q4 2019
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
8.12KNew |
$212K - $213K
|
8.12K
$0
|
|
Feb 04, 2020
Q4 2019
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.86KNew |
$205K - $206K
|
7.86K
$0
|
|
Feb 12, 2020
Q4 2019
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
7.39K+ 25.46% |
$193K - $194K
|
36.4K
$0
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.29K+ 12.15% |
$190K - $191K
|
67.3K
$0
|
|
Jan 29, 2020
Q4 2019
|
Confluence Investment Management LLC
|
BUY
|
- |
6.96K+ 5.33% |
$182K - $182K
|
138K
$0
|
|
Feb 14, 2020
Q4 2019
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.81K+ 50.58% |
$178K - $179K
|
20.3K
$0
|
|
Jan 10, 2020
Q4 2019
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6.7K+ 2.99% |
$175K - $176K
|
230K
$0
|
|
Jan 21, 2020
Q4 2019
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6.5K+ 74.8% |
$170K - $170K
|
15.2K
$0
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.06K+ 44.66% |
$158K - $159K
|
19.6K
$0
|
|
Feb 13, 2020
Q4 2019
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.05K+ 6.46% |
$158K - $159K
|
99.7K
$0
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.38K+ 2.08% |
$140K - $141K
|
264K
$0
|
|
Jan 31, 2020
Q4 2019
|
Asset Dedication, LLC
|
BUY
|
- |
5.07K+ 32.02% |
$132K - $133K
|
20.9K
$0
|
|
Feb 13, 2020
Q4 2019
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.8K+ 11.35% |
$125K - $126K
|
47.1K
$0
|
|
Jan 29, 2020
Q4 2019
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.73K+ 2.45% |
$123K - $124K
|
198K
$0
|
|
Jan 15, 2020
Q4 2019
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.92K+ 11.78% |
$102K - $103K
|
37.2K
$0
|
|
Jan 13, 2020
Q4 2019
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.82K+ 19.13% |
$99.8K - $100K
|
23.8K
$0
|
|
Feb 14, 2020
Q4 2019
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.6K+ 25.07% |
$94K - $94.3K
|
18K
$0
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.33K+ 17.57% |
$86.8K - $87.2K
|
22.3K
$0
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.08KNew |
$80.3K - $80.6K
|
3.08K
$0
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3K+ 18.82% |
$78.3K - $78.6K
|
18.9K
$0
|
|
Feb 14, 2020
Q4 2019
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3K+ 20.69% |
$78.3K - $78.6K
|
17.5K
$0
|
|
Feb 06, 2020
Q4 2019
|
Sandy Spring Bank
|
BUY
|
- |
2.73K+ 21.33% |
$71.3K - $71.6K
|
15.5K
$0
|