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 |
---|---|---|---|---|---|---|---|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 2.88% |
$70.2K - $70.4K
|
96.1K
$0
|
|
Feb 19, 2020
Q4 2019
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.39K+ 6.28% |
$62.4K - $62.7K
|
40.5K
$0
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
BUY
|
- |
2.08K+ 0.88% |
$54.2K - $54.4K
|
238K
$0
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
1.99KNew |
$52K - $52.2K
|
1.99K
$0
|
|
Jan 22, 2020
Q4 2019
|
Davenport & CO LLC
|
BUY
|
- |
1.42K+ 7.61% |
$37.1K - $37.2K
|
20.1K
$0
|
|
May 05, 2020
Q4 2019
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.13KNew |
$29.5K - $29.6K
|
1.13K
$0
|
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.11K+ 9.36% |
$28.9K - $29K
|
12.9K
$0
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03KNew |
$26.8K - $26.9K
|
1.03K
$0
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
940+ 0.38% |
$24.5K - $24.6K
|
248K
$0
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
778New |
$20.3K - $20.4K
|
778
$0
|
|
Feb 27, 2020
Q4 2019
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
683New |
$17.8K - $17.9K
|
683
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
619New |
$16.2K - $16.2K
|
619
$0
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
351+ 1.26% |
$9.16K - $9.2K
|
28.2K
$0
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
279+ 1.12% |
$7.28K - $7.31K
|
25.1K
$0
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
BUY
|
- |
250+ 5.73% |
$6.53K - $6.55K
|
4.61K
$0
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
245+ 1.2% |
$6.4K - $6.42K
|
20.7K
$0
|
|
Feb 03, 2020
Q4 2019
|
Regions Financial Corp
|
BUY
|
- |
214+ 0.66% |
$5.59K - $5.61K
|
32.7K
$0
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
205+ 2.56% |
$5.35K - $5.37K
|
8.22K
$0
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
BUY
|
- |
140+ 1.66% |
$3.66K - $3.67K
|
8.57K
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
125+ 0.49% |
$3.26K - $3.28K
|
25.5K
$0
|
|
Feb 07, 2020
Q4 2019
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
107+ 0.47% |
$2.79K - $2.8K
|
22.8K
$0
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.16% |
$1.17K - $1.18K
|
28.3K
$0
|
|
Feb 13, 2020
Q4 2019
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.5% |
$131 - $131
|
1.01K
$0
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-476- 3.84% |
$12.4K - $12.5K
|
11.9K
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-786Closed |
$20.5K - $20.6K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.05K- 2.44% |
$27.3K - $27.4K
|
41.8K
$0
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 52.63% |
$28.7K - $28.8K
|
990
$0
|
|
Feb 11, 2020
Q4 2019
|
Wrapmanager Inc
|
SELL
|
- |
-1.31K- 6.18% |
$34.3K - $34.4K
|
19.9K
$0
|
|
Jan 15, 2020
Q4 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.56K- 2.41% |
$40.8K - $40.9K
|
63.3K
$0
|
|
Jan 29, 2020
Q4 2019
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.7K- 15.23% |
$44.4K - $44.6K
|
9.46K
$0
|
|
Jan 27, 2020
Q4 2019
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.85K- 13.3% |
$74.3K - $74.6K
|
18.6K
$0
|
|
Jan 17, 2020
Q4 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.06K- 7.14% |
$79.8K - $80.1K
|
39.7K
$0
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.81K- 21.65% |
$99.5K - $99.9K
|
13.8K
$0
|
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.89K- 49.68% |
$206K - $207K
|
7.99K
$0
|
|
Feb 06, 2020
Q4 2019
|
Trust CO Of Virginia
|
SELL
|
- |
-8K- 23.36% |
$209K - $210K
|
26.3K
$0
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.03KClosed |
$236K - $237K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11KClosed |
$288K - $289K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 2.67% |
$295K - $296K
|
413K
$0
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 4.66% |
$295K - $296K
|
232K
$0
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.6K- 10.09% |
$303K - $304K
|
103K
$0
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-14K- 1.52% |
$366K - $367K
|
907K
$0
|
|
Jan 29, 2020
Q4 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.2K- 12.02% |
$424K - $426K
|
119K
$0
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24KClosed |
$627K - $629K
|
0
$0
|