Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
152New |
$3.96K - $3.98K
|
152
$0
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
108+ 1.09% |
$2.81K - $2.83K
|
10K
$0
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
99+ 0.49% |
$2.58K - $2.59K
|
20.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89+ 0.44% |
$2.32K - $2.33K
|
20.3K
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66+ 0.21% |
$1.72K - $1.73K
|
31.1K
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
53+ 0.31% |
$1.38K - $1.39K
|
17.3K
$0
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 0.26% |
$1.17K - $1.18K
|
17.4K
$0
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
44+ 0.43% |
$1.15K - $1.15K
|
10.2K
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 3.33% |
$990 - $994
|
1.18K
$0
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36+ 0.34% |
$937 - $942
|
10.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.15% |
$208 - $209
|
5.35K
$0
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.5% |
$52.1 - $52.3
|
405
$0
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.51% |
$52.1 - $52.3
|
396
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.73% |
$26 - $26.2
|
138
$0
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-72- 0.49% |
$1.87K - $1.88K
|
14.6K
$0
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-122- 0.93% |
$3.18K - $3.19K
|
13.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 88.38% |
$6.54K - $6.57K
|
33
$0
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-379Closed |
$9.87K - $9.92K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-477- 2.5% |
$12.4K - $12.5K
|
18.6K
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 0.56% |
$13K - $13.1K
|
88.4K
$0
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-531- 2.33% |
$13.8K - $13.9K
|
22.3K
$0
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-584- 2.93% |
$15.2K - $15.3K
|
19.4K
$0
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-717- 1.15% |
$18.7K - $18.8K
|
61.9K
$0
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-815- 7.06% |
$21.2K - $21.3K
|
10.7K
$0
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-953- 0.96% |
$24.8K - $24.9K
|
97.9K
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-965- 18.06% |
$25.1K - $25.3K
|
4.38K
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 0.67% |
$28.7K - $28.9K
|
164K
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.17K- 7.99% |
$30.5K - $30.6K
|
13.5K
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 0.92% |
$39.1K - $39.3K
|
161K
$0
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.52K- 3.43% |
$39.6K - $39.8K
|
42.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 0.79% |
$41.2K - $41.4K
|
198K
$0
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.71K- 1.53% |
$44.5K - $44.8K
|
110K
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 68.2% |
$53.7K - $54K
|
962
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.89K- 17.25% |
$75.3K - $75.7K
|
13.9K
$0
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 8.69% |
$76.8K - $77.2K
|
31K
$0
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-3K- 18.9% |
$78.1K - $78.5K
|
12.9K
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.05K- 24.04% |
$79.4K - $79.8K
|
9.63K
$0
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.42K- 4.81% |
$89.2K - $89.6K
|
67.8K
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.34KClosed |
$113K - $113K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.57K- 11.74% |
$119K - $120K
|
34.4K
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.98K- 34.71% |
$130K - $130K
|
9.38K
$0
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.2K- 30.0% |
$135K - $136K
|
12.1K
$0
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.95K- 8.36% |
$207K - $208K
|
87.1K
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.99KClosed |
$208K - $209K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.99KClosed |
$208K - $209K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.77K- 14.48% |
$228K - $229K
|
51.8K
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.72KClosed |
$253K - $254K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.92K- 7.85% |
$258K - $260K
|
116K
$0
|