Purchases and Sales Made in Q2 2021 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
177KNew |
$4.78M - $4.83M
|
177K
$4.47M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46KNew |
$1.24M - $1.25M
|
46K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.1KNew |
$918K - $927K
|
34.1K
$858K
|
|
|
Jul 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
32.8K+ 38.42% |
$883K - $892K
|
118K
$2.97M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23KNew |
$620K - $627K
|
23K
$580K
|
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.1KNew |
$353K - $357K
|
13.1K
$330K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.8K+ 32.47% |
$237K - $240K
|
35.9K
$905K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.59K+ 53.2% |
$178K - $180K
|
19K
$478K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
5.88K+ 17.0% |
$158K - $160K
|
40.4K
$1.02M
|
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
5.57K+ 2.95% |
$150K - $152K
|
194K
$4.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.29K+ 144.0% |
$143K - $144K
|
8.97K
$226K
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.58K+ 31.89% |
$69.6K - $70.4K
|
10.7K
$269K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 23.89% |
$59.2K - $59.9K
|
11.4K
$287K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.97K+ 3930.0% |
$53K - $53.5K
|
2.02K
$50.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.93K+ 13.23% |
$51.9K - $52.4K
|
16.5K
$415K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 3.95% |
$49.6K - $50.2K
|
48.5K
$1.22M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.57K+ 5.3% |
$42.4K - $42.8K
|
31.3K
$788K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.46K+ 0.85% |
$39.4K - $39.8K
|
173K
$4.35M
|
|
|
Jul 14, 2021
Q2 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
1.11K+ 2.54% |
$29.8K - $30.1K
|
44.7K
$1.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
411New |
$11.1K - $11.2K
|
411
$10.4K
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
184+ 1.37% |
$4.96K - $5.01K
|
13.7K
$344K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109+ 0.78% |
$2.94K - $2.97K
|
14K
$353K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
90New |
$2.43K - $2.45K
|
90
$2.27K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.21% |
$701 - $708
|
12.2K
$308K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.07% |
$27 - $27.2
|
1.36K
$34.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$27 - $27.2
|
805
$20.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.5K- 1.59% |
$40.5K - $40.9K
|
92.7K
$2.34M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.89KClosed |
$213K - $215K
|
0
$0
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.1KClosed |
$353K - $357K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 57.82% |
$506K - $511K
|
13.7K
$345K
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.1KClosed |
$839K - $848K
|
0
$0
|