Latest Institutional Transactions on Ishares Ibonds Dec 2022 Term M (IBMK)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2022 Term M (IBMK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.7KClosed |
$0 - $278K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.25% |
$0 - $25.9
|
399
$0
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.8KClosed |
$46.5K - $46.7K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.01K- 7.71% |
$77.7K - $78K
|
36K
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.27% |
$723 - $726
|
10.3K
$0
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25.2K- 35.56% |
$650K - $653K
|
45.6K
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.5K+ 280.69% |
$788K - $791K
|
41.4K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
19K+ 67.06% |
$491K - $493K
|
47.4K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.85KNew |
$229K - $229K
|
8.85K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.06K- 4.06% |
$131K - $131K
|
120K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.08% |
$387 - $389
|
18.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.1K- 9.56% |
$441K - $443K
|
162K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.03% |
$155 - $156
|
23.3K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.25% |
$25.8 - $25.9
|
408
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.7K+ 5.42% |
$1.59M - $1.6M
|
1.2M
$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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.4K- 2.44% |
$165K - $166K
|
257K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.6K+ 166.55% |
$2.24M - $2.25M
|
139K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92.8K+ 31.95% |
$2.4M - $2.41M
|
383K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$155 - $156
|
24.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.03% |
$129 - $130
|
17.7K
$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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 11.16% |
$481K - $483K
|
185K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 5.68% |
$75.9K - $76.2K
|
48.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
966+ 7.96% |
$25K - $25K
|
13.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63KNew |
$1.63M - $1.63M
|
63K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-405- 0.99% |
$10.5K - $10.5K
|
40.3K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 17.94% |
$327K - $328K
|
83.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-617- 0.61% |
$15.9K - $16K
|
99.7K
$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 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61K- 5.23% |
$67.3K - $67.5K
|
47.2K
$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
|
Vista Finance, LLC
|
SELL
|
- |
-48.3K- 36.86% |
$1.25M - $1.25M
|
82.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-202K- 63.75% |
$5.22M - $5.24M
|
115K
$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 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
126K+ 95.81% |
$3.26M - $3.27M
|
258K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13.8K- 7.94% |
$358K - $359K
|
161K
$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 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.42K- 8.88% |
$243K - $244K
|
96.7K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
9.4K+ 13.91% |
$243K - $244K
|
77K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$2.49M - $2.5M
|
96.5K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.2KNew |
$212K - $213K
|
8.2K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 0.67% |
$28.7K - $28.8K
|
166K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16KNew |
$29.9K - $30K
|
1.16K
$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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.7K- 6.65% |
$406K - $407K
|
221K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-24.4K- 33.37% |
$629K - $631K
|
48.6K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.12KNew |
$210K - $210K
|
8.12K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 12.02% |
$580K - $582K
|
164K
$0
|
|