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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.8KNew |
$203K - $204K
|
7.8K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.5KClosed |
$742K - $745K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-15.7KClosed |
$408K - $410K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.73% |
$26 - $26.2
|
138
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.4KClosed |
$921K - $926K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.34KClosed |
$113K - $113K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-379Closed |
$9.87K - $9.92K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.99KClosed |
$208K - $209K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25.5K- 25.36% |
$663K - $666K
|
74.9K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-13.1KClosed |
$341K - $342K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-19.8KClosed |
$515K - $517K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.72KClosed |
$253K - $254K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
278+ 0.6% |
$7.24K - $7.28K
|
46.4K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-17.7KClosed |
$462K - $464K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-717- 1.15% |
$18.7K - $18.8K
|
61.9K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-12.7KClosed |
$330K - $331K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-648Closed |
$16.9K - $17K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-655- 25.16% |
$17.1K - $17.2K
|
1.95K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-88- 1.72% |
$2.3K - $2.31K
|
5.02K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.94KClosed |
$129K - $130K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
897New |
$23.5K - $23.6K
|
897
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10KClosed |
$262K - $263K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 22.86% |
$105K - $105K
|
13.5K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.13KClosed |
$29.6K - $29.7K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-11.5KClosed |
$302K - $303K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304Closed |
$7.97K - $8.01K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-762- 22.82% |
$20K - $20.1K
|
2.58K
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-8.36KClosed |
$219K - $220K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.32KClosed |
$218K - $219K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7KClosed |
$184K - $184K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.1KNew |
$395K - $397K
|
15.1K
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9KNew |
$734K - $737K
|
27.9K
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600Closed |
$15.8K - $15.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.52KClosed |
$40K - $40.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-954Closed |
$25.1K - $25.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.61K- 87.61% |
$174K - $175K
|
935
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
42.2KNew |
$1.11M - $1.12M
|
42.2K
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.03KNew |
$27.1K - $27.2K
|
1.03K
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
894New |
$23.6K - $23.6K
|
894
$0
|
|
| Q3 2020 | |||||||
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-24.4KClosed |
$643K - $647K
|
0
$0
|
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2K+ 50.0% |
$52.8K - $53.1K
|
6K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Simmons Bank
|
SELL
|
- |
-9.06KClosed |
$239K - $241K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.02KClosed |
$26.8K - $27K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-235KClosed |
$6.19M - $6.23M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-15.4KClosed |
$406K - $409K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.93KClosed |
$50.9K - $51.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13K+ 60.06% |
$333K - $345K
|
34.7K
$0
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-390Closed |
$9.99K - $10.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Roof Eidam & Maycock
|
BUY
|
- |
2.13K+ 5.53% |
$54.4K - $56.4K
|
40.6K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-367Closed |
$9.4K - $9.73K
|
0
$0
|
|