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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2020
Q2 2020
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.7K- 7.02% |
$69.1K - $71.6K
|
35.8K
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-66.4KClosed |
$1.7M - $1.76M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
943+ 3.96% |
$24.2K - $25K
|
24.7K
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
1.32KNew |
$33.9K - $35.1K
|
1.32K
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-14.3KClosed |
$353K - $378K
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-18.5KClosed |
$459K - $491K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
619New |
$16.2K - $16.2K
|
619
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.03KClosed |
$236K - $237K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
14.3KNew |
$375K - $376K
|
14.3K
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Slate Stone Wealth, LLC
|
BUY
|
- |
21.5KNew |
$562K - $564K
|
21.5K
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-786Closed |
$20.5K - $20.6K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
865KNew |
$22.6M - $22.7M
|
865K
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-12KClosed |
$313K - $316K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.91KClosed |
$232K - $235K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.49KClosed |
$90.9K - $91.9K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.82KClosed |
$152K - $153K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-14.7KClosed |
$381K - $385K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.7KClosed |
$121K - $123K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.24KClosed |
$83.5K - $84.5K
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Trust CO
|
SELL
|
- |
-1.3KClosed |
$33.6K - $34K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-118Closed |
$3.02K - $3.06K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-25.1KClosed |
$643K - $651K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-38.5KClosed |
$985K - $998K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Apr 06, 2020
Q4 2018
|
Archer Investment Corp
|
BUY
|
- |
2KNew |
$50.4K - $51.3K
|
2K
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.36KClosed |
$236K - $240K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.52K - $2.56K
|
100
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.7KClosed |
$347K - $351K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-708Closed |
$18K - $18.1K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.2KNew |
$285K - $288K
|
11.2K
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-422Closed |
$10.7K - $10.8K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
29.3KNew |
$743K - $751K
|
29.3K
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.9KClosed |
$327K - $330K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Monument Capital Management
|
SELL
|
- |
-2.21KClosed |
$56.1K - $56.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26Closed |
$657 - $665
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10.2KNew |
$257K - $260K
|
10.2K
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$254K - $257K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-105- 0.77% |
$2.67K - $2.7K
|
13.6K
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Prospera Financial Services Inc
|
SELL
|
- |
-8KClosed |
$205K - $209K
|
0
$0
|
|
| Q3 2017 | |||||||
|
May 07, 2020
Q3 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-101Closed |
$2.63K - $2.64K
|
0
$0
|
|