Latest Institutional Sells of Ishares Ibonds Dec 2022 Term M (IBMK)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2022 Term M (IBMK) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale 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
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.63M- 96.14% |
$42.1M - $42.3M
|
65.5K
$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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 25.78% |
$3.67M - $3.68M
|
409K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 8.96% |
$3.16M - $3.17M
|
1.24M
$0
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-87.8K- 66.8% |
$2.27M - $2.28M
|
43.6K
$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 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-48.3K- 36.86% |
$1.25M - $1.25M
|
82.7K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.7K- 68.92% |
$1.18M - $1.18M
|
20.6K
$0
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44.7K- 41.89% |
$1.16M - $1.16M
|
62.1K
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-39.1K- 16.66% |
$1.01M - $1.01M
|
196K
$0
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-33.6K- 21.76% |
$869K - $872K
|
121K
$0
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-28.1KClosed |
$726K - $728K
|
0
$0
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25.2K- 35.56% |
$650K - $653K
|
45.6K
$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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 12.02% |
$580K - $582K
|
164K
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.1K- 9.56% |
$441K - $443K
|
162K
$0
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.7K- 6.65% |
$406K - $407K
|
221K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13.8K- 7.94% |
$358K - $359K
|
161K
$0
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 13.47% |
$301K - $302K
|
74.8K
$0
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.6K- 52.74% |
$274K - $275K
|
9.5K
$0
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 12.42% |
$268K - $269K
|
73.2K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.42K- 8.88% |
$243K - $244K
|
96.7K
$0
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.85K- 5.18% |
$203K - $204K
|
144K
$0
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.5K- 1.72% |
$168K - $168K
|
372K
$0
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.4K- 2.44% |
$165K - $166K
|
257K
$0
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.44K- 17.74% |
$141K - $141K
|
25.2K
$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 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.06K- 4.06% |
$131K - $131K
|
120K
$0
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 9.95% |
$98.2K - $98.5K
|
34.4K
$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
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.01K- 7.71% |
$77.7K - $78K
|
36K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 5.68% |
$75.9K - $76.2K
|
48.8K
$0
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.68K- 19.56% |
$69.1K - $69.4K
|
11K
$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
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.48K- 22.99% |
$64K - $64.2K
|
8.3K
$0
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.38K- 6.39% |
$61.4K - $61.7K
|
34.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.15K- 15.35% |
$55.5K - $55.7K
|
11.8K
$0
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.8KClosed |
$46.5K - $46.7K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.43K- 11.54% |
$36.9K - $37K
|
10.9K
$0
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 9.36% |
$32K - $32.1K
|
12K
$0
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-700- 1.14% |
$18.1K - $18.1K
|
60.5K
$0
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-635- 0.41% |
$16.4K - $16.5K
|
155K
$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
|
Nova Point Capital, LLC
|
SELL
|
- |
-569- 6.72% |
$14.7K - $14.7K
|
7.9K
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-530- 10.48% |
$13.7K - $13.7K
|
4.53K
$0
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-405- 0.99% |
$10.5K - $10.5K
|
40.3K
$0
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-203- 2.19% |
$5.24K - $5.26K
|
9.08K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 1.47% |
$775 - $778
|
2.01K
$0
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-13- 0.11% |
$336 - $337
|
12.1K
$0
|