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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-48.9KClosed |
$1.27M - $1.27M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38.8K- 21.6% |
$1M - $1.01M
|
141K
$0
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-28.4KClosed |
$735K - $737K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-12.5KClosed |
$324K - $324K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-11.1K- 50.58% |
$286K - $287K
|
10.8K
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-9.52KClosed |
$246K - $247K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-8.22KClosed |
$213K - $213K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-7.5K- 38.22% |
$194K - $195K
|
12.1K
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.38K- 32.69% |
$139K - $140K
|
11.1K
$0
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.78K- 22.07% |
$124K - $124K
|
16.9K
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.65K- 28.31% |
$94.4K - $94.7K
|
9.24K
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 11.04% |
$77.6K - $77.9K
|
24.2K
$0
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.2K- 6.55% |
$56.9K - $57K
|
31.3K
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.09K- 7.31% |
$28.3K - $28.4K
|
13.9K
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.03KClosed |
$26.6K - $26.7K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-957Closed |
$24.8K - $24.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-870Closed |
$22.5K - $22.6K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-713- 1.14% |
$18.5K - $18.5K
|
62.1K
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-555Closed |
$14.4K - $14.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-378- 4.99% |
$9.78K - $9.81K
|
7.19K
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-287Closed |
$7.43K - $7.45K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-109- 0.67% |
$2.82K - $2.83K
|
16.2K
$0
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-62- 0.27% |
$1.6K - $1.61K
|
23.2K
$0
|
|
Q1 2022 | |||||||
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-19.4KClosed |
$501K - $505K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-12.9KClosed |
$333K - $336K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-11.6K- 52.92% |
$300K - $302K
|
10.3K
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.38KClosed |
$243K - $244K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-7.88KClosed |
$204K - $205K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.87K- 19.44% |
$74.3K - $74.8K
|
11.9K
$0
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.8KClosed |
$72.5K - $73K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$69.9K - $70.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.18KClosed |
$30.5K - $30.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1KClosed |
$25.9K - $26.1K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-855- 0.78% |
$22.1K - $22.3K
|
109K
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.4KClosed |
$921K - $926K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.5KClosed |
$742K - $745K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25.5K- 25.36% |
$663K - $666K
|
74.9K
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-19.8KClosed |
$515K - $517K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-17.7KClosed |
$462K - $464K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-15.7KClosed |
$408K - $410K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-13.1KClosed |
$341K - $342K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-12.7KClosed |
$330K - $331K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.72KClosed |
$253K - $254K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.99KClosed |
$208K - $209K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.99KClosed |
$208K - $209K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.34KClosed |
$113K - $113K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-717- 1.15% |
$18.7K - $18.8K
|
61.9K
$0
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-379Closed |
$9.87K - $9.92K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10KClosed |
$262K - $263K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.94KClosed |
$129K - $130K
|
0
$0
|