Purchases and Sales Made in Q1 2021 in Ishares Ibonds Dec 2022 Term M (IBMK)

IBMK Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2022 Term M (IBMK) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2022 TERM M.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
258K
New
$6.79M - $6.82M
258K $0
May 14, 2021 Q1 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
124K
+ 178.72%
$3.25M - $3.26M
193K $0
Jun 02, 2021 Q1 2021
Regions Financial Corp

BUY
 -
94.9K
+ 195.44%
$2.5M - $2.51M
143K $0
Apr 29, 2021 Q1 2021
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
77.8K
New
$2.05M - $2.05M
77.8K $0
May 07, 2021 Q1 2021
Mariner, LLC

Overland Park, KS
BUY
 -
64.3K
+ 57.93%
$1.69M - $1.7M
175K $0
May 13, 2021 Q1 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
62.8K
+ 10.4%
$1.65M - $1.66M
666K $0
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
54.1K
+ 47.14%
$1.42M - $1.43M
169K $0
May 17, 2021 Q1 2021
Phillips Financial Management, LLC

BUY
 -
47K
+ 94.19%
$1.24M - $1.24M
96.9K $0
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
46.9K
+ 3121.54%
$1.23M - $1.24M
48.5K $0
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
46.8K
+ 21.12%
$1.23M - $1.24M
269K $0
May 11, 2021 Q1 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
28.4K
+ 13.17%
$746K - $750K
244K $0
May 17, 2021 Q1 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
27.9K
New
$734K - $737K
27.9K $0
May 17, 2021 Q1 2021
Truist Financial Corp

BUY
 -
26K
+ 71.03%
$682K - $686K
62.5K $0
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
23.7K
+ 115.7%
$623K - $626K
44.2K $0
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
21.9K
New
$576K - $579K
21.9K $0
Apr 15, 2021 Q1 2021
Leavell Investment Management, Inc.

BUY
 -
21.7K
+ 5.93%
$570K - $572K
387K $0
Apr 12, 2021 Q1 2021
Carnegie Capital Asset Management, LLC

BUY
 -
16.6K
+ 29.28%
$435K - $437K
73.1K $0
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
14.8K
+ 7.72%
$388K - $390K
206K $0
Jul 16, 2021 Q1 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
11.5K
New
$302K - $304K
11.5K $0
May 17, 2021 Q1 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
10.4K
+ 31.65%
$273K - $274K
43.1K $0
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.62K
+ 41.6%
$253K - $254K
32.7K $0
May 06, 2021 Q1 2021
Estate Counselors, LLC

BUY
 -
9.55K
+ 8.4%
$251K - $252K
123K $0
May 18, 2021 Q1 2021
Paradiem, LLC

BUY
 -
8.47K
+ 15.58%
$223K - $224K
62.8K $0
May 06, 2021 Q1 2021
Avantax Planning Partners, Inc.

BUY
 -
7.46K
+ 13.77%
$196K - $197K
61.6K $0
May 17, 2021 Q1 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.2K
+ 30.0%
$189K - $190K
31.2K $0
Apr 30, 2021 Q1 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
7K
New
$184K - $185K
7K $0
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
5.66K
+ 1.57%
$149K - $149K
367K $0
May 13, 2021 Q1 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
5.11K
New
$134K - $135K
5.11K $0
May 12, 2021 Q1 2021
Bradley & Co. Private Wealth Management, LLC

BUY
 -
4.94K
New
$130K - $130K
4.94K $0
May 03, 2021 Q1 2021
Sandy Spring Bank

BUY
 -
4.2K
+ 13.04%
$110K - $111K
36.4K $0
May 10, 2021 Q1 2021
Lincoln National Corp

BUY
 -
3.64K
+ 2.81%
$95.6K - $96K
133K $0
May 13, 2021 Q1 2021
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
3.51K
+ 9.45%
$92.3K - $92.7K
40.7K $0
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.15K
New
$82.9K - $83.3K
3.15K $0
Apr 29, 2021 Q1 2021
Sky Oak Wealth, LLC

BUY
 -
2.15K
+ 27.32%
$56.5K - $56.8K
10K $0
May 24, 2021 Q1 2021
Advisory Services Network, LLC

BUY
 -
2.05K
+ 26.55%
$53.9K - $54.2K
9.78K $0
May 11, 2021 Q1 2021
Princeton Global Asset Management LLC

BUY
 -
1.89K
+ 18.37%
$49.8K - $50K
12.2K $0
May 03, 2021 Q1 2021
Sonata Capital Group Inc

BUY
 -
1.81K
+ 1.75%
$47.6K - $47.8K
105K $0
May 04, 2021 Q1 2021
Valmark Advisers, Inc.

BUY
 -
1.66K
+ 3.82%
$43.6K - $43.8K
45K $0
May 14, 2021 Q1 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.26K
New
$33.2K - $33.4K
1.26K $0
May 13, 2021 Q1 2021
Integrated Wealth Concepts LLC

BUY
 -
1.23K
+ 4.61%
$32.4K - $32.6K
28K $0
May 17, 2021 Q1 2021
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
932
+ 1.26%
$24.5K - $24.6K
74.9K $0
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

BUY
 -
764
+ 4.33%
$20.1K - $20.2K
18.4K $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
555
+ 20.77%
$14.6K - $14.7K
3.23K $0
May 17, 2021 Q1 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
455
New
$12K - $12K
455 $0
May 14, 2021 Q1 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
402
New
$10.6K - $10.6K
402 $0
Apr 20, 2021 Q1 2021
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
379
New
$9.97K - $10K
379 $0
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
334
+ 1.95%
$8.78K - $8.82K
17.5K $0
May 07, 2021 Q1 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
304
New
$8K - $8.03K
304 $0
Apr 27, 2021 Q1 2021
Stratos Wealth Partners, Ltd.

BUY
 -
247
+ 1.46%
$6.5K - $6.53K
17.2K $0

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