Purchases and Sales Made in Q1 2021 in Ishares Ibonds Dec 2022 Term M (IBMK)
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 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
157+ 0.72% |
$4.13K - $4.15K
|
22K
$0
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
128+ 0.82% |
$3.37K - $3.38K
|
15.7K
$0
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
110+ 0.18% |
$2.89K - $2.91K
|
62K
$0
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 0.21% |
$1.16K - $1.16K
|
21.1K
$0
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26+ 0.15% |
$684 - $687
|
17.3K
$0
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.21% |
$500 - $502
|
8.98K
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17+ 0.16% |
$447 - $449
|
10.7K
$0
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.07% |
$342 - $343
|
17.7K
$0
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$52.6 - $52.8
|
5.34K
$0
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$26.3 - $26.4
|
392
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.35% |
$26.3 - $26.4
|
283
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-31- 0.37% |
$815 - $819
|
8.26K
$0
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-79- 0.54% |
$2.08K - $2.09K
|
14.6K
$0
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 1.63% |
$3.68K - $3.7K
|
8.43K
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-155- 0.07% |
$4.08K - $4.1K
|
207K
$0
|
|
May 13, 2021
Q1 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-190- 1.63% |
$5K - $5.02K
|
11.4K
$0
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-268- 1.99% |
$7.05K - $7.08K
|
13.2K
$0
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-379- 3.62% |
$9.97K - $10K
|
10.1K
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-572- 0.42% |
$15K - $15.1K
|
135K
$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
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-862- 3.75% |
$22.7K - $22.8K
|
22.1K
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-954Closed |
$25.1K - $25.2K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.18K- 12.4% |
$31K - $31.1K
|
8.32K
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18K- 1.33% |
$31K - $31.2K
|
87.5K
$0
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.5K- 2.49% |
$39.4K - $39.6K
|
58.7K
$0
|
|
Apr 19, 2021
Q1 2021
|
Lantz Financial LLC
|
SELL
|
- |
-1.52K- 6.23% |
$39.9K - $40.1K
|
22.8K
$0
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.52KClosed |
$40K - $40.2K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.86K- 5.39% |
$48.8K - $49K
|
32.6K
$0
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 13.88% |
$51.3K - $51.6K
|
12.1K
$0
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.04K- 2.26% |
$53.7K - $53.9K
|
88.3K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.09K- 4.47% |
$55.1K - $55.3K
|
44.7K
$0
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.3K- 13.48% |
$60.6K - $60.9K
|
14.8K
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-2.4K- 13.59% |
$63.1K - $63.4K
|
15.3K
$0
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.5K- 32.23% |
$65.8K - $66.1K
|
5.26K
$0
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.57K- 2.95% |
$67.6K - $68K
|
84.7K
$0
|
|
Apr 13, 2021
Q1 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3K- 14.2% |
$78.9K - $79.3K
|
18.1K
$0
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.25K- 4.33% |
$85.5K - $85.9K
|
71.7K
$0
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-4.52K- 21.47% |
$119K - $119K
|
16.5K
$0
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.67K- 21.36% |
$123K - $123K
|
17.2K
$0
|
|
Apr 14, 2021
Q1 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.68K- 4.08% |
$123K - $124K
|
110K
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.31K- 13.14% |
$140K - $140K
|
35.1K
$0
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.83K- 3.35% |
$153K - $154K
|
168K
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.95K- 3.55% |
$157K - $157K
|
162K
$0
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.18KClosed |
$162K - $163K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.5K- 28.61% |
$171K - $172K
|
16.2K
$0
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.2K- 3.52% |
$189K - $190K
|
197K
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.07K- 95.28% |
$212K - $213K
|
400
$0
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.46KClosed |
$222K - $224K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-11.1K- 35.52% |
$292K - $293K
|
20.1K
$0
|