Purchases and Sales Made in Q1 2022 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 2022. 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 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.72M+ 2542.59% |
$44.6M - $44.9M
|
1.79M
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133K+ 248.76% |
$3.44M - $3.46M
|
186K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.3K+ 7.39% |
$1.64M - $1.65M
|
920K
$0
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
33.5K+ 31.46% |
$867K - $873K
|
140K
$0
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.2KNew |
$704K - $709K
|
27.2K
$0
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
24.9K+ 57.84% |
$644K - $648K
|
67.9K
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20.6KNew |
$532K - $536K
|
20.6K
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.4K+ 190.16% |
$528K - $532K
|
31.1K
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.4K+ 95.72% |
$527K - $531K
|
41.6K
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
18.1K+ 12.81% |
$468K - $471K
|
159K
$0
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
17.8KNew |
$461K - $464K
|
17.8K
$0
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
17KNew |
$441K - $444K
|
17K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.8K+ 82.2% |
$436K - $439K
|
37.3K
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 48.13% |
$409K - $412K
|
48.7K
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
12.3K+ 7.95% |
$319K - $321K
|
167K
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.28K+ 211.9% |
$240K - $242K
|
13.7K
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.84K+ 0.88% |
$229K - $231K
|
1.02M
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.76KNew |
$227K - $228K
|
8.76K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.64K+ 5.36% |
$224K - $225K
|
170K
$0
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7.81K+ 10.48% |
$202K - $204K
|
82.4K
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.71KNew |
$200K - $201K
|
7.71K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.41K+ 2.91% |
$192K - $193K
|
262K
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
4.5KNew |
$117K - $117K
|
4.5K
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.38K+ 48.34% |
$113K - $114K
|
13.4K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.17K+ 3.39% |
$82.1K - $82.6K
|
96.8K
$0
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.35K+ 23.42% |
$60.8K - $61.2K
|
12.4K
$0
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.95K+ 9.72% |
$50.6K - $50.9K
|
22.1K
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.76K+ 3.79% |
$45.6K - $45.9K
|
48.2K
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 1.32% |
$45.1K - $45.4K
|
134K
$0
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.41K+ 14.54% |
$36.4K - $36.7K
|
11.1K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 7.89% |
$28.3K - $28.5K
|
15K
$0
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
957New |
$24.8K - $24.9K
|
957
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
870New |
$22.5K - $22.7K
|
870
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
822+ 1.83% |
$21.3K - $21.4K
|
45.8K
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
668+ 2024.24% |
$17.3K - $17.4K
|
701
$0
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
595+ 2.8% |
$15.4K - $15.5K
|
21.9K
$0
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
576+ 1.06% |
$14.9K - $15K
|
55.1K
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
434+ 2.53% |
$11.2K - $11.3K
|
17.6K
$0
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
177+ 0.1% |
$4.58K - $4.61K
|
175K
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
115+ 0.38% |
$2.98K - $3K
|
30.7K
$0
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25+ 0.14% |
$647 - $652
|
17.3K
$0
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17+ 0.16% |
$440 - $443
|
10.8K
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.09% |
$414 - $417
|
18.5K
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.01% |
$77.7 - $78.2
|
21.2K
$0
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.25% |
$25.9 - $26.1
|
406
$0
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.25% |
$25.9 - $26.1
|
397
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-114- 0.78% |
$2.95K - $2.97K
|
14.5K
$0
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-139- 1.73% |
$3.6K - $3.62K
|
7.91K
$0
|