Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
674KNew |
$17.7M - $17.8M
|
674K
$0
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.8KNew |
$2.41M - $2.42M
|
91.8K
$0
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
34KNew |
$890K - $895K
|
34K
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.7KNew |
$754K - $757K
|
28.7K
$0
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 43.91% |
$719K - $723K
|
89.9K
$0
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.4K+ 9.07% |
$638K - $642K
|
293K
$0
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
24.3K+ 67.73% |
$638K - $641K
|
60.2K
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.7K+ 115.7% |
$621K - $624K
|
44.2K
$0
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
22.2K+ 100.29% |
$581K - $584K
|
44.3K
$0
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20K+ 9.7% |
$525K - $527K
|
226K
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8KNew |
$439K - $442K
|
16.8K
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.3K+ 9.67% |
$428K - $431K
|
185K
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.8K+ 7.15% |
$415K - $417K
|
237K
$0
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
15.2K+ 6.23% |
$398K - $400K
|
259K
$0
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
10.8K+ 8.14% |
$283K - $285K
|
144K
$0
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$263K - $264K
|
10K
$0
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
10KNew |
$262K - $264K
|
10K
$0
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.92KNew |
$260K - $261K
|
9.92K
$0
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.29K+ 57.32% |
$244K - $245K
|
25.5K
$0
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.14K+ 10.79% |
$240K - $241K
|
93.9K
$0
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.45K+ 76.2% |
$195K - $196K
|
17.2K
$0
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.46K+ 9.3% |
$143K - $144K
|
64.2K
$0
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.1K+ 3.03% |
$134K - $134K
|
173K
$0
|
|
Aug 03, 2021
Q2 2021
|
Estate Counselors, LLC
|
BUY
|
- |
4.73K+ 3.84% |
$124K - $125K
|
128K
$0
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.72K+ 22.51% |
$97.5K - $98K
|
20.2K
$0
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.5K+ 3.61% |
$91.8K - $92.3K
|
100K
$0
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.5K+ 19.31% |
$91.8K - $92.2K
|
21.6K
$0
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
3.11K+ 2.17% |
$81.6K - $82K
|
147K
$0
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.05K+ 6.77% |
$79.9K - $80.3K
|
48.1K
$0
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
2.7K+ 2.57% |
$70.8K - $71.1K
|
108K
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.58K+ 1.25% |
$67.7K - $68K
|
209K
$0
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.27KNew |
$59.5K - $59.8K
|
2.27K
$0
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.9K+ 15.57% |
$49.8K - $50.1K
|
14.1K
$0
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.2K+ 14.28% |
$31.4K - $31.6K
|
9.59K
$0
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.08K+ 1.39% |
$28.4K - $28.6K
|
78.9K
$0
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
840+ 5.33% |
$22K - $22.1K
|
16.6K
$0
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
801+ 2.45% |
$21K - $21.1K
|
33.5K
$0
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
706+ 7.86% |
$18.5K - $18.6K
|
9.69K
$0
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
687+ 2.45% |
$18K - $18.1K
|
28.7K
$0
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
648New |
$17K - $17.1K
|
648
$0
|
|
Aug 09, 2021
Q2 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
600+ 1.48% |
$15.7K - $15.8K
|
41.3K
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
565+ 1.26% |
$14.8K - $14.9K
|
45.3K
$0
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
500+ 0.68% |
$13.1K - $13.2K
|
73.6K
$0
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
475New |
$12.5K - $12.5K
|
475
$0
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
411+ 0.98% |
$10.8K - $10.8K
|
42.2K
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
381+ 4.41% |
$9.99K - $10K
|
9.03K
$0
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
380+ 1.59% |
$9.96K - $10K
|
24.3K
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
167+ 0.76% |
$4.38K - $4.4K
|
22.2K
$0
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
151+ 0.24% |
$3.96K - $3.98K
|
62.1K
$0
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 1.9% |
$2.62K - $2.64K
|
5.36K
$0
|