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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
81+ 6.41% |
$2.12K - $2.13K
|
1.34K
$0
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
62+ 0.29% |
$1.63K - $1.63K
|
21.2K
$0
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
34+ 0.2% |
$891 - $896
|
17.2K
$0
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.3% |
$787 - $791
|
10.1K
$0
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30+ 0.17% |
$787 - $791
|
17.3K
$0
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
24+ 0.23% |
$629 - $632
|
10.7K
$0
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.1% |
$472 - $474
|
17.7K
$0
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$131 - $132
|
5.34K
$0
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.35% |
$26.2 - $26.4
|
284
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$26.2 - $26.4
|
393
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- 0.01% |
$26.2 - $26.4
|
17.2K
$0
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-29- 0.2% |
$760 - $764
|
14.8K
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33- 0.04% |
$865 - $870
|
87.5K
$0
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 1.27% |
$1.05K - $1.05K
|
3.11K
$0
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 16.48% |
$1.97K - $1.98K
|
380
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-173- 0.4% |
$4.54K - $4.56K
|
43K
$0
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-195- 1.28% |
$5.11K - $5.14K
|
15.1K
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304Closed |
$7.97K - $8.01K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-400Closed |
$10.5K - $10.5K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-479- 3.95% |
$12.6K - $12.6K
|
11.6K
$0
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-700- 6.12% |
$18.4K - $18.4K
|
10.7K
$0
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-762- 22.82% |
$20K - $20.1K
|
2.58K
$0
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-769- 5.26% |
$20.2K - $20.3K
|
13.8K
$0
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-910- 1.03% |
$23.9K - $24K
|
87.4K
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.13KClosed |
$29.6K - $29.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.21K- 6.02% |
$31.8K - $31.9K
|
18.9K
$0
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.45K- 1.08% |
$38K - $38.2K
|
133K
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.56K- 8.47% |
$40.9K - $41.1K
|
16.9K
$0
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.75K- 0.89% |
$45.9K - $46.1K
|
196K
$0
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 1.27% |
$53.7K - $54K
|
160K
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.43K- 34.6% |
$63.6K - $63.9K
|
4.58K
$0
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 1.8% |
$82.7K - $83.1K
|
172K
$0
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.43K- 9.77% |
$89.8K - $90.3K
|
31.6K
$0
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 2.68% |
$89.8K - $90.3K
|
124K
$0
|
|
Jul 26, 2021
Q2 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.66K- 11.23% |
$95.9K - $96.4K
|
28.9K
$0
|
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 22.86% |
$105K - $105K
|
13.5K
$0
|
|
Jul 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.35K- 3.96% |
$114K - $115K
|
106K
$0
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-4.43K- 12.17% |
$116K - $117K
|
32K
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.84K- 27.73% |
$127K - $128K
|
12.6K
$0
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.44K- 32.06% |
$169K - $170K
|
13.6K
$0
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7KClosed |
$184K - $184K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-8.26KClosed |
$217K - $218K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.32KClosed |
$218K - $219K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-8.36KClosed |
$219K - $220K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.77K- 20.16% |
$256K - $257K
|
38.7K
$0
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.2K- 15.54% |
$292K - $294K
|
60.6K
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-11.5KClosed |
$302K - $303K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-14.4K- 1.47% |
$378K - $380K
|
968K
$0
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.4K- 23.45% |
$379K - $381K
|
47.2K
$0
|