Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
782K+ 133.88% |
$20.2M - $20.3M
|
1.37M
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
259K+ 832.88% |
$6.71M - $6.73M
|
290K
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
217K+ 23.61% |
$5.62M - $5.64M
|
1.14M
$0
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
183KNew |
$4.74M - $4.75M
|
183K
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
137K+ 734.43% |
$3.54M - $3.55M
|
156K
$0
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
132KNew |
$3.41M - $3.42M
|
132K
$0
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
BUY
|
- |
131KNew |
$3.39M - $3.4M
|
131K
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
119K+ 11.69% |
$3.08M - $3.09M
|
1.14M
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
79.2K+ 151.66% |
$2.05M - $2.05M
|
131K
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
67.8K+ 40.57% |
$1.75M - $1.76M
|
235K
$0
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.4K+ 13.72% |
$1.72M - $1.72M
|
550K
$0
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.4K+ 13.72% |
$1.72M - $1.72M
|
550K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.5K+ 137.53% |
$1.62M - $1.62M
|
108K
$0
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
56.1K+ 54.05% |
$1.45M - $1.46M
|
160K
$0
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.7K+ 237.25% |
$1.29M - $1.29M
|
70.6K
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.1K+ 227.63% |
$1.19M - $1.2M
|
66.3K
$0
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
35.9KNew |
$930K - $933K
|
35.9K
$0
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
35.4KNew |
$916K - $919K
|
35.4K
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
31.4K+ 74.64% |
$814K - $816K
|
73.6K
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 22.88% |
$795K - $797K
|
165K
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 79.24% |
$592K - $594K
|
51.8K
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.2K+ 158.46% |
$575K - $577K
|
36.3K
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.3K+ 405.36% |
$499K - $500K
|
24K
$0
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
16.2KNew |
$419K - $420K
|
16.2K
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$370K - $371K
|
14.3K
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 8920.39% |
$351K - $352K
|
13.7K
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.3K+ 168.37% |
$345K - $345K
|
21.2K
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 5.23% |
$304K - $305K
|
236K
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
11.7K+ 8.39% |
$304K - $304K
|
152K
$0
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
11.6K+ 115.21% |
$300K - $300K
|
21.6K
$0
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
10.6K+ 59.31% |
$273K - $274K
|
28.4K
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$271K - $272K
|
10.5K
$0
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10KNew |
$259K - $260K
|
10K
$0
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
10KNew |
$259K - $260K
|
10K
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.12K+ 5.38% |
$236K - $237K
|
179K
$0
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.07K+ 9.28% |
$235K - $235K
|
107K
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.2K+ 19.69% |
$212K - $213K
|
49.8K
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.72K+ 88.07% |
$200K - $200K
|
16.5K
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.71KNew |
$199K - $200K
|
7.71K
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
6.21K+ 3.9% |
$161K - $161K
|
165K
$0
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
6.17K+ 8.71% |
$160K - $160K
|
77K
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.37K+ 26.22% |
$139K - $139K
|
25.9K
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4KNew |
$104K - $104K
|
4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.84K+ 7.98% |
$99.5K - $99.7K
|
52K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59K+ 3.71% |
$93K - $93.2K
|
100K
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 196.67% |
$49K - $49.1K
|
2.85K
$0
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 20.48% |
$41.9K - $42K
|
9.53K
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.59KNew |
$41K - $41.1K
|
1.59K
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 190.3% |
$34.5K - $34.6K
|
2.04K
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.19K+ 5.4% |
$30.8K - $30.9K
|
23.3K
$0
|