Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.63M+ 2497.94% |
$42.1M - $42.3M
|
1.7M
$0
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
126K+ 95.81% |
$3.26M - $3.27M
|
258K
$0
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$2.49M - $2.5M
|
96.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92.8K+ 31.95% |
$2.4M - $2.41M
|
383K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.6K+ 166.55% |
$2.24M - $2.25M
|
139K
$0
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63KNew |
$1.63M - $1.63M
|
63K
$0
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.7K+ 5.42% |
$1.59M - $1.6M
|
1.2M
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.1K+ 50.08% |
$1.4M - $1.4M
|
162K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.2K+ 131.59% |
$806K - $809K
|
54.9K
$0
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.5K+ 280.69% |
$788K - $791K
|
41.4K
$0
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
22.1KNew |
$571K - $573K
|
22.1K
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
20.5KNew |
$529K - $531K
|
20.5K
$0
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
19K+ 67.06% |
$491K - $493K
|
47.4K
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 11.16% |
$481K - $483K
|
185K
$0
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
15.4K+ 1.35% |
$398K - $399K
|
1.15M
$0
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
12.9KNew |
$333K - $334K
|
12.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 17.94% |
$327K - $328K
|
83.2K
$0
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
11.7K+ 1401.2% |
$301K - $303K
|
12.5K
$0
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
10KNew |
$258K - $259K
|
10K
$0
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.6KNew |
$248K - $249K
|
9.6K
$0
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
9.4K+ 13.91% |
$243K - $244K
|
77K
$0
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
9.03K+ 5.46% |
$233K - $234K
|
174K
$0
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.85KNew |
$229K - $229K
|
8.85K
$0
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.2KNew |
$212K - $213K
|
8.2K
$0
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.12KNew |
$210K - $210K
|
8.12K
$0
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 28.31% |
$153K - $153K
|
26.8K
$0
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.88K+ 16.36% |
$152K - $152K
|
41.8K
$0
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
5.8K+ 26.83% |
$150K - $150K
|
27.4K
$0
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.86K+ 28.15% |
$99.7K - $100K
|
17.6K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.55K+ 1.53% |
$91.6K - $92K
|
235K
$0
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.29KNew |
$33.2K - $33.3K
|
1.29K
$0
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16KNew |
$29.9K - $30K
|
1.16K
$0
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 0.67% |
$28.7K - $28.8K
|
166K
$0
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 25.95% |
$26.8K - $26.9K
|
5.04K
$0
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
966+ 7.96% |
$25K - $25K
|
13.1K
$0
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
709+ 7.08% |
$18.3K - $18.4K
|
10.7K
$0
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
97+ 1.05% |
$2.51K - $2.51K
|
9.32K
$0
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
57+ 0.28% |
$1.47K - $1.48K
|
20.7K
$0
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.27% |
$723 - $726
|
10.3K
$0
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.16% |
$387 - $389
|
9.55K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.08% |
$387 - $389
|
18.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$155 - $156
|
24.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.03% |
$155 - $156
|
23.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.03% |
$129 - $130
|
17.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.25% |
$25.8 - $25.9
|
408
$0
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.01% |
$25.8 - $25.9
|
17.4K
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-13- 0.11% |
$336 - $337
|
12.1K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 1.47% |
$775 - $778
|
2.01K
$0
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-203- 2.19% |
$5.24K - $5.26K
|
9.08K
$0
|