Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 23.52% |
$3.03M - $3.04M
|
604K
$0
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
92.6KNew |
$2.44M - $2.45M
|
92.6K
$0
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
75KNew |
$1.98M - $1.98M
|
75K
$0
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
74.9K+ 53.31% |
$1.97M - $1.98M
|
215K
$0
|
|
Feb 11, 2021
Q4 2020
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
74KNew |
$1.95M - $1.96M
|
74K
$0
|
|
Jan 29, 2021
Q4 2020
|
Paradiem, LLC
|
BUY
|
- |
54.3KNew |
$1.43M - $1.44M
|
54.3K
$0
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
42.2KNew |
$1.11M - $1.12M
|
42.2K
$0
|
|
Jan 11, 2021
Q4 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
38K+ 230.46% |
$1M - $1.01M
|
54.5K
$0
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30K+ 35.43% |
$792K - $794K
|
115K
$0
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.8K+ 8.86% |
$784K - $787K
|
365K
$0
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 14.91% |
$758K - $761K
|
222K
$0
|
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.6K+ 76.05% |
$700K - $702K
|
61.5K
$0
|
|
Jan 19, 2021
Q4 2020
|
Lantz Financial LLC
|
BUY
|
- |
24.3KNew |
$641K - $644K
|
24.3K
$0
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9K+ 21.52% |
$631K - $633K
|
135K
$0
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.7K+ 115.7% |
$625K - $627K
|
44.2K
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.9K+ 9.16% |
$525K - $527K
|
237K
$0
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
18.9K+ 22.33% |
$497K - $499K
|
103K
$0
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 13369.47% |
$462K - $463K
|
17.6K
$0
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
14.9KNew |
$392K - $394K
|
14.9K
$0
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 12.98% |
$336K - $337K
|
111K
$0
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12.5KNew |
$330K - $331K
|
12.5K
$0
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
12K+ 49.19% |
$318K - $319K
|
36.5K
$0
|
|
Feb 12, 2021
Q4 2020
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$276K - $277K
|
10.5K
$0
|
|
Feb 10, 2021
Q4 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.48K+ 70.34% |
$250K - $251K
|
23K
$0
|
|
Feb 02, 2021
Q4 2020
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.39KNew |
$221K - $222K
|
8.39K
$0
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
8.29KNew |
$219K - $219K
|
8.29K
$0
|
|
Feb 11, 2021
Q4 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
7.91K+ 30.88% |
$208K - $209K
|
33.5K
$0
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.6K+ 39.65% |
$200K - $201K
|
26.8K
$0
|
|
Mar 05, 2021
Q4 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.17K+ 4.3% |
$189K - $190K
|
174K
$0
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.55K+ 2.86% |
$173K - $173K
|
235K
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.02K+ 38.0% |
$159K - $159K
|
21.9K
$0
|
|
Jan 11, 2021
Q4 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5.5K+ 2.76% |
$145K - $145K
|
205K
$0
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$141K - $141K
|
5.34K
$0
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.29K+ 23.28% |
$113K - $113K
|
22.7K
$0
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.17K+ 21.99% |
$110K - $110K
|
23.1K
$0
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.86K+ 7.68% |
$102K - $102K
|
54.1K
$0
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.78K+ 9.55% |
$99.6K - $100K
|
43.4K
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.68K+ 30.87% |
$97.1K - $97.4K
|
15.6K
$0
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
3.34KNew |
$88K - $88.3K
|
3.34K
$0
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 1.63% |
$87.5K - $87.8K
|
207K
$0
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.25K+ 18.18% |
$85.7K - $86K
|
21.1K
$0
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.18K+ 69.49% |
$83.8K - $84.1K
|
7.76K
$0
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.84K+ 37.92% |
$74.7K - $75K
|
10.3K
$0
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.82K+ 1.96% |
$74.4K - $74.6K
|
147K
$0
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.67K+ 61.62% |
$70.4K - $70.7K
|
7.01K
$0
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.64K+ 3.0% |
$69.5K - $69.7K
|
90.4K
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.61K+ 8.66% |
$68.9K - $69.1K
|
32.8K
$0
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 3.0% |
$68K - $68.3K
|
88.7K
$0
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
BUY
|
- |
2.21KNew |
$58.2K - $58.4K
|
2.21K
$0
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.06K+ 13.64% |
$54.2K - $54.4K
|
17.1K
$0
|