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 |
---|---|---|---|---|---|---|---|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.89K+ 243.44% |
$49.9K - $50.1K
|
2.67K
$0
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$40.1K - $40.2K
|
1.52K
$0
|
|
Jan 15, 2021
Q4 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.35K+ 6.57% |
$35.5K - $35.6K
|
21.8K
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.03KNew |
$27.1K - $27.2K
|
1.03K
$0
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
954New |
$25.1K - $25.2K
|
954
$0
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
894New |
$23.6K - $23.6K
|
894
$0
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
794+ 9.72% |
$20.9K - $21K
|
8.97K
$0
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
793+ 5.7% |
$20.9K - $21K
|
14.7K
$0
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
793+ 11.44% |
$20.9K - $21K
|
7.72K
$0
|
|
Feb 11, 2021
Q4 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
614+ 4.08% |
$16.2K - $16.2K
|
15.7K
$0
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
491+ 2.09% |
$12.9K - $13K
|
24K
$0
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
425+ 5.29% |
$11.2K - $11.2K
|
8.46K
$0
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
371+ 1.08% |
$9.78K - $9.81K
|
34.7K
$0
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
282New |
$7.43K - $7.46K
|
282
$0
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
238+ 0.39% |
$6.27K - $6.3K
|
61.9K
$0
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194+ 0.48% |
$5.11K - $5.13K
|
40.4K
$0
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
94+ 0.45% |
$2.48K - $2.49K
|
21.1K
$0
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36+ 0.34% |
$949 - $952
|
10.6K
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 1.9% |
$738 - $741
|
1.5K
$0
|
|
Feb 05, 2021
Q4 2020
|
Emerald Advisors, LLC
|
BUY
|
- |
12+ 0.12% |
$316 - $317
|
10K
$0
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$26.4 - $26.5
|
391
$0
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-40- 0.07% |
$1.05K - $1.06K
|
60.2K
$0
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-55- 0.09% |
$1.45K - $1.45K
|
62.6K
$0
|
|
Feb 12, 2021
Q4 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-100- 0.27% |
$2.64K - $2.65K
|
37.2K
$0
|
|
Feb 02, 2021
Q4 2020
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-170- 0.98% |
$4.48K - $4.5K
|
17.1K
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-436- 0.92% |
$11.5K - $11.5K
|
46.8K
$0
|
|
Jan 25, 2021
Q4 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-439- 0.32% |
$11.6K - $11.6K
|
137K
$0
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-448- 2.53% |
$11.8K - $11.8K
|
17.3K
$0
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-500- 0.44% |
$13.2K - $13.2K
|
114K
$0
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 4.74% |
$18.5K - $18.5K
|
14.1K
$0
|
|
Feb 02, 2021
Q4 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-1K- 5.93% |
$26.4K - $26.5K
|
15.9K
$0
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
SELL
|
- |
-2.48K- 12.29% |
$65.2K - $65.5K
|
17.7K
$0
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-2.87K- 2.17% |
$75.5K - $75.8K
|
129K
$0
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-3.18K- 0.87% |
$83.7K - $84K
|
361K
$0
|
|
Jan 13, 2021
Q4 2020
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.61K- 3.05% |
$95.1K - $95.4K
|
115K
$0
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.77K- 17.59% |
$99.4K - $99.8K
|
17.7K
$0
|
|
Jan 29, 2021
Q4 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.79K- 4.16% |
$99.8K - $100K
|
87.3K
$0
|
|
Feb 08, 2021
Q4 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.8K- 6.3% |
$100K - $101K
|
56.5K
$0
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-4.55K- 12.38% |
$120K - $120K
|
32.2K
$0
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
SELL
|
- |
-5.23K- 28.0% |
$138K - $138K
|
13.5K
$0
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.31K- 7.13% |
$140K - $140K
|
69.1K
$0
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.3K- 15.46% |
$166K - $167K
|
34.4K
$0
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.61K- 87.61% |
$174K - $175K
|
935
$0
|
|
Feb 04, 2021
Q4 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-7.02K- 18.37% |
$185K - $186K
|
31.2K
$0
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.45K- 4.79% |
$223K - $224K
|
168K
$0
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2KClosed |
$322K - $323K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.8KClosed |
$365K - $366K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.5K- 37.63% |
$382K - $383K
|
24K
$0
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-16.6K- 1.61% |
$437K - $438K
|
1.01M
$0
|