Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
129K+ 64.84% |
$3.37M - $3.39M
|
329K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.9K+ 106.65% |
$2.37M - $2.38M
|
176K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.4K+ 6.64% |
$1.39M - $1.4M
|
857K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
51.4KNew |
$1.34M - $1.35M
|
51.4K
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
49.8K+ 259.2% |
$1.3M - $1.3M
|
69K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
42K+ 65.25% |
$1.09M - $1.1M
|
106K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.9K+ 106.6% |
$856K - $860K
|
63.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.9KNew |
$856K - $860K
|
32.9K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
25.1KNew |
$653K - $656K
|
25.1K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
23.3KNew |
$606K - $609K
|
23.3K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.3KNew |
$554K - $556K
|
21.3K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
18.4K+ 1.85% |
$478K - $481K
|
1.01M
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.8K+ 82.2% |
$438K - $441K
|
37.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 12.19% |
$375K - $376K
|
132K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 5.91% |
$370K - $372K
|
255K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.8K+ 5.81% |
$333K - $335K
|
233K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 27.47% |
$300K - $301K
|
53.4K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11K+ 17.32% |
$287K - $288K
|
74.6K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10.2K+ 12.8% |
$266K - $267K
|
90K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10K+ 2.36% |
$260K - $262K
|
434K
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
9.67KNew |
$252K - $253K
|
9.67K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
8.79K+ 6.02% |
$229K - $230K
|
155K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.8KNew |
$203K - $204K
|
7.8K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.26K+ 2.65% |
$189K - $190K
|
281K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.84K+ 5.09% |
$178K - $179K
|
141K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.41K+ 1.0% |
$167K - $168K
|
650K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.35K+ 2.41% |
$139K - $140K
|
227K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.33K+ 4.85% |
$113K - $113K
|
93.6K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.83K+ 34.99% |
$99.6K - $100K
|
14.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 8.52% |
$78.1K - $78.5K
|
38.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.97K+ 1.73% |
$77.3K - $77.6K
|
175K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$70.3K - $70.7K
|
2.7K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.63K+ 10.17% |
$68.5K - $68.8K
|
28.5K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.13K+ 5.21% |
$55.5K - $55.7K
|
43K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.98K+ 2.04% |
$51.6K - $51.9K
|
98.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.59K+ 3.54% |
$41.3K - $41.5K
|
46.4K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 3.18% |
$36.1K - $36.2K
|
45K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.37K+ 6.87% |
$35.6K - $35.8K
|
21.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 0.55% |
$27.1K - $27.2K
|
190K
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1KNew |
$26K - $26.2K
|
1K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
970+ 3.28% |
$25.3K - $25.4K
|
30.6K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
650+ 1.31% |
$16.9K - $17K
|
50.4K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
633+ 3.08% |
$16.5K - $16.6K
|
21.2K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
632+ 1.37% |
$16.5K - $16.5K
|
46.7K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
625+ 0.2% |
$16.3K - $16.4K
|
319K
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
515+ 6.11% |
$13.4K - $13.5K
|
8.94K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
278+ 0.6% |
$7.24K - $7.28K
|
46.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
228+ 1.25% |
$5.94K - $5.97K
|
18.4K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
215+ 0.09% |
$5.6K - $5.63K
|
244K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
153+ 1.94% |
$3.98K - $4K
|
8.05K
$0
|