Purchases and Sales Made in Q2 2021 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
144+ 3.34% |
$3.88K - $3.9K
|
4.46K
$116K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87+ 0.78% |
$2.34K - $2.36K
|
11.2K
$291K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 6.19% |
$1.02K - $1.03K
|
652
$17K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.07% |
$296 - $298
|
15.6K
$408K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$108 - $108
|
1.71K
$44.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2+ 0.01% |
$53.9 - $54.2
|
37.1K
$967K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$27 - $27.1
|
506
$13.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15- 0.06% |
$404 - $407
|
24.3K
$633K
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-55- 0.43% |
$1.48K - $1.49K
|
12.8K
$335K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65- 3.0% |
$1.75K - $1.76K
|
2.1K
$54.7K
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-180- 0.21% |
$4.85K - $4.88K
|
85.1K
$2.22M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-191- 2.47% |
$5.15K - $5.18K
|
7.55K
$197K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-417- 0.78% |
$11.2K - $11.3K
|
52.9K
$1.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-469- 7.13% |
$12.6K - $12.7K
|
6.11K
$159K
|
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-561- 2.94% |
$15.1K - $15.2K
|
18.5K
$482K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-788- 1.94% |
$21.2K - $21.4K
|
39.9K
$1.04M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-842- 3.12% |
$22.7K - $22.8K
|
26.1K
$681K
|
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.82K- 1.77% |
$49.1K - $49.4K
|
101K
$2.63M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.96K- 1.32% |
$52.9K - $53.2K
|
147K
$3.82M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 8.72% |
$53.8K - $54.1K
|
20.9K
$545K
|
|
|
Jul 26, 2021
Q2 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.75K- 12.76% |
$74.1K - $74.6K
|
18.8K
$490K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-5.61K- 12.89% |
$151K - $152K
|
37.9K
$988K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-7.07K- 2.2% |
$190K - $192K
|
313K
$8.17M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.67KClosed |
$207K - $208K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.88KClosed |
$239K - $241K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8KClosed |
$290K - $292K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.8K- 3.76% |
$344K - $346K
|
327K
$8.52M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.1K- 40.8% |
$596K - $600K
|
32.1K
$837K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.7K- 47.93% |
$1.39M - $1.4M
|
56.2K
$1.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-58.3K- 86.37% |
$1.57M - $1.58M
|
9.2K
$240K
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-83.3KClosed |
$2.25M - $2.26M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-92.5KClosed |
$2.49M - $2.51M
|
0
$0
|