Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17+ 0.2% |
$458 - $460
|
8.42K
$220K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$135 - $135
|
8.74K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.03% |
$108 - $108
|
15.7K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$108 - $108
|
1.71K
$44.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.0% |
$26.9 - $27.1
|
37.1K
$968K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-50- 0.54% |
$1.35K - $1.35K
|
9.15K
$239K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 3.38% |
$1.91K - $1.92K
|
2.03K
$52.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-89- 0.37% |
$2.4K - $2.41K
|
24.2K
$631K
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-111- 0.59% |
$2.99K - $3.01K
|
18.7K
$488K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-129- 0.14% |
$3.48K - $3.49K
|
95.1K
$2.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-130- 1.01% |
$3.5K - $3.52K
|
12.7K
$332K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-144- 3.23% |
$3.88K - $3.9K
|
4.32K
$113K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-263- 0.62% |
$7.09K - $7.12K
|
41.9K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-270- 1.11% |
$7.27K - $7.31K
|
24K
$627K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506Closed |
$13.6K - $13.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-564- 2.7% |
$15.2K - $15.3K
|
20.3K
$531K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-655- 25.03% |
$17.6K - $17.7K
|
1.96K
$51.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-793- 3.22% |
$21.4K - $21.5K
|
23.9K
$623K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-899- 97.29% |
$24.2K - $24.3K
|
25
$652
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-961Closed |
$25.9K - $26K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.14K- 1.48% |
$30.6K - $30.8K
|
75.5K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.62K- 0.69% |
$43.6K - $43.8K
|
231K
$6.04M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 1.01% |
$56.1K - $56.4K
|
204K
$5.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 8.15% |
$57.4K - $57.7K
|
24K
$626K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.46K- 4.71% |
$66.2K - $66.6K
|
49.7K
$1.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.49K- 7.25% |
$67.1K - $67.4K
|
31.8K
$831K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.06K- 3.08% |
$82.5K - $82.9K
|
96.5K
$2.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 11.12% |
$114K - $115K
|
33.8K
$883K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.39K- 1.87% |
$118K - $119K
|
231K
$6.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.23KClosed |
$141K - $142K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.65K- 1.8% |
$152K - $153K
|
308K
$8.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-7.55KClosed |
$203K - $204K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.79KClosed |
$210K - $211K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.48KClosed |
$228K - $230K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.2K- 64.46% |
$464K - $466K
|
9.49K
$248K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.1K- 40.8% |
$596K - $599K
|
32.1K
$837K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-52.9KClosed |
$1.42M - $1.43M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-101K- 81.58% |
$2.71M - $2.72M
|
22.7K
$593K
|