Purchases and Sales Made in Q2 2021 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
244KNew |
$6.8M - $6.85M
|
244K
$6.46M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
124K+ 261.65% |
$3.46M - $3.49M
|
171K
$4.54M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.8KNew |
$2.67M - $2.69M
|
95.8K
$2.54M
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
94.2KNew |
$2.63M - $2.65M
|
94.2K
$2.5M
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
49.4K+ 26.12% |
$1.38M - $1.39M
|
238K
$6.32M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.1KNew |
$1.29M - $1.3M
|
46.1K
$1.22M
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
44.7K+ 168.49% |
$1.25M - $1.26M
|
71.3K
$1.89M
|
|
Jul 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
32.5K+ 25.82% |
$907K - $913K
|
158K
$4.2M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
27.4K+ 127.25% |
$766K - $771K
|
49K
$1.3M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.2K+ 11.05% |
$760K - $765K
|
273K
$7.25M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
26.5KNew |
$740K - $745K
|
26.5K
$703K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.3K+ 9.23% |
$566K - $570K
|
240K
$6.35M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.9K+ 17.91% |
$555K - $559K
|
131K
$3.47M
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
17.9KNew |
$500K - $504K
|
17.9K
$475K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 8.02% |
$493K - $497K
|
238K
$6.31M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.7KNew |
$437K - $441K
|
15.7K
$415K
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
14.3KNew |
$400K - $403K
|
14.3K
$380K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.49KNew |
$265K - $267K
|
9.49K
$252K
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.37K+ 6.53% |
$262K - $263K
|
153K
$4.05M
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8K+ 39.24% |
$223K - $225K
|
28.4K
$752K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
6.45K+ 171.3% |
$180K - $181K
|
10.2K
$271K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.11K+ 143.88% |
$143K - $144K
|
8.67K
$230K
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
5.05K+ 3.64% |
$141K - $142K
|
144K
$3.81M
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.41K+ 35.73% |
$123K - $124K
|
16.7K
$444K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.59K+ 1.54% |
$100K - $101K
|
236K
$6.26M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.56K+ 11.66% |
$71.5K - $72K
|
24.5K
$650K
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.5K+ 31.12% |
$69.8K - $70.3K
|
10.5K
$279K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.29K+ 4.99% |
$63.8K - $64.3K
|
48.1K
$1.28M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.27K+ 37.86% |
$63.3K - $63.8K
|
8.26K
$219K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.05K+ 3.58% |
$57.2K - $57.6K
|
59.3K
$1.57M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.74K+ 16.72% |
$48.5K - $48.9K
|
12.1K
$322K
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.45K+ 5.18% |
$40.6K - $40.9K
|
29.5K
$782K
|
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 3.64% |
$27.9K - $28.1K
|
28.5K
$756K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
901+ 12.54% |
$25.2K - $25.3K
|
8.09K
$214K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
634+ 2.8% |
$17.7K - $17.8K
|
23.3K
$616K
|
|
Aug 09, 2021
Q2 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
620+ 1.53% |
$17.3K - $17.4K
|
41K
$1.09M
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600+ 1.0% |
$16.8K - $16.9K
|
60.5K
$1.6M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
532+ 2.61% |
$14.9K - $15K
|
20.9K
$553K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
524New |
$14.6K - $14.7K
|
524
$13.9K
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
410+ 2.57% |
$11.4K - $11.5K
|
16.4K
$434K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
380+ 0.17% |
$10.6K - $10.7K
|
222K
$5.88M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
369+ 0.88% |
$10.3K - $10.4K
|
42.1K
$1.12M
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
342New |
$9.55K - $9.62K
|
342
$9.07K
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
325+ 15.34% |
$9.07K - $9.14K
|
2.44K
$64.8K
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
320+ 1.05% |
$8.93K - $9K
|
30.8K
$815K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
310New |
$8.66K - $8.72K
|
310
$8.22K
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200+ 23.67% |
$5.58K - $5.62K
|
1.05K
$27.7K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
153+ 3.7% |
$4.27K - $4.3K
|
4.29K
$114K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.07% |
$223 - $225
|
12.1K
$322K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$27.9 - $28.1
|
501
$13.3K
|