Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
351KNew |
$9.82M - $9.89M
|
351K
$9.36M
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
91.4K+ 96.98% |
$2.55M - $2.57M
|
186K
$4.95M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.9K+ 29.74% |
$1.84M - $1.86M
|
288K
$7.66M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
49.3KNew |
$1.38M - $1.39M
|
49.3K
$1.31M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.1K+ 19.75% |
$1.34M - $1.35M
|
292K
$7.77M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.2K+ 15.43% |
$1.18M - $1.19M
|
316K
$8.41M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
39.2K+ 16.59% |
$1.1M - $1.1M
|
276K
$7.34M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38.2K+ 16.04% |
$1.07M - $1.08M
|
277K
$7.37M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.6K+ 53.26% |
$883K - $889K
|
90.9K
$2.42M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
26.3KNew |
$736K - $741K
|
26.3K
$702K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2K+ 10.95% |
$734K - $739K
|
266K
$7.09M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
24.1KNew |
$674K - $678K
|
24.1K
$642K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18KNew |
$503K - $507K
|
18K
$480K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
14.7K+ 30.05% |
$411K - $414K
|
63.7K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7KNew |
$327K - $330K
|
11.7K
$312K
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.2KNew |
$314K - $316K
|
11.2K
$299K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.5KNew |
$293K - $295K
|
10.5K
$280K
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.2K+ 14.27% |
$284K - $286K
|
81.5K
$2.17M
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.15K+ 5.15% |
$228K - $230K
|
166K
$4.43M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.15K+ 6.23% |
$228K - $229K
|
139K
$3.7M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
7.9KNew |
$221K - $222K
|
7.9K
$211K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.28K+ 37.5% |
$175K - $177K
|
23K
$613K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.09K+ 3.62% |
$142K - $143K
|
146K
$3.88M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.52K+ 14.49% |
$126K - $127K
|
35.7K
$952K
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.87K+ 2.69% |
$108K - $109K
|
148K
$3.93M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
3.6K+ 2.1% |
$101K - $101K
|
175K
$4.66M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.28K+ 20.03% |
$91.6K - $92.2K
|
19.6K
$523K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.49K+ 5.17% |
$69.5K - $70K
|
50.6K
$1.35M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.79K+ 6.06% |
$49.9K - $50.3K
|
31.3K
$834K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.63K+ 2.7% |
$45.6K - $45.9K
|
62.1K
$1.65M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 8.01% |
$35.1K - $35.3K
|
16.9K
$451K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
904+ 10.95% |
$25.3K - $25.4K
|
9.16K
$244K
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
777+ 1.89% |
$21.7K - $21.9K
|
41.8K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
484+ 5.64% |
$13.5K - $13.6K
|
9.06K
$241K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
449+ 3.7% |
$12.5K - $12.6K
|
12.6K
$335K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
410+ 4.32% |
$11.5K - $11.5K
|
9.9K
$264K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
355+ 0.84% |
$9.92K - $9.99K
|
42.4K
$1.13M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
300+ 1.35% |
$8.39K - $8.45K
|
22.6K
$601K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
133New |
$3.72K - $3.74K
|
133
$3.54K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
77+ 0.45% |
$2.15K - $2.17K
|
17.3K
$461K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.17% |
$391 - $394
|
8.1K
$216K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.03% |
$112 - $113
|
12.2K
$324K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$28 - $28.2
|
502
$13.4K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.0% |
$28 - $28.2
|
27.1K
$721K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$28 - $28.2
|
20.9K
$556K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 3.02% |
$1.96K - $1.97K
|
2.25K
$59.8K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-103- 0.11% |
$2.88K - $2.9K
|
95.7K
$2.55M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-150- 1.21% |
$4.19K - $4.22K
|
12.2K
$326K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-153- 3.56% |
$4.28K - $4.31K
|
4.14K
$110K
|