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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-251- 1.08% |
$7.02K - $7.07K
|
23K
$614K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-310Closed |
$8.66K - $8.73K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-342Closed |
$9.56K - $9.63K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-500- 1.75% |
$14K - $14.1K
|
28K
$747K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-543- 6.27% |
$15.2K - $15.3K
|
8.12K
$217K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-705- 1.53% |
$19.7K - $19.8K
|
45.4K
$1.21M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.36K- 4.8% |
$38K - $38.3K
|
27K
$721K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.73K- 19.28% |
$132K - $133K
|
19.8K
$529K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.49K- 42.21% |
$154K - $155K
|
7.52K
$201K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.15K- 49.88% |
$200K - $201K
|
7.18K
$192K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 3.05% |
$203K - $204K
|
231K
$6.16M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.27K- 40.96% |
$203K - $205K
|
10.5K
$280K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.83KClosed |
$219K - $220K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-13.6K- 51.41% |
$381K - $384K
|
12.9K
$344K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.9K- 48.81% |
$612K - $616K
|
22.9K
$612K
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.8KClosed |
$860K - $866K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-153KClosed |
$4.27M - $4.3M
|
0
$0
|