Purchases and Sales Made in Q3 2021 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| 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
|
- |
236KNew |
$6.36M - $6.42M
|
236K
$6.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.9K+ 24.11% |
$1.21M - $1.22M
|
231K
$5.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.5K+ 34.31% |
$1.01M - $1.02M
|
147K
$3.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
37K+ 17.06% |
$996K - $1.01M
|
254K
$6.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 188.97% |
$953K - $962K
|
54.2K
$1.38M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 32.1% |
$809K - $817K
|
124K
$3.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
21.4K+ 120.54% |
$574K - $580K
|
39.1K
$998K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 20.35% |
$525K - $530K
|
115K
$2.95M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16K+ 117.28% |
$431K - $435K
|
29.7K
$758K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.9K+ 11.01% |
$347K - $351K
|
130K
$3.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 31.67% |
$328K - $331K
|
50.8K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.9KNew |
$293K - $296K
|
10.9K
$278K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.9K+ 18.5% |
$185K - $187K
|
44.2K
$1.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.55K+ 3.82% |
$149K - $151K
|
151K
$3.85M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.41K+ 5.52% |
$145K - $147K
|
104K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.38K+ 27.43% |
$145K - $146K
|
25K
$638K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
4.59K+ 25.85% |
$123K - $124K
|
22.3K
$570K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.49KNew |
$121K - $122K
|
4.49K
$114K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.91K+ 13.49% |
$105K - $106K
|
32.9K
$838K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.01K+ 15.07% |
$80.8K - $81.6K
|
23K
$586K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.1K+ 67.51% |
$56.5K - $57K
|
5.21K
$133K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83K+ 5.95% |
$49.1K - $49.6K
|
32.5K
$831K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.32K+ 9.71% |
$35.4K - $35.7K
|
14.9K
$380K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.04K+ 5.3% |
$27.8K - $28.1K
|
20.6K
$526K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
477+ 3669.23% |
$12.8K - $12.9K
|
490
$12.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
433+ 2.96% |
$11.6K - $11.8K
|
15.1K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
401+ 1.93% |
$10.8K - $10.9K
|
21.1K
$540K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
269+ 2.27% |
$7.23K - $7.3K
|
12.1K
$310K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
130+ 0.31% |
$3.49K - $3.53K
|
42.1K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
60New |
$1.61K - $1.63K
|
60
$1.53K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
40+ 0.19% |
$1.08K - $1.09K
|
21.4K
$546K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$26.9 - $27.1
|
15.4K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$26.9 - $27.1
|
813
$20.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-42- 0.28% |
$1.13K - $1.14K
|
15K
$383K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-87- 0.67% |
$2.34K - $2.36K
|
12.9K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-112- 0.28% |
$3.01K - $3.04K
|
40.3K
$1.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-200- 0.42% |
$5.38K - $5.43K
|
47.8K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-223Closed |
$5.99K - $6.05K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-322Closed |
$8.66K - $8.74K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-477- 97.35% |
$12.8K - $12.9K
|
13
$332
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-567- 5.92% |
$15.2K - $15.4K
|
9.01K
$230K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 9.42% |
$32.8K - $33.2K
|
11.7K
$300K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.32K- 4.68% |
$35.5K - $35.8K
|
26.9K
$686K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 0.83% |
$46.2K - $46.7K
|
207K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.61K- 1.28% |
$70.1K - $70.8K
|
201K
$5.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.46KClosed |
$201K - $203K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.6K- 74.5% |
$204K - $206K
|
2.6K
$66.4K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-23.1K- 12.54% |
$622K - $628K
|
161K
$4.12M
|