Purchases and Sales Made in Q3 2021 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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
|
- |
225KNew |
$6.08M - $6.15M
|
225K
$5.69M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
49.1KNew |
$1.33M - $1.34M
|
49.1K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.7KNew |
$1.29M - $1.3M
|
47.7K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 154.83% |
$776K - $785K
|
47.3K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
14.5K+ 8.4% |
$392K - $396K
|
187K
$4.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.8KNew |
$293K - $296K
|
10.8K
$274K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.85K+ 7.5% |
$239K - $242K
|
127K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
7.97KNew |
$215K - $218K
|
7.97K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.74K+ 6.19% |
$155K - $157K
|
98.4K
$2.49M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 3.22% |
$154K - $156K
|
183K
$4.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.51K+ 23.76% |
$122K - $123K
|
23.5K
$594K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
4.24K+ 2.18% |
$115K - $116K
|
199K
$5.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
3.86K+ 23.42% |
$104K - $105K
|
20.3K
$514K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.6K+ 25.71% |
$97.2K - $98.4K
|
17.6K
$445K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 5.94% |
$73.8K - $74.7K
|
48.8K
$1.23M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.94K+ 6.21% |
$52.5K - $53.1K
|
33.2K
$840K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.33K+ 3.3% |
$36K - $36.4K
|
41.8K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
842+ 7.39% |
$22.7K - $23K
|
12.2K
$310K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
59New |
$1.59K - $1.61K
|
59
$1.49K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.16% |
$540 - $546
|
12.3K
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$54 - $54.6
|
807
$20.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.15% |
$54 - $54.6
|
1.36K
$34.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-45- 0.33% |
$1.22K - $1.23K
|
13.6K
$344K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 0.54% |
$3.38K - $3.42K
|
22.9K
$579K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-141- 1.09% |
$3.81K - $3.85K
|
12.7K
$322K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-411Closed |
$11.1K - $11.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-561- 6.26% |
$15.2K - $15.3K
|
8.41K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-868- 2.55% |
$23.4K - $23.7K
|
33.2K
$839K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.2K- 20.03% |
$194K - $197K
|
28.7K
$726K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.7KClosed |
$370K - $374K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 61.71% |
$808K - $818K
|
18.6K
$470K
|