Latest Institutional Transactions on Ishares Ibonds Dec 2022 Term M (IBMK)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2022 Term M (IBMK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.88K+ 16.36% |
$152K - $152K
|
41.8K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
57+ 0.28% |
$1.47K - $1.48K
|
20.7K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.16% |
$387 - $389
|
9.55K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 9.95% |
$98.2K - $98.5K
|
34.4K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-33.6K- 21.76% |
$869K - $872K
|
121K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-13- 0.11% |
$336 - $337
|
12.1K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 9.36% |
$32K - $32.1K
|
12K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-87.8K- 66.8% |
$2.27M - $2.28M
|
43.6K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.7K- 68.92% |
$1.18M - $1.18M
|
20.6K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
9.03K+ 5.46% |
$233K - $234K
|
174K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.44K- 17.74% |
$141K - $141K
|
25.2K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.38K- 6.39% |
$61.4K - $61.7K
|
34.8K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.63M- 96.14% |
$42.1M - $42.3M
|
65.5K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 1.47% |
$775 - $778
|
2.01K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-28.1KClosed |
$726K - $728K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44.7K- 41.89% |
$1.16M - $1.16M
|
62.1K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 25.95% |
$26.8K - $26.9K
|
5.04K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.6KNew |
$248K - $249K
|
9.6K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-635- 0.41% |
$16.4K - $16.5K
|
155K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
15.4K+ 1.35% |
$398K - $399K
|
1.15M
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.86K+ 28.15% |
$99.7K - $100K
|
17.6K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-39.1K- 16.66% |
$1.01M - $1.01M
|
196K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-530- 10.48% |
$13.7K - $13.7K
|
4.53K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.55K+ 1.53% |
$91.6K - $92K
|
235K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.1K+ 50.08% |
$1.4M - $1.4M
|
162K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 28.31% |
$153K - $153K
|
26.8K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-700- 1.14% |
$18.1K - $18.1K
|
60.5K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.01% |
$25.8 - $25.9
|
17.4K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
22.1KNew |
$571K - $573K
|
22.1K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 13.47% |
$301K - $302K
|
74.8K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.43K- 11.54% |
$36.9K - $37K
|
10.9K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.2K+ 131.59% |
$806K - $809K
|
54.9K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
11.7K+ 1401.2% |
$301K - $303K
|
12.5K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.5K- 1.72% |
$168K - $168K
|
372K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 12.42% |
$268K - $269K
|
73.2K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.68K- 19.56% |
$69.1K - $69.4K
|
11K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.6K- 52.74% |
$274K - $275K
|
9.5K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
12.9KNew |
$333K - $334K
|
12.9K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-203- 2.19% |
$5.24K - $5.26K
|
9.08K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
5.8K+ 26.83% |
$150K - $150K
|
27.4K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.29KNew |
$33.2K - $33.3K
|
1.29K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.48K- 22.99% |
$64K - $64.2K
|
8.3K
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.85K- 5.18% |
$203K - $204K
|
144K
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
97+ 1.05% |
$2.51K - $2.51K
|
9.32K
$0
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-957Closed |
$24.8K - $24.8K
|
0
$0
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
10KNew |
$259K - $260K
|
10K
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.71KNew |
$199K - $200K
|
7.71K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 11.04% |
$77.6K - $77.9K
|
24.2K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
380New |
$9.83K - $9.86K
|
380
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 196.67% |
$49K - $49.1K
|
2.85K
$0
|
|