Latest Institutional Purchases of Ishares Ibonds Dec 2022 Term M (IBMK)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2022 Term M (IBMK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$370K - $371K
|
14.3K
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.3K+ 168.37% |
$345K - $345K
|
21.2K
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$271K - $272K
|
10.5K
$0
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
10KNew |
$259K - $260K
|
10K
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.72K+ 88.07% |
$200K - $200K
|
16.5K
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.71KNew |
$199K - $200K
|
7.71K
$0
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
6.17K+ 8.71% |
$160K - $160K
|
77K
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 196.67% |
$49K - $49.1K
|
2.85K
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.59KNew |
$41K - $41.1K
|
1.59K
$0
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
380New |
$9.83K - $9.86K
|
380
$0
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
17KNew |
$441K - $444K
|
17K
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
4.5KNew |
$117K - $117K
|
4.5K
$0
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
576+ 1.06% |
$14.9K - $15K
|
55.1K
$0
|
|
Q4 2021 | |||||||
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
49.8K+ 259.2% |
$1.3M - $1.3M
|
69K
$0
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.8KNew |
$203K - $204K
|
7.8K
$0
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
278+ 0.6% |
$7.24K - $7.28K
|
46.4K
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.73% |
$26 - $26.2
|
138
$0
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
897New |
$23.5K - $23.6K
|
897
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.1KNew |
$395K - $397K
|
15.1K
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9KNew |
$734K - $737K
|
27.9K
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
42.2KNew |
$1.11M - $1.12M
|
42.2K
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.03KNew |
$27.1K - $27.2K
|
1.03K
$0
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
894New |
$23.6K - $23.6K
|
894
$0
|
|
Q3 2020 | |||||||
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2K+ 50.0% |
$52.8K - $53.1K
|
6K
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13K+ 60.06% |
$333K - $345K
|
34.7K
$0
|
|
Aug 14, 2020
Q2 2020
|
Roof Eidam & Maycock
|
BUY
|
- |
2.13K+ 5.53% |
$54.4K - $56.4K
|
40.6K
$0
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
1.32KNew |
$33.9K - $35.1K
|
1.32K
$0
|
|
Jul 16, 2020
Q2 2020
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
943+ 3.96% |
$24.2K - $25K
|
24.7K
$0
|
|
Q4 2019 | |||||||
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
865KNew |
$22.6M - $22.7M
|
865K
$0
|
|
Feb 06, 2020
Q4 2019
|
Slate Stone Wealth, LLC
|
BUY
|
- |
21.5KNew |
$562K - $564K
|
21.5K
$0
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
14.3KNew |
$375K - $376K
|
14.3K
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
619New |
$16.2K - $16.2K
|
619
$0
|
|
Q4 2018 | |||||||
Apr 06, 2020
Q4 2018
|
Archer Investment Corp
|
BUY
|
- |
2KNew |
$50.4K - $51.3K
|
2K
$0
|
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.52K - $2.56K
|
100
$0
|
|
Q3 2018 | |||||||
Nov 02, 2018
Q3 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
29.3KNew |
$743K - $751K
|
29.3K
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.2KNew |
$285K - $288K
|
11.2K
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10.2KNew |
$257K - $260K
|
10.2K
$0
|