Purchases and Sales Made in Q3 2021 in Ishares Ibonds Dec 2022 Term M (IBMK)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2022 Term M (IBMK) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2022 TERM M.
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
|
- |
788KNew |
$20.6M - $20.7M
|
788K
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 19.14% |
$3.37M - $3.39M
|
803K
$0
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
126KNew |
$3.3M - $3.32M
|
126K
$0
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
71.2KNew |
$1.86M - $1.87M
|
71.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.9K+ 39.99% |
$1.49M - $1.5M
|
199K
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
56K+ 62.33% |
$1.47M - $1.47M
|
146K
$0
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
47.1K+ 98.18% |
$1.23M - $1.24M
|
95.1K
$0
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45.6K+ 305.24% |
$1.19M - $1.2M
|
60.5K
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.5K+ 262.68% |
$1.14M - $1.14M
|
60.1K
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.7KNew |
$1.04M - $1.04M
|
39.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.9KNew |
$1.02M - $1.02M
|
38.9K
$0
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
37.2K+ 9.61% |
$973K - $978K
|
424K
$0
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4KNew |
$925K - $930K
|
35.4K
$0
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.2K+ 19.01% |
$921K - $925K
|
220K
$0
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.2KNew |
$920K - $925K
|
35.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 14.88% |
$815K - $819K
|
241K
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.8K+ 8.81% |
$675K - $678K
|
319K
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
23.8K+ 2.46% |
$622K - $625K
|
992K
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.7K+ 115.7% |
$620K - $623K
|
44.2K
$0
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 15.4% |
$536K - $539K
|
154K
$0
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
19.9KNew |
$522K - $524K
|
19.9K
$0
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
19.5K+ 3719.47% |
$510K - $512K
|
20K
$0
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19.2KNew |
$502K - $505K
|
19.2K
$0
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
15K+ 5.78% |
$391K - $393K
|
274K
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11K+ 28.47% |
$288K - $289K
|
49.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 102.01% |
$267K - $269K
|
20.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.82K+ 1.39% |
$231K - $232K
|
643K
$0
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7.9KNew |
$207K - $208K
|
7.9K
$0
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.96K+ 24.21% |
$182K - $183K
|
35.7K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.63K+ 2.79% |
$173K - $174K
|
244K
$0
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.34K+ 20.93% |
$140K - $140K
|
30.8K
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.76K+ 2.98% |
$124K - $125K
|
165K
$0
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
4.16K+ 6.91% |
$109K - $109K
|
64.4K
$0
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.02K+ 2.05% |
$105K - $106K
|
200K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.96K+ 23.87% |
$104K - $104K
|
20.5K
$0
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
3.6K+ 3.33% |
$94K - $94.5K
|
111K
$0
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.07K+ 32.06% |
$80.4K - $80.8K
|
12.7K
$0
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.07K+ 3.27% |
$80.3K - $80.7K
|
96.9K
$0
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.19K+ 1.5% |
$57.3K - $57.6K
|
149K
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.91K+ 21.15% |
$49.9K - $50.2K
|
10.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.86K+ 4.33% |
$48.6K - $48.9K
|
44.8K
$0
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.53K+ 1.75% |
$40K - $40.2K
|
88.9K
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 6.29% |
$40K - $40.2K
|
25.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
997+ 5.27% |
$26.1K - $26.2K
|
19.9K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
986+ 5.72% |
$25.8K - $25.9K
|
18.2K
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
927+ 1.18% |
$24.2K - $24.4K
|
79.8K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
846+ 1.87% |
$22.1K - $22.2K
|
46.1K
$0
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400+ 7.47% |
$10.5K - $10.5K
|
5.76K
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
137New |
$3.58K - $3.6K
|
137
$0
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
131+ 0.76% |
$3.43K - $3.44K
|
17.3K
$0
|