Purchases and Sales Made in Q1 2020 in Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBML) during Q1 2020. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255KNew |
$6.13M - $6.7M
|
255K
$0
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
161K+ 77.43% |
$3.88M - $4.24M
|
370K
$0
|
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
82.7K+ 116.69% |
$1.99M - $2.17M
|
154K
$0
|
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
74.6KNew |
$1.79M - $1.96M
|
74.6K
$0
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
74K+ 22.36% |
$1.78M - $1.94M
|
405K
$0
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.8KNew |
$1.46M - $1.6M
|
60.8K
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
BUY
|
- |
60.7KNew |
$1.46M - $1.59M
|
60.7K
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.1KNew |
$1.04M - $1.13M
|
43.1K
$0
|
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.3K+ 54.49% |
$872K - $953K
|
103K
$0
|
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
29K+ 187.77% |
$697K - $762K
|
44.5K
$0
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 4.96% |
$565K - $618K
|
498K
$0
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 27.31% |
$501K - $548K
|
97.3K
$0
|
|
|
May 15, 2020
Q1 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1KNew |
$386K - $422K
|
16.1K
$0
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5KNew |
$325K - $355K
|
13.5K
$0
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 11.87% |
$309K - $338K
|
121K
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.4K+ 8.56% |
$297K - $325K
|
157K
$0
|
|
|
May 15, 2020
Q1 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.96KNew |
$239K - $262K
|
9.96K
$0
|
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
BUY
|
- |
9.34K+ 4.07% |
$224K - $245K
|
239K
$0
|
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.75K+ 10.98% |
$162K - $177K
|
68.2K
$0
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.08K+ 25.46% |
$146K - $160K
|
29.9K
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.04KNew |
$145K - $159K
|
6.04K
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6K+ 34.01% |
$144K - $158K
|
23.6K
$0
|
|
|
May 15, 2020
Q1 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.86K+ 7.01% |
$141K - $154K
|
89.5K
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
BUY
|
- |
5.14K+ 3.79% |
$124K - $135K
|
141K
$0
|
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
BUY
|
- |
4.98K+ 33.07% |
$119K - $131K
|
20K
$0
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.61K+ 23.28% |
$111K - $121K
|
24.4K
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.85KNew |
$92.4K - $101K
|
3.85K
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.52K+ 8.0% |
$84.5K - $92.4K
|
47.5K
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.27K+ 2.06% |
$78.6K - $86K
|
162K
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.09K+ 4.38% |
$74.2K - $81.2K
|
73.6K
$0
|
|
|
May 11, 2020
Q1 2020
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 9.61% |
$66.8K - $73K
|
31.7K
$0
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.49K+ 14.99% |
$59.9K - $65.5K
|
19.1K
$0
|
|
|
May 21, 2020
Q1 2020
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.19K+ 3.71% |
$52.6K - $57.5K
|
61.2K
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.59K+ 0.76% |
$38.1K - $41.6K
|
209K
$0
|
|
|
May 15, 2020
Q1 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.53K+ 7.9% |
$36.8K - $40.3K
|
20.9K
$0
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.35K+ 2.33% |
$32.4K - $35.4K
|
59.1K
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 10.01% |
$30.3K - $33.1K
|
13.9K
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
960+ 3.24% |
$23.1K - $25.2K
|
30.6K
$0
|
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
750+ 13.89% |
$18K - $19.7K
|
6.15K
$0
|
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
715+ 1.3% |
$17.2K - $18.8K
|
55.6K
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
BUY
|
- |
660+ 0.86% |
$15.9K - $17.3K
|
77.1K
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
BUY
|
- |
554+ 4.73% |
$13.3K - $14.5K
|
12.3K
$0
|
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
500New |
$12K - $13.1K
|
500
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
BUY
|
- |
477+ 1.52% |
$11.5K - $12.5K
|
31.8K
$0
|
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
65+ 0.35% |
$1.56K - $1.71K
|
18.4K
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
51+ 0.16% |
$1.23K - $1.34K
|
32.7K
$0
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25+ 0.06% |
$601 - $657
|
38.7K
$0
|
|
|
May 06, 2020
Q1 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
21+ 0.26% |
$504 - $551
|
8.24K
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.07% |
$384 - $420
|
24K
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.19% |
$120 - $131
|
2.64K
$0
|