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 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$24 - $26.3
|
13.5K
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.02% |
$24 - $26.3
|
4.3K
$0
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-380- 1.03% |
$9.13K - $9.98K
|
36.6K
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-400- 28.78% |
$9.61K - $10.5K
|
990
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-754- 1.76% |
$18.1K - $19.8K
|
42.1K
$0
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-900Closed |
$21.6K - $23.6K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-926- 9.58% |
$22.2K - $24.3K
|
8.74K
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.13K- 91.8% |
$27.1K - $29.7K
|
101
$0
|
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.91K- 4.45% |
$45.8K - $50K
|
40.9K
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-2.54K- 13.88% |
$61K - $66.7K
|
15.8K
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.05K- 3.44% |
$73.3K - $80.1K
|
85.7K
$0
|
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-5.22K- 25.6% |
$125K - $137K
|
15.2K
$0
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.25K- 50.43% |
$126K - $138K
|
5.16K
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.67KClosed |
$232K - $254K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.6KClosed |
$256K - $280K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.3KClosed |
$295K - $322K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-14.5K- 60.72% |
$349K - $382K
|
9.4K
$0
|
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$556K - $608K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25.6K- 47.1% |
$614K - $671K
|
28.7K
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.8K- 14.48% |
$813K - $889K
|
200K
$0
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-51K- 20.78% |
$1.22M - $1.34M
|
194K
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54K- 42.48% |
$1.3M - $1.42M
|
73.1K
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-57.4KClosed |
$1.38M - $1.51M
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-109KClosed |
$2.62M - $2.86M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-118K- 77.03% |
$2.84M - $3.11M
|
35.3K
$0
|