Purchases and Sales Made in Q1 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
73.5KNew |
$1.92M - $1.93M
|
73.5K
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.6K+ 11.77% |
$1.82M - $1.83M
|
661K
$0
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.5K+ 36.07% |
$1.5M - $1.51M
|
217K
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
54.9K+ 10.41% |
$1.43M - $1.44M
|
583K
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.1K+ 21.23% |
$1.2M - $1.21M
|
263K
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
39.4K+ 18.46% |
$1.03M - $1.03M
|
253K
$0
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.5K+ 9.57% |
$822K - $827K
|
361K
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.2K+ 307.87% |
$710K - $714K
|
36.1K
$0
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.9K+ 44.64% |
$701K - $705K
|
87K
$0
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 16.21% |
$692K - $696K
|
190K
$0
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.3K+ 29.1% |
$686K - $690K
|
117K
$0
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
23.6K+ 263.45% |
$617K - $620K
|
32.6K
$0
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$585K - $588K
|
22.4K
$0
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
20KNew |
$522K - $525K
|
20K
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
16.1K+ 5.52% |
$421K - $423K
|
309K
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
15.7KNew |
$411K - $413K
|
15.7K
$0
|
|
Apr 05, 2021
Q1 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
14.1K+ 10.49% |
$368K - $370K
|
148K
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 11.82% |
$351K - $353K
|
127K
$0
|
|
May 18, 2021
Q1 2021
|
Paradiem, LLC
|
BUY
|
- |
13K+ 24.94% |
$340K - $342K
|
65.3K
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$304K - $306K
|
11.6K
$0
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
11.3KNew |
$295K - $297K
|
11.3K
$0
|
|
Apr 14, 2021
Q1 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 7.56% |
$266K - $267K
|
145K
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.17K+ 38.32% |
$239K - $241K
|
33.1K
$0
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.85KNew |
$231K - $232K
|
8.85K
$0
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.98K+ 14.75% |
$208K - $210K
|
62.1K
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.78K+ 22.86% |
$203K - $204K
|
41.8K
$0
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
7.07K+ 8.71% |
$185K - $186K
|
88.2K
$0
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5KNew |
$131K - $131K
|
5K
$0
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$129K - $130K
|
4.95K
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.68K+ 149.24% |
$122K - $123K
|
7.82K
$0
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.49K+ 49.84% |
$117K - $118K
|
13.5K
$0
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
4.47K+ 12.1% |
$117K - $117K
|
41.5K
$0
|
|
May 17, 2021
Q1 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.3K+ 13.26% |
$112K - $113K
|
36.8K
$0
|
|
May 13, 2021
Q1 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.7K+ 9.73% |
$96.6K - $97.1K
|
41.7K
$0
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.65K+ 3.58% |
$95.2K - $95.8K
|
106K
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.64KNew |
$95.1K - $95.7K
|
3.64K
$0
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.61K+ 21.14% |
$94.3K - $94.9K
|
20.7K
$0
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.4K+ 55.3% |
$88.8K - $89.3K
|
9.55K
$0
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.2K+ 12.14% |
$83.4K - $83.9K
|
29.5K
$0
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
2.83K+ 24.36% |
$73.9K - $74.3K
|
14.5K
$0
|
|
May 03, 2021
Q1 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
2.5K+ 2.91% |
$65.3K - $65.7K
|
88.6K
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.99K+ 12.14% |
$51.9K - $52.2K
|
18.4K
$0
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.91K+ 22.13% |
$49.7K - $50K
|
10.5K
$0
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 4.74% |
$44.5K - $44.8K
|
37.7K
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.58K+ 1.04% |
$41.2K - $41.4K
|
153K
$0
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 6.19% |
$38K - $38.2K
|
25K
$0
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.1K+ 7.78% |
$28.8K - $28.9K
|
15.3K
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 1.86% |
$27.2K - $27.4K
|
57.3K
$0
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1K+ 40.0% |
$26.1K - $26.3K
|
3.5K
$0
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
888+ 1.03% |
$23.2K - $23.3K
|
87.4K
$0
|