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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
562New |
$14.7K - $14.8K
|
562
$0
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
382New |
$9.97K - $10K
|
382
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
314New |
$8.2K - $8.24K
|
314
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52+ 0.23% |
$1.36K - $1.37K
|
22.7K
$0
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 0.15% |
$783 - $788
|
20K
$0
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.15% |
$705 - $709
|
18K
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 0.22% |
$470 - $473
|
8.36K
$0
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16+ 0.2% |
$418 - $420
|
8K
$0
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$392 - $394
|
18.8K
$0
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 0.21% |
$235 - $236
|
4.34K
$0
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$52.2 - $52.5
|
5.38K
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24- 0.26% |
$626 - $630
|
9.14K
$0
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.41% |
$861 - $866
|
7.92K
$0
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-180- 1.33% |
$4.7K - $4.73K
|
13.4K
$0
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-600- 0.96% |
$15.7K - $15.8K
|
61.8K
$0
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-605- 4.54% |
$15.8K - $15.9K
|
12.7K
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-967Closed |
$25.2K - $25.4K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.2K- 9.76% |
$31.3K - $31.4K
|
11.1K
$0
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.24K- 1.18% |
$32.4K - $32.6K
|
104K
$0
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.29K- 2.22% |
$33.6K - $33.8K
|
56.6K
$0
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.75K- 4.86% |
$45.6K - $45.8K
|
34.2K
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91KClosed |
$49.8K - $50.1K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.97K- 14.06% |
$51.3K - $51.6K
|
12K
$0
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.32KClosed |
$60.6K - $60.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.31K- 5.46% |
$86.3K - $86.8K
|
57.2K
$0
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.42K- 3.74% |
$89.2K - $89.7K
|
87.9K
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.82K- 9.55% |
$99.6K - $100K
|
36.2K
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.22K- 3.51% |
$110K - $111K
|
116K
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.89K- 2.84% |
$128K - $128K
|
167K
$0
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 5.44% |
$165K - $166K
|
110K
$0
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6.65K- 3.41% |
$174K - $175K
|
188K
$0
|
|
May 06, 2021
Q1 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-6.66K- 23.4% |
$174K - $175K
|
21.8K
$0
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 1.54% |
$202K - $203K
|
494K
$0
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.83K- 32.49% |
$204K - $206K
|
16.3K
$0
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-8.23K- 37.26% |
$215K - $216K
|
13.9K
$0
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.52KClosed |
$222K - $224K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$295K - $297K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 7.01% |
$310K - $312K
|
158K
$0
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12KClosed |
$314K - $315K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-12.6KClosed |
$329K - $331K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-34.6KClosed |
$904K - $909K
|
0
$0
|