Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBML)

IBML Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBML) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
162K
+ 20.16%
$4.12M - $4.14M
968K $0
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
82.4K
New
$2.09M - $2.1M
82.4K $0
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
70.8K
New
$1.8M - $1.8M
70.8K $0
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
22.9K
+ 114.69%
$581K - $584K
42.9K $0
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
19.3K
+ 146.88%
$489K - $491K
32.4K $0
Jul 27, 2023 Q2 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
19.2K
New
$488K - $490K
19.2K $0
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
14.5K
+ 70.53%
$367K - $369K
35K $0
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
14K
+ 107.17%
$356K - $357K
27.1K $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
13.1K
+ 59.63%
$333K - $334K
35.1K $0
Jul 21, 2023 Q2 2023
Hills Bank & Trust CO

BUY
 -
11.5K
New
$293K - $294K
11.5K $0
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
10.8K
+ 77.32%
$274K - $275K
24.8K $0
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
10.1K
+ 3.66%
$257K - $258K
287K $0
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
9.88K
+ 5.8%
$251K - $252K
180K $0
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
8.44K
+ 20.16%
$214K - $215K
50.3K $0
Jul 24, 2023 Q2 2023
Royal Harbor Partners, LLC

BUY
 -
7.67K
+ 20.14%
$195K - $196K
45.8K $0
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
7.58K
+ 21.68%
$192K - $193K
42.5K $0
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
6K
+ 20.55%
$152K - $153K
35.2K $0
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
5.78K
+ 36.86%
$147K - $147K
21.5K $0
Nov 13, 2024 Q2 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
5.3K
+ 2.88%
$135K - $135K
189K $0
Aug 10, 2023 Q2 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
5.3K
+ 2.88%
$135K - $135K
189K $0
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
3.93K
+ 4.3%
$99.9K - $100K
95.4K $0
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
3.9K
New
$99K - $99.4K
3.9K $0
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
3.36K
+ 34.62%
$85.2K - $85.5K
13.1K $0
Jul 10, 2023 Q2 2023
Signature Wealth Management Group

BUY
 -
3.22K
+ 10.22%
$81.7K - $82K
34.7K $0
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
3.2K
+ 3.91%
$81.3K - $81.7K
85.2K $0
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.26K
+ 26.39%
$57.3K - $57.5K
10.8K $0
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
1.96K
+ 11.98%
$49.8K - $50K
18.3K $0
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.86K
+ 5.15%
$47.1K - $47.3K
37.9K $0
Jul 24, 2023 Q2 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
1.3K
+ 2.37%
$33.1K - $33.2K
56.3K $0
Jul 19, 2023 Q2 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
1.3K
+ 1.2%
$32.9K - $33.1K
110K $0
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.24K
+ 0.86%
$31.4K - $31.5K
146K $0
Jul 25, 2023 Q2 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
1.07K
+ 2.28%
$27.1K - $27.2K
47.9K $0
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1K
New
$25.4K - $25.5K
1K $0
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
943
+ 0.18%
$23.9K - $24K
518K $0
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
887
New
$22.5K - $22.6K
887 $0
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
844
+ 7.16%
$21.4K - $21.5K
12.6K $0
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

BUY
 -
728
+ 8.06%
$18.5K - $18.6K
9.76K $0
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
666
+ 0.91%
$16.9K - $17K
74K $0
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
548
+ 1.24%
$13.9K - $14K
44.6K $0
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
434
+ 5.02%
$11K - $11.1K
9.08K $0
Jul 24, 2023 Q2 2023
Guidance Point Advisors, LLC

BUY
 -
410
+ 2.82%
$10.4K - $10.5K
14.9K $0
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
358
+ 1.73%
$9.09K - $9.13K
21K $0
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
300
+ 5.01%
$7.62K - $7.65K
6.29K $0
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

BUY
 -
226
+ 1.9%
$5.74K - $5.76K
12.1K $0
Nov 20, 2023 Q2 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
170
+ 1.89%
$4.32K - $4.33K
9.17K $0
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
156
+ 2.11%
$3.96K - $3.98K
7.55K $0
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
79
+ 0.37%
$2.01K - $2.01K
21.5K $0
Jul 17, 2023 Q2 2023
Lbmc Investment Advisors, LLC

BUY
 -
68
+ 0.05%
$1.73K - $1.73K
131K $0
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
42
+ 0.21%
$1.07K - $1.07K
20.1K $0

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