Purchases and Sales Made in Q2 2023 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 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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.41% |
$1.02K - $1.02K
|
9.9K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
36+ 0.08% |
$914 - $918
|
45.6K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
36+ 0.27% |
$914 - $918
|
13.2K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
22+ 0.19% |
$559 - $561
|
11.4K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
21+ 0.06% |
$533 - $535
|
35.7K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17+ 0.42% |
$432 - $433
|
4.09K
$0
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 0.14% |
$330 - $331
|
9.61K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.57% |
$229 - $229
|
1.58K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$203 - $204
|
9.75K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.04% |
$152 - $153
|
15.6K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$25.4 - $25.5
|
799
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.47% |
$1.02K - $1.02K
|
8.43K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-110- 0.4% |
$2.79K - $2.8K
|
27.3K
$0
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-130- 0.52% |
$3.3K - $3.31K
|
25.1K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-244- 1.47% |
$6.2K - $6.22K
|
16.3K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-291- 2.93% |
$7.39K - $7.42K
|
9.63K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 1.4% |
$7.62K - $7.65K
|
21.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-341- 1.05% |
$8.66K - $8.69K
|
32.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-591- 2.76% |
$15K - $15.1K
|
20.8K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-672- 1.9% |
$17.1K - $17.1K
|
34.6K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-801- 1.09% |
$20.3K - $20.4K
|
72.7K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-808- 6.76% |
$20.5K - $20.6K
|
11.1K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-949- 62.43% |
$24.1K - $24.2K
|
571
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.99% |
$25K - $25.1K
|
18.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 0.74% |
$26.9K - $27K
|
142K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.15K- 0.95% |
$29.2K - $29.3K
|
120K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.16K- 10.19% |
$29.5K - $29.6K
|
10.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.18K- 10.38% |
$29.8K - $30K
|
10.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.38K- 4.13% |
$35K - $35.2K
|
32K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.5K- 11.31% |
$38.1K - $38.2K
|
11.8K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.54K- 1.51% |
$39K - $39.1K
|
100K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.55K- 10.37% |
$39.2K - $39.4K
|
13.4K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.57K- 10.78% |
$39.9K - $40.1K
|
13K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.66K- 1.26% |
$42K - $42.2K
|
129K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.77K- 0.51% |
$45K - $45.1K
|
348K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 8.92% |
$45.2K - $45.3K
|
18.2K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.8K- 6.29% |
$45.7K - $45.9K
|
26.8K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.81K- 0.43% |
$46.1K - $46.2K
|
423K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.95K- 12.46% |
$49.4K - $49.6K
|
13.7K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2K- 3.76% |
$50.7K - $50.9K
|
51K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 12.35% |
$51.4K - $51.6K
|
14.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.1K- 6.7% |
$53.3K - $53.6K
|
29.3K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.74K- 1.34% |
$69.6K - $69.9K
|
202K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.43K- 2.73% |
$87.2K - $87.5K
|
122K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.53K- 1.58% |
$89.6K - $90K
|
219K
$0
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.94K- 4.09% |
$100K - $101K
|
92.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.05K- 1.14% |
$128K - $129K
|
436K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.35K- 6.25% |
$136K - $136K
|
80.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.37KClosed |
$136K - $137K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.64K- 7.92% |
$143K - $144K
|
65.5K
$0
|