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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.05K- 4.56% |
$154K - $154K
|
126K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.7K- 34.78% |
$170K - $171K
|
12.6K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.8K- 4.36% |
$173K - $173K
|
149K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.41K- 16.04% |
$188K - $189K
|
38.8K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.46K- 3.15% |
$189K - $190K
|
229K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.5K- 19.33% |
$216K - $217K
|
35.5K
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.54K- 7.79% |
$217K - $218K
|
101K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.92K- 3.51% |
$227K - $227K
|
245K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 5.82% |
$272K - $273K
|
174K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 6.88% |
$290K - $291K
|
155K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.5K- 6.2% |
$292K - $293K
|
174K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.1K- 20.59% |
$306K - $308K
|
46.5K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-12.5K- 60.88% |
$316K - $317K
|
8K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16.3K- 15.99% |
$413K - $415K
|
85.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.7K- 2.25% |
$627K - $629K
|
1.07M
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.9K- 48.53% |
$835K - $838K
|
34.9K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-40.4K- 21.57% |
$1.03M - $1.03M
|
147K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-43.1K- 61.23% |
$1.09M - $1.1M
|
27.3K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-47.6K- 11.18% |
$1.21M - $1.21M
|
378K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-51.1K- 13.4% |
$1.3M - $1.3M
|
330K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-62.8K- 98.74% |
$1.59M - $1.6M
|
800
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-73.9K- 59.75% |
$1.88M - $1.88M
|
49.8K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-81.3K- 45.5% |
$2.06M - $2.07M
|
97.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-87.1K- 34.5% |
$2.21M - $2.22M
|
165K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-97.8K- 13.96% |
$2.48M - $2.49M
|
603K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-133K- 70.7% |
$3.37M - $3.38M
|
54.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-141K- 6.95% |
$3.58M - $3.6M
|
1.89M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-398K- 57.72% |
$10.1M - $10.1M
|
291K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-600K- 75.54% |
$15.2M - $15.3M
|
194K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-601K- 71.96% |
$15.3M - $15.3M
|
234K
$0
|