Purchases and Sales Made in Q3 2021 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 Q3 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
553K
New
$14.4M - $14.4M
553K $0
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
105K
New
$2.73M - $2.75M
105K $0
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
75.7K
+ 12.08%
$1.97M - $1.98M
703K $0
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
75.1K
New
$1.95M - $1.96M
75.1K $0
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
72.3K
+ 6786.95%
$1.88M - $1.89M
73.3K $0
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
71.6K
+ 129.83%
$1.86M - $1.87M
127K $0
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
43.2K
+ 11.97%
$1.12M - $1.13M
404K $0
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
34.4K
New
$893K - $898K
34.4K $0
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
31.4K
+ 13.08%
$815K - $820K
271K $0
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
30.8K
+ 19.28%
$800K - $804K
190K $0
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
20.3K
+ 3.1%
$527K - $530K
675K $0
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
18.8K
+ 6.55%
$489K - $491K
306K $0
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
17.5K
+ 15.36%
$455K - $458K
132K $0
Oct 26, 2021 Q3 2021
First Affirmative Financial Network

BUY
 -
15.5K
New
$403K - $405K
15.5K $0
Oct 21, 2021 Q3 2021
Sound View Wealth Advisors Group, LLC

BUY
 -
13K
New
$338K - $340K
13K $0
Nov 08, 2021 Q3 2021
Sonata Capital Group Inc

BUY
 -
11.6K
+ 11.36%
$300K - $302K
113K $0
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
11.6K
New
$300K - $302K
11.6K $0
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
11.1K
+ 35.51%
$288K - $289K
42.2K $0
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
10.2K
+ 3753.11%
$266K - $268K
10.5K $0
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.68K
New
$252K - $253K
9.68K $0
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.28K
+ 8.2%
$241K - $243K
123K $0
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
9.17K
+ 38.32%
$238K - $240K
33.1K $0
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
8.38K
New
$218K - $219K
8.38K $0
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.2K
+ 4.18%
$213K - $214K
204K $0
Nov 12, 2021 Q3 2021
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
8.18K
New
$213K - $214K
8.18K $0
Oct 27, 2021 Q3 2021
Praetorian Wealth Management, Inc.

BUY
 -
7.87K
+ 4.65%
$205K - $206K
177K $0
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

BUY
 -
7.5K
+ 17.07%
$195K - $196K
51.4K $0
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
5.9K
+ 4.27%
$153K - $154K
144K $0
Oct 12, 2021 Q3 2021
Legacy Private Trust Co.

BUY
 -
4.57K
+ 7.76%
$119K - $119K
63.5K $0
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
4.5K
+ 4.31%
$117K - $118K
109K $0
Oct 04, 2021 Q3 2021
Confluence Investment Management LLC

BUY
 -
4.39K
+ 2.85%
$114K - $115K
158K $0
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
4.33K
+ 19.6%
$113K - $113K
26.4K $0
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
4.13K
+ 24.87%
$107K - $108K
20.7K $0
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
4.06K
+ 45.23%
$106K - $106K
13K $0
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.88K
+ 2.37%
$101K - $101K
167K $0
Oct 21, 2021 Q3 2021
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
3.74K
+ 2.01%
$97.3K - $97.8K
190K $0
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.29K
+ 5.75%
$85.4K - $85.9K
60.5K $0
Oct 20, 2021 Q3 2021
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
3.09K
+ 3.14%
$80.2K - $80.7K
101K $0
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.96K
+ 20.84%
$77K - $77.4K
17.2K $0
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

BUY
 -
2.9K
+ 132.72%
$75.4K - $75.8K
5.09K $0
Oct 13, 2021 Q3 2021
Capital Investment Advisors, LLC

BUY
 -
2.37K
+ 17.61%
$61.6K - $61.9K
15.8K $0
Nov 03, 2021 Q3 2021
Carl P. Sherr & Co., LLC

BUY
 -
2.11K
+ 26.84%
$54.9K - $55.2K
9.97K $0
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.05K
+ 27.32%
$53.4K - $53.7K
9.57K $0
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
2.01K
+ 13.54%
$52.4K - $52.6K
16.9K $0
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.82K
+ 9.78%
$47.3K - $47.5K
20.4K $0
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

BUY
 -
1.69K
+ 5.73%
$43.9K - $44.2K
31.1K $0
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
1.64K
+ 7.53%
$42.6K - $42.8K
23.4K $0
Nov 15, 2021 Q3 2021
Altium Wealth Management LLC

BUY
 -
1.29K
+ 6.78%
$33.6K - $33.8K
20.3K $0
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
1K
New
$26K - $26.1K
1K $0

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