Purchases and Sales Made in Q4 2019 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 Q4 2019. 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
Feb 14, 2020 Q4 2019	Jane Street Group, LLC New York, NY	BUY	-	208K New	$5.36M - $5.39M	208K $0
Feb 05, 2020 Q4 2019	Sentinel Pension Advisors Inc Wakefield, MA	BUY	-	70.5K New	$1.81M - $1.82M	70.5K $0
Feb 14, 2020 Q4 2019	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	66.6K New	$1.71M - $1.72M	66.6K $0
Jan 30, 2020 Q4 2019	Life Steps Financial, Inc.	BUY	-	59K New	$1.52M - $1.52M	59K $0
Feb 14, 2020 Q4 2019	High Tower Advisors, LLC Chicago, IL	BUY	-	30.6K + 6.9%	$788K - $792K	475K $0
Feb 13, 2020 Q4 2019	Stifel Financial Corp St. Louis, MO	BUY	-	25.9K + 81.03%	$666K - $669K	57.8K $0
Jan 31, 2020 Q4 2019	New Edge Advisors, LLC New Orleans, LA	BUY	-	23.6K + 18.12%	$606K - $609K	154K $0
Feb 14, 2020 Q4 2019	Flow Traders U.S. LLC New York, NY	BUY	-	23.1K New	$595K - $598K	23.1K $0
Feb 13, 2020 Q4 2019	Mercer Global Advisors Inc Denver, CO	BUY	-	21.7K + 54.46%	$557K - $560K	61.4K $0
Jan 30, 2020 Q4 2019	Sonata Capital Group Inc	BUY	-	20.2K + 213.28%	$519K - $522K	29.6K $0
Feb 03, 2020 Q4 2019	Regions Financial Corp	BUY	-	16.7K + 27.97%	$430K - $432K	76.4K $0
Feb 04, 2020 Q4 2019	Amg National Trust Bank	BUY	-	16.5K + 16.04%	$424K - $426K	119K $0
Feb 10, 2020 Q4 2019	Bcs Wealth Management	BUY	-	15.8K New	$406K - $408K	15.8K $0
Jan 28, 2020 Q4 2019	Brandywine Oak Private Wealth LLC	BUY	-	15.5K New	$398K - $400K	15.5K $0
Feb 14, 2020 Q4 2019	Lpl Financial LLC Fort Mill, SC	BUY	-	12.6K + 13.16%	$325K - $326K	109K $0
Feb 07, 2020 Q4 2019	Independent Advisor Alliance	BUY	-	12.3K New	$316K - $318K	12.3K $0
Feb 14, 2020 Q4 2019	D.A. Davidson & Co.	BUY	-	12.2K New	$314K - $316K	12.2K $0
Feb 13, 2020 Q4 2019	Mariner, LLC Overland Park, KS	BUY	-	11.6K + 19.58%	$299K - $300K	70.9K $0
Jan 21, 2020 Q4 2019	Central Trust CO Jefferson City, MO	BUY	-	11.1K + 14.3%	$286K - $287K	88.7K $0
Feb 14, 2020 Q4 2019	Stonebridge Capital Advisors LLC St Paul, MN	BUY	-	10.5K + 14.31%	$269K - $271K	83.7K $0
Feb 14, 2020 Q4 2019	Captrust Financial Advisors Raleigh, NC	BUY	-	10.4K New	$268K - $269K	10.4K $0
Jan 28, 2020 Q4 2019	Bay Colony Advisory Group, Inc D	BUY	-	9.67K New	$249K - $250K	9.67K $0
Jan 10, 2020 Q4 2019	Gateway Advisory, LLC Westfield, NJ	BUY	-	9.37K + 4.74%	$241K - $242K	207K $0
Feb 13, 2020 Q4 2019	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	8.36K + 72.89%	$215K - $216K	19.8K $0
Feb 13, 2020 Q4 2019	Kathmere Capital Management, LLC Wayne, PA	BUY	-	8.22K New	$212K - $213K	8.22K $0
Jan 31, 2020 Q4 2019	Asset Dedication, LLC	BUY	-	7.69K + 72.45%	$198K - $199K	18.3K $0
Feb 12, 2020 Q4 2019	Covington Investment Advisors Inc. Ligonier, PA	BUY	-	7.39K + 24.94%	$190K - $191K	37K $0
Jan 29, 2020 Q4 2019	Confluence Investment Management LLC	BUY	-	7.13K + 5.4%	$183K - $184K	139K $0
Jan 21, 2020 Q4 2019	Sigma Investment Counselors Inc	BUY	-	6K + 51.55%	$154K - $155K	17.6K $0
Feb 12, 2020 Q4 2019	Raymond James & Associates St Petersburg, FL	BUY	-	5K + 4.09%	$129K - $129K	127K $0
Jan 15, 2020 Q4 2019	Guidance Point Advisors, LLC	BUY	-	4.95K + 17.88%	$127K - $128K	32.6K $0
Feb 13, 2020 Q4 2019	Carnegie Capital Asset Management, LLC	BUY	-	4.8K + 9.58%	$124K - $124K	54.9K $0
Feb 12, 2020 Q4 2019	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	3.67K + 2.37%	$94.5K - $94.9K	159K $0
Feb 14, 2020 Q4 2019	Ausdal Financial Partners, Inc. Davenport, IA	BUY	-	3.38K + 22.56%	$87K - $87.4K	18.4K $0
Sep 07, 2021 Q4 2019	Geneos Wealth Management Inc.	BUY	-	3.12K New	$80.2K - $80.6K	3.12K $0
Feb 13, 2020 Q4 2019	Northwestern Mutual Wealth Management CO	BUY	-	2.26K + 4.34%	$58.1K - $58.4K	54.3K $0
Feb 04, 2020 Q4 2019	Advisory Services Network, LLC	BUY	-	1.95K New	$50K - $50.3K	1.95K $0
Jan 29, 2020 Q4 2019	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	1.63K + 2.18%	$42K - $42.3K	76.6K $0
Feb 04, 2020 Q4 2019	Us Bancorp \De\	BUY	-	1.55K + 0.68%	$39.9K - $40.1K	229K $0
Jan 22, 2020 Q4 2019	Leavell Investment Management, Inc.	BUY	-	1.5K + 1.05%	$38.6K - $38.8K	145K $0
Feb 20, 2020 Q4 2019	Integrated Wealth Concepts LLC	BUY	-	1.11K + 13.02%	$28.7K - $28.8K	9.67K $0
Jan 21, 2020 Q4 2019	Capital Investment Advisors, LLC	BUY	-	991 + 8.54%	$25.5K - $25.6K	12.6K $0
Feb 27, 2020 Q4 2019	Wealth Quarterback LLC Toms River, NJ	BUY	-	697 New	$17.9K - $18K	697 $0
Feb 14, 2020 Q4 2019	Sunbelt Securities, Inc. Houston, TX	BUY	-	593 New	$15.3K - $15.3K	593 $0
Feb 06, 2020 Q4 2019	Sandy Spring Bank	BUY	-	565 + 3.9%	$14.5K - $14.6K	15K $0
Jan 31, 2020 Q4 2019	Valmark Advisers, Inc.	BUY	-	232 + 1.41%	$5.97K - $6K	16.6K $0
Feb 04, 2020 Q4 2019	Cambridge Investment Research Advisors, Inc.	BUY	-	175 + 0.74%	$4.5K - $4.53K	23.9K $0
Feb 07, 2020 Q4 2019	Lincoln National Corp	BUY	-	140 + 0.24%	$3.6K - $3.62K	57.4K $0
Feb 06, 2020 Q4 2019	Cedar Brook Financial Partners, LLC Cleveland, OH	BUY	-	34 + 0.14%	$875 - $879	24K $0
Feb 13, 2020 Q4 2019	Ameritas Investment Partners, Inc. Lincoln, NE	BUY	-	2 + 0.01%	$51.5 - $51.7	13.5K $0

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Account

Purchases and Sales Made in Q4 2019 in Ishares Tr Ibonds Dec 2023 Ter (IBML)

208K

70.5K

66.6K

59K

30.6K

25.9K

23.6K

23.1K

21.7K

20.2K

16.7K

16.5K

15.8K

15.5K

12.6K

12.3K

12.2K

11.6K

11.1K

10.5K

10.4K

9.67K

9.37K

8.36K

8.22K

7.69K

7.39K

7.13K

6K

5K

4.95K

4.8K

3.67K

3.38K

3.12K

2.26K

1.95K

1.63K

1.55K

1.5K

1.11K

991

697

593

565

232

175

140

34

2

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