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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-330- 19.19% |
$8.49K - $8.53K
|
1.39K
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-768- 6.73% |
$19.8K - $19.9K
|
10.6K
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-824Closed |
$21.2K - $21.3K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-979- 2.24% |
$25.2K - $25.3K
|
42.8K
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 56.1% |
$29.6K - $29.7K
|
900
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wrapmanager Inc
|
SELL
|
- |
-1.33K- 6.13% |
$34.2K - $34.4K
|
20.4K
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.7K- 12.67% |
$43.7K - $44K
|
11.7K
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.11K- 4.58% |
$54.2K - $54.5K
|
44K
$0
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.98K- 1.2% |
$76.7K - $77.1K
|
245K
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.99K- 8.7% |
$76.8K - $77.2K
|
31.3K
$0
|
|
|
Jun 02, 2020
Q4 2019
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.29K- 2.36% |
$84.5K - $85K
|
136K
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.58K- 9.02% |
$195K - $196K
|
76.4K
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.67KClosed |
$249K - $250K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 4.04% |
$358K - $360K
|
331K
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 5.7% |
$363K - $365K
|
234K
$0
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-14.5K- 60.72% |
$374K - $376K
|
9.4K
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.7K- 27.5% |
$378K - $380K
|
38.7K
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.9KClosed |
$511K - $513K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20K- 82.3% |
$515K - $517K
|
4.3K
$0
|