Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$141K - $143K
|
5.5K
$143K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.16K+ 21.95% |
$132K - $134K
|
28.7K
$747K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
5.06K+ 13.35% |
$130K - $131K
|
43K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
5K+ 10.77% |
$128K - $130K
|
51.4K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.56K+ 87.24% |
$117K - $118K
|
9.79K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.37K+ 14.63% |
$112K - $113K
|
34.2K
$891K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.16K+ 9.99% |
$107K - $108K
|
45.8K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 37.03% |
$100K - $101K
|
14.5K
$376K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.9K+ 3783.5% |
$99.8K - $101K
|
4K
$104K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.87K+ 31.71% |
$99.1K - $100K
|
16.1K
$419K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 2.88% |
$90.9K - $92.1K
|
127K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.24K+ 2.52% |
$83.1K - $84.1K
|
132K
$3.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 38.74% |
$79.4K - $80.4K
|
11.1K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
3K+ 21.28% |
$76.8K - $77.8K
|
17.1K
$445K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.91K+ 8.48% |
$74.4K - $75.4K
|
37.2K
$969K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.8K+ 2.1% |
$71.7K - $72.6K
|
136K
$3.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.29K+ 15.08% |
$58.7K - $59.4K
|
17.5K
$455K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.29K+ 1.94% |
$58.7K - $59.4K
|
121K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.24K+ 1.75% |
$57.3K - $58K
|
130K
$3.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$54.6K - $55.3K
|
2.13K
$55.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.76K+ 18.43% |
$45K - $45.6K
|
11.3K
$294K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.41K+ 2.73% |
$36K - $36.5K
|
52.9K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.41K+ 7.59% |
$36K - $36.5K
|
19.9K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.2K+ 8.52% |
$30.7K - $31.1K
|
15.3K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.15K+ 0.35% |
$29.5K - $29.9K
|
327K
$8.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
884+ 6.56% |
$22.6K - $22.9K
|
14.4K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
802+ 0.38% |
$20.5K - $20.8K
|
214K
$5.58M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
714+ 3.09% |
$18.3K - $18.5K
|
23.8K
$620K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
462+ 4.84% |
$11.8K - $12K
|
10K
$261K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
449+ 3.11% |
$11.5K - $11.6K
|
14.9K
$388K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
390+ 127.04% |
$9.99K - $10.1K
|
697
$18.2K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
327+ 67.56% |
$8.37K - $8.48K
|
811
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
283+ 5.63% |
$7.25K - $7.34K
|
5.31K
$138K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.04K - $7.13K
|
275
$7.16K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
207+ 1.68% |
$5.3K - $5.37K
|
12.5K
$326K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
138+ 0.85% |
$3.53K - $3.58K
|
16.4K
$426K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
108+ 0.58% |
$2.77K - $2.8K
|
18.7K
$487K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 3.09% |
$2.56K - $2.59K
|
3.34K
$86.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
99+ 60.74% |
$2.54K - $2.57K
|
262
$6.83K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
54+ 0.42% |
$1.38K - $1.4K
|
12.8K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.23% |
$1.08K - $1.09K
|
18.6K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
23+ 0.25% |
$589 - $597
|
9.34K
$243K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.05% |
$384 - $389
|
32K
$834K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$154 - $156
|
9.46K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$154 - $156
|
2.14K
$55.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.01% |
$76.8 - $77.8
|
30.9K
$804K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.38% |
$76.8 - $77.8
|
789
$20.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.29% |
$25.6 - $25.9
|
348
$9.07K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-61- 0.83% |
$1.56K - $1.58K
|
7.3K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-86- 0.12% |
$2.2K - $2.23K
|
74K
$1.93M
|