Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.07M+ 857.01% |
$27.8M - $27.9M
|
1.2M
$31.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
365KNew |
$9.44M - $9.47M
|
365K
$9.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
313K+ 62.4% |
$8.11M - $8.14M
|
815K
$21.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
129KNew |
$3.35M - $3.36M
|
129K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 64814.02% |
$2.75M - $2.76M
|
106K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.7K+ 111.62% |
$2.01M - $2.02M
|
147K
$3.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.7K+ 228.64% |
$1.91M - $1.92M
|
106K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
56K+ 9.44% |
$1.45M - $1.45M
|
649K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.7KNew |
$1.26M - $1.27M
|
48.7K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
48.3KNew |
$1.25M - $1.26M
|
48.3K
$1.26M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.9KNew |
$1.09M - $1.09M
|
41.9K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 161.4% |
$1M - $1.01M
|
62.7K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
32.2K+ 146.67% |
$833K - $836K
|
54.1K
$1.41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.1KNew |
$727K - $729K
|
28.1K
$731K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28K+ 75.94% |
$725K - $728K
|
64.9K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.6K+ 24.93% |
$585K - $587K
|
113K
$2.95M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
21.5KNew |
$556K - $558K
|
21.5K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.8K+ 127.65% |
$513K - $514K
|
35.3K
$920K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.5KNew |
$505K - $506K
|
19.5K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.6K+ 8.44% |
$405K - $406K
|
201K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
14.8K+ 5.3% |
$384K - $386K
|
295K
$7.68M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14K+ 102.36% |
$362K - $363K
|
27.6K
$720K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 16.34% |
$356K - $357K
|
97.8K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 12.51% |
$342K - $343K
|
119K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13KNew |
$338K - $339K
|
13K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$322K - $323K
|
12.4K
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9KNew |
$282K - $283K
|
10.9K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10.5K+ 95.34% |
$272K - $273K
|
21.5K
$561K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.1KNew |
$261K - $262K
|
10.1K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$259K - $260K
|
10K
$261K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.2K+ 8.51% |
$187K - $187K
|
91.9K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.72K+ 3.38% |
$148K - $149K
|
175K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.69K+ 6.73% |
$147K - $148K
|
90.3K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.17K+ 9.99% |
$108K - $108K
|
45.9K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
3.93K+ 6.49% |
$102K - $102K
|
64.4K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.85K+ 33.32% |
$99.7K - $100K
|
15.4K
$401K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.68K+ 16.35% |
$95.3K - $95.6K
|
26.2K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
3.55K+ 1.47% |
$92K - $92.3K
|
244K
$6.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.54K+ 21.34% |
$91.6K - $91.8K
|
20.1K
$524K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.09K+ 16.83% |
$80K - $80.3K
|
21.4K
$559K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2.31K+ 19.86% |
$59.9K - $60K
|
13.9K
$363K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.9K+ 16.07% |
$49.1K - $49.3K
|
13.7K
$357K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 0.22% |
$36.5K - $36.6K
|
636K
$16.6M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.38K+ 13.46% |
$35.8K - $35.9K
|
11.7K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.27K+ 2.49% |
$32.8K - $32.9K
|
52.1K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.26K+ 1.37% |
$32.6K - $32.7K
|
92.9K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 2.72% |
$29.8K - $29.9K
|
43.4K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 6.69% |
$22.4K - $22.5K
|
13.8K
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
776+ 4.41% |
$20.1K - $20.2K
|
18.4K
$479K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
720New |
$18.6K - $18.7K
|
720
$18.8K
|