Purchases and Sales Made in Q4 2019 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 Q4 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2020
Q4 2019
|
Estate Counselors, LLC
|
BUY
|
- |
106KNew |
$2.8M - $2.82M
|
106K
$2.77M
|
|
|
Feb 13, 2020
Q4 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.2K+ 93.44% |
$2.27M - $2.28M
|
178K
$4.65M
|
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.6KNew |
$2.02M - $2.03M
|
76.6K
$2M
|
|
|
Feb 05, 2020
Q4 2019
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
61.4KNew |
$1.62M - $1.63M
|
61.4K
$1.6M
|
|
|
Feb 06, 2020
Q4 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.6K+ 34.09% |
$1.09M - $1.1M
|
164K
$4.26M
|
|
|
Feb 14, 2020
Q4 2019
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.4KNew |
$1.01M - $1.02M
|
38.4K
$999K
|
|
|
Feb 03, 2020
Q4 2019
|
Regions Financial Corp
|
BUY
|
- |
32.9KNew |
$866K - $872K
|
32.9K
$858K
|
|
|
Jan 30, 2020
Q4 2019
|
Life Steps Financial, Inc.
|
BUY
|
- |
28.3KNew |
$743K - $748K
|
28.3K
$736K
|
|
|
Jan 21, 2020
Q4 2019
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.4K+ 50.91% |
$589K - $593K
|
66.4K
$1.73M
|
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15.5K+ 29.48% |
$407K - $410K
|
67.9K
$1.77M
|
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
14.4KNew |
$378K - $380K
|
14.4K
$374K
|
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$319K - $321K
|
12.1K
$316K
|
|
|
Jan 28, 2020
Q4 2019
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12KNew |
$316K - $318K
|
12K
$313K
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.7KNew |
$282K - $284K
|
10.7K
$279K
|
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.24KNew |
$243K - $245K
|
9.24K
$241K
|
|
|
Feb 14, 2020
Q4 2019
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.83K+ 66.45% |
$232K - $234K
|
22.1K
$576K
|
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
BUY
|
- |
8.69KNew |
$229K - $230K
|
8.69K
$226K
|
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.11K+ 85.57% |
$213K - $215K
|
17.6K
$458K
|
|
|
Jan 21, 2020
Q4 2019
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.9KNew |
$208K - $209K
|
7.9K
$206K
|
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.73KNew |
$203K - $205K
|
7.73K
$201K
|
|
|
Jan 31, 2020
Q4 2019
|
Asset Dedication, LLC
|
BUY
|
- |
7.73K+ 108.72% |
$203K - $205K
|
14.8K
$387K
|
|
|
Jan 13, 2020
Q4 2019
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.57KNew |
$199K - $200K
|
7.57K
$197K
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.27K+ 7.08% |
$191K - $192K
|
110K
$2.86M
|
|
|
Feb 12, 2020
Q4 2019
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
7.13K+ 24.41% |
$188K - $189K
|
36.3K
$946K
|
|
|
Jan 29, 2020
Q4 2019
|
Confluence Investment Management LLC
|
BUY
|
- |
7.05K+ 5.15% |
$186K - $187K
|
144K
$3.75M
|
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.63K+ 64.08% |
$174K - $176K
|
17K
$442K
|
|
|
Jan 23, 2020
Q4 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.94K+ 31.64% |
$156K - $157K
|
24.7K
$644K
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.34K+ 5.63% |
$114K - $115K
|
81.5K
$2.12M
|
|
|
Feb 14, 2020
Q4 2019
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4K+ 18.18% |
$105K - $106K
|
26K
$677K
|
|
|
Oct 09, 2020
Q4 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.23K+ 1.98% |
$85K - $85.5K
|
167K
$4.34M
|
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05KNew |
$80.2K - $80.7K
|
3.05K
$79.4K
|
|
|
Feb 06, 2020
Q4 2019
|
Sandy Spring Bank
|
BUY
|
- |
2.48K+ 21.46% |
$65.2K - $65.7K
|
14K
$366K
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.16K+ 13.6% |
$56.9K - $57.3K
|
18.1K
$471K
|
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.16K+ 5.88% |
$56.7K - $57.1K
|
38.8K
$1.01M
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91KNew |
$50.1K - $50.4K
|
1.91K
$49.6K
|
|
|
Feb 13, 2020
Q4 2019
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 11.62% |
$44.7K - $45K
|
16.3K
$425K
|
|
|
Jan 29, 2020
Q4 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 4.63% |
$42.2K - $42.4K
|
36.2K
$944K
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.44K+ 5.83% |
$38K - $38.2K
|
26.2K
$682K
|
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
875+ 72.61% |
$23K - $23.2K
|
2.08K
$54.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
557New |
$14.7K - $14.7K
|
557
$14.5K
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
509+ 1.6% |
$13.4K - $13.5K
|
32.4K
$843K
|
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 50.0% |
$5.26K - $5.3K
|
600
$15.6K
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
BUY
|
- |
170New |
$4.47K - $4.5K
|
170
$4.43K
|
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
150+ 0.72% |
$3.95K - $3.97K
|
20.9K
$544K
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.02% |
$78.9 - $79.4
|
12.6K
$328K
|
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-70Closed |
$1.84K - $1.85K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-386- 6.88% |
$10.2K - $10.2K
|
5.22K
$136K
|
|
|
Jan 17, 2020
Q4 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-628- 2.54% |
$16.5K - $16.6K
|
24.1K
$627K
|
|
|
Feb 11, 2020
Q4 2019
|
Wrapmanager Inc
|
SELL
|
- |
-1.32K- 6.19% |
$34.8K - $35.1K
|
20.1K
$523K
|