Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.07M+ 3281.1% |
$106M - $109M
|
4.19M
$112M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196K+ 1219.67% |
$5.11M - $5.22M
|
212K
$5.64M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104KNew |
$2.73M - $2.78M
|
104K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91K+ 11.76% |
$2.38M - $2.43M
|
865K
$23.1M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
89.5K+ 130.28% |
$2.34M - $2.39M
|
158K
$4.22M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
88.3KNew |
$2.31M - $2.36M
|
88.3K
$2.35M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.7K+ 5.55% |
$2.08M - $2.13M
|
1.52M
$40.4M
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
77.2KNew |
$2.02M - $2.06M
|
77.2K
$2.06M
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
62.8K+ 52.1% |
$1.64M - $1.68M
|
183K
$4.89M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.5K+ 113.56% |
$1.37M - $1.4M
|
98.8K
$2.63M
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
51.9K+ 519.11% |
$1.36M - $1.39M
|
61.9K
$1.65M
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
42KNew |
$1.1M - $1.12M
|
42K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 14.09% |
$1.05M - $1.07M
|
326K
$8.69M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 41.52% |
$996K - $1.02M
|
130K
$3.46M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.7K+ 3.92% |
$907K - $925K
|
920K
$24.5M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34K+ 24.92% |
$889K - $908K
|
170K
$4.54M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.8K+ 4.49% |
$883K - $901K
|
785K
$20.9M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.1KNew |
$840K - $858K
|
32.1K
$856K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
31.7K+ 21.58% |
$830K - $847K
|
179K
$4.76M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.8K+ 5.78% |
$754K - $769K
|
527K
$14.1M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28K+ 117.87% |
$732K - $747K
|
51.7K
$1.38M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.9KNew |
$731K - $746K
|
27.9K
$745K
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
27.5K+ 13.75% |
$720K - $735K
|
228K
$6.07M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
27.4KNew |
$716K - $731K
|
27.4K
$730K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.1K+ 11.41% |
$630K - $643K
|
235K
$6.27M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.1KNew |
$603K - $616K
|
23.1K
$615K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.6K+ 47.11% |
$590K - $602K
|
70.5K
$1.88M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$587K - $599K
|
22.4K
$598K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.7K+ 3.04% |
$567K - $579K
|
735K
$19.6M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 2469.3% |
$473K - $483K
|
18.8K
$502K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 20.53% |
$404K - $413K
|
90.7K
$2.42M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 3.58% |
$400K - $408K
|
442K
$11.8M
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$364K - $372K
|
13.9K
$371K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13.2KNew |
$344K - $352K
|
13.2K
$351K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.9K+ 24.5% |
$339K - $346K
|
65.8K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 31.67% |
$316K - $323K
|
50.3K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$313K - $319K
|
12K
$319K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 26.17% |
$304K - $311K
|
56.1K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 10.9% |
$299K - $305K
|
116K
$3.1M
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 79.68% |
$294K - $300K
|
25.3K
$675K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11K+ 2.05% |
$287K - $293K
|
547K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.5KNew |
$222K - $227K
|
8.5K
$227K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
8.49K+ 71.82% |
$222K - $227K
|
20.3K
$542K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.64K+ 37.33% |
$200K - $204K
|
28.1K
$750K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.57KNew |
$198K - $202K
|
7.57K
$202K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.52KNew |
$197K - $201K
|
7.52K
$200K
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.42K+ 18.56% |
$168K - $171K
|
41K
$1.09M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.07K+ 10.4% |
$159K - $162K
|
64.4K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.95K+ 6.57% |
$156K - $159K
|
96.5K
$2.57M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$144K - $147K
|
5.5K
$147K
|