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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.22K- 0.78% |
$31.9K - $32.6K
|
155K
$4.14M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-1.39K- 8.58% |
$36.2K - $37K
|
14.8K
$394K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 5.78% |
$37.7K - $38.4K
|
23.5K
$626K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.8K- 16.58% |
$47.1K - $48.1K
|
9.05K
$241K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3.1K- 12.83% |
$81.1K - $82.8K
|
21.1K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.3K- 15.2% |
$86.3K - $88.1K
|
18.4K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.5K- 1.08% |
$91.6K - $93.5K
|
320K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.6K- 17.21% |
$94K - $96K
|
17.3K
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.75K- 21.07% |
$98.1K - $100K
|
14.1K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.45K- 9.93% |
$116K - $119K
|
40.3K
$1.07M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 45.0% |
$118K - $120K
|
5.5K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.62K- 40.82% |
$147K - $150K
|
8.15K
$217K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.89K- 5.72% |
$154K - $157K
|
97.1K
$2.59M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-6.46K- 44.19% |
$169K - $172K
|
8.16K
$218K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.82K- 14.49% |
$205K - $209K
|
46.2K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.31K- 25.05% |
$217K - $222K
|
24.9K
$663K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 9.97% |
$351K - $359K
|
121K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.6K- 46.94% |
$486K - $496K
|
21K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.1K- 16.88% |
$813K - $829K
|
153K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-43.2K- 12.01% |
$1.13M - $1.15M
|
317K
$8.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-44.9K- 52.51% |
$1.17M - $1.2M
|
40.6K
$1.08M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-86.2K- 31.98% |
$2.26M - $2.3M
|
183K
$4.89M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.03M- 96.24% |
$106M - $108M
|
158K
$4.2M
|