Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.06M+ 22837.57% |
$53.7M - $54.8M
|
2.06M
$55M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
203K+ 64.15% |
$5.31M - $5.41M
|
520K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 39.01% |
$3.32M - $3.39M
|
453K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.6K+ 3.61% |
$1.43M - $1.46M
|
1.57M
$41.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.3KNew |
$870K - $887K
|
33.3K
$887K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
31.3K+ 5.09% |
$819K - $834K
|
647K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4K+ 16.11% |
$717K - $731K
|
198K
$5.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
23.8K+ 12.65% |
$621K - $633K
|
212K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 4.59% |
$531K - $541K
|
463K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.3K+ 91.92% |
$504K - $514K
|
40.3K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
18.9K+ 109.78% |
$495K - $504K
|
36.2K
$964K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
16.6K+ 3.02% |
$433K - $441K
|
564K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.3K+ 2.09% |
$401K - $408K
|
750K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 13.87% |
$378K - $385K
|
119K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14K+ 73.63% |
$367K - $374K
|
33.1K
$883K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.3K+ 91.52% |
$322K - $329K
|
25.8K
$688K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 12.03% |
$285K - $291K
|
102K
$2.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.6K+ 124.45% |
$277K - $282K
|
19.1K
$509K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3KNew |
$269K - $274K
|
10.3K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 3.44% |
$212K - $216K
|
243K
$6.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.23K+ 27.7% |
$189K - $193K
|
33.3K
$888K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
7.15K+ 13.55% |
$187K - $191K
|
59.9K
$1.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
6.91K+ 21.77% |
$181K - $184K
|
38.7K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
6.65K+ 35.6% |
$174K - $177K
|
25.3K
$675K
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.33K+ 3.45% |
$166K - $169K
|
190K
$5.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.33K+ 3.45% |
$166K - $169K
|
190K
$5.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.11K+ 14.9% |
$160K - $163K
|
47.1K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6K+ 25.53% |
$157K - $160K
|
29.5K
$786K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
5.83K+ 41.86% |
$152K - $155K
|
19.7K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.92K+ 26.12% |
$129K - $131K
|
23.8K
$633K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
4.45K+ 18.03% |
$116K - $119K
|
29.1K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.79K+ 6.92% |
$98.9K - $101K
|
58.5K
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$96.7K - $98.6K
|
3.7K
$98.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.5K+ 3.32% |
$91.5K - $93.2K
|
109K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 2.07% |
$70.2K - $71.6K
|
132K
$3.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$66.1K - $67.3K
|
2.53K
$67.3K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.2K+ 2.28% |
$57.4K - $58.5K
|
98.7K
$2.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.06K+ 4.09% |
$53.8K - $54.8K
|
52.3K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 2.78% |
$50.1K - $51K
|
70.9K
$1.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 6.69% |
$45.1K - $46K
|
27.5K
$733K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.49K+ 5.34% |
$39K - $39.7K
|
29.4K
$784K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.42K+ 1.79% |
$37.1K - $37.8K
|
80.7K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.37K+ 3.4% |
$35.8K - $36.5K
|
41.7K
$1.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.07K+ 2.4% |
$27.9K - $28.4K
|
45.6K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.05K+ 12.88% |
$27.4K - $28K
|
9.21K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
979+ 1.11% |
$25.6K - $26.1K
|
89.3K
$2.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
815+ 1.91% |
$21.3K - $21.7K
|
43.6K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
709New |
$18.5K - $18.9K
|
709
$18.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
622+ 0.45% |
$16.3K - $16.6K
|
138K
$3.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
575+ 2.83% |
$15K - $15.3K
|
20.9K
$557K
|