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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
471+ 59.25% |
$12.3K - $12.5K
|
1.27K
$33.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
471+ 59.25% |
$12.3K - $12.5K
|
1.27K
$33.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
412New |
$10.8K - $11K
|
412
$11K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 4.56% |
$3.92K - $4K
|
3.44K
$91.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92+ 0.4% |
$2.4K - $2.45K
|
23.1K
$617K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.3% |
$1.44K - $1.47K
|
18.1K
$483K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11+ 0.01% |
$288 - $293
|
98.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.35% |
$209 - $213
|
2.27K
$60.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$52.3 - $53.3
|
27.4K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.02% |
$52.3 - $53.3
|
11.4K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$52.3 - $53.3
|
613
$16.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 1.88% |
$235 - $240
|
471
$12.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-35- 0.43% |
$915 - $932
|
8.13K
$217K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-249- 2.61% |
$6.51K - $6.63K
|
9.3K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-264- 1.95% |
$6.9K - $7.03K
|
13.3K
$353K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-360- 2.44% |
$9.41K - $9.59K
|
14.4K
$384K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-489- 0.79% |
$12.8K - $13K
|
61.4K
$1.64M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-593- 4.5% |
$15.5K - $15.8K
|
12.6K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-660- 4.73% |
$17.3K - $17.6K
|
13.3K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-692- 0.45% |
$18.1K - $18.4K
|
152K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-898- 1.74% |
$23.5K - $23.9K
|
50.8K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 9.87% |
$36.5K - $37.2K
|
12.7K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.56K- 10.88% |
$40.8K - $41.5K
|
12.8K
$340K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.65K- 4.05% |
$43K - $43.8K
|
38.9K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.66K- 17.26% |
$43.3K - $44.2K
|
7.95K
$212K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 21.87% |
$44.2K - $45K
|
6.04K
$161K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.8K- 0.6% |
$47.1K - $48K
|
297K
$7.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.03K- 14.48% |
$53.2K - $54.2K
|
12K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.05K- 7.3% |
$53.7K - $54.7K
|
26.1K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.2K- 3.93% |
$57.6K - $58.7K
|
53.9K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.3K- 12.49% |
$60.1K - $61.3K
|
16.1K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.08K- 2.58% |
$80.5K - $82.1K
|
116K
$3.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.09K- 12.5% |
$80.8K - $82.3K
|
21.6K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.66K- 14.74% |
$95.8K - $97.6K
|
21.2K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.94K- 3.24% |
$103K - $105K
|
117K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.76K- 14.82% |
$124K - $127K
|
27.4K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.31KClosed |
$139K - $141K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.66K- 8.85% |
$148K - $151K
|
58.3K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.13K- 10.85% |
$186K - $190K
|
58.6K
$1.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.35K- 6.4% |
$192K - $196K
|
107K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.24K- 17.86% |
$215K - $220K
|
37.9K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.36K- 2.61% |
$219K - $223K
|
312K
$8.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.53K- 1.09% |
$223K - $227K
|
776K
$20.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.58K- 13.6% |
$250K - $255K
|
60.9K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-9.59K- 4.21% |
$251K - $256K
|
218K
$5.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 7.6% |
$309K - $315K
|
144K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13K- 1.41% |
$340K - $346K
|
907K
$24.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14.7K- 8.25% |
$385K - $392K
|
164K
$4.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-23.2K- 35.35% |
$605K - $617K
|
42.4K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.5K- 20.24% |
$615K - $627K
|
92.7K
$2.47M
|