Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
137K+ 6.63% |
$3.57M - $3.61M
|
2.2M
$58.7M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
132KNew |
$3.43M - $3.47M
|
132K
$3.51M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
127KNew |
$3.32M - $3.36M
|
127K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120K+ 23.94% |
$3.12M - $3.15M
|
619K
$16.5M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
104KNew |
$2.7M - $2.73M
|
104K
$2.76M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
85.8K+ 13.27% |
$2.24M - $2.26M
|
733K
$19.5M
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
51.2KNew |
$1.33M - $1.35M
|
51.2K
$1.36M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
47.7K+ 8.45% |
$1.24M - $1.26M
|
611K
$16.3M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
34.6K+ 6.66% |
$902K - $913K
|
554K
$14.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 7.45% |
$606K - $613K
|
335K
$8.94M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.9KNew |
$596K - $603K
|
22.9K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
22.9K+ 12.05% |
$596K - $603K
|
213K
$5.67M
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
22.9K+ 12.05% |
$596K - $603K
|
213K
$5.67M
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
18.5K+ 51.08% |
$482K - $487K
|
54.6K
$1.46M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.1K+ 47.91% |
$446K - $451K
|
52.8K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 11.08% |
$383K - $387K
|
147K
$3.92M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.8K+ 21.95% |
$334K - $337K
|
71K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 45.82% |
$327K - $331K
|
39.9K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1KNew |
$291K - $294K
|
11.1K
$297K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 4.39% |
$279K - $282K
|
254K
$6.78M
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10.7KNew |
$278K - $281K
|
10.7K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.4KNew |
$270K - $273K
|
10.4K
$276K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
9.6K+ 37.9% |
$250K - $253K
|
34.9K
$931K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.44K+ 18.03% |
$246K - $249K
|
61.8K
$1.65M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.58KNew |
$224K - $226K
|
8.58K
$229K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.17KNew |
$213K - $215K
|
8.17K
$218K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.92K+ 5.51% |
$207K - $209K
|
152K
$4.04M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
7.66K+ 12.36% |
$200K - $202K
|
69.6K
$1.86M
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
6.86K+ 33.4% |
$179K - $181K
|
27.4K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.36K+ 0.85% |
$166K - $168K
|
757K
$20.2M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.18KNew |
$161K - $163K
|
6.18K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.87K+ 6.33% |
$153K - $155K
|
98.6K
$2.63M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.35K+ 4.51% |
$140K - $141K
|
124K
$3.31M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5KNew |
$130K - $132K
|
5K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.66K+ 15.85% |
$122K - $123K
|
34.1K
$909K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$117K - $119K
|
10K
$267K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$117K - $119K
|
10K
$267K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.35K+ 13.05% |
$113K - $115K
|
37.7K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.28K+ 4.17% |
$112K - $113K
|
107K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.11KNew |
$107K - $108K
|
4.11K
$110K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.96K+ 4.91% |
$103K - $105K
|
84.7K
$2.26M
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.84K+ 3.88% |
$100K - $101K
|
103K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.39KNew |
$88.5K - $89.5K
|
3.39K
$90.5K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.07K+ 11.16% |
$80K - $80.9K
|
30.6K
$815K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.91K+ 5.73% |
$76K - $76.8K
|
53.7K
$1.43M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.66K+ 12.73% |
$69.3K - $70.1K
|
23.5K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.6K+ 1.23% |
$67.9K - $68.6K
|
214K
$5.71M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.45K+ 7.41% |
$64K - $64.7K
|
35.6K
$949K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 1.84% |
$56.4K - $57K
|
120K
$3.19M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 1.87% |
$49.5K - $50.1K
|
104K
$2.76M
|