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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.53K+ 5.23% |
$39.8K - $40.2K
|
30.7K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 3.06% |
$32.2K - $32.5K
|
41.5K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.03K+ 5.22% |
$26.9K - $27.2K
|
20.8K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
884+ 1.64% |
$23.1K - $23.3K
|
54.8K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
750+ 19.48% |
$19.6K - $19.8K
|
4.6K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
631+ 2.42% |
$16.5K - $16.6K
|
26.7K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
607+ 0.44% |
$15.8K - $16K
|
139K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
603+ 98.37% |
$15.7K - $15.9K
|
1.22K
$32.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
571+ 5.25% |
$14.9K - $15.1K
|
11.4K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
566+ 1.36% |
$14.8K - $14.9K
|
42.3K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
562+ 9.3% |
$14.7K - $14.8K
|
6.6K
$176K
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
446+ 0.2% |
$11.6K - $11.8K
|
219K
$5.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
412+ 0.87% |
$10.7K - $10.9K
|
47.5K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
374+ 1.27% |
$9.75K - $9.87K
|
29.9K
$796K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
340+ 4.18% |
$8.87K - $8.97K
|
8.47K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99+ 0.43% |
$2.58K - $2.61K
|
23.2K
$620K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.33% |
$1.56K - $1.58K
|
18.2K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 0.36% |
$965 - $976
|
10.3K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 5.94% |
$730 - $739
|
499
$13.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
21+ 0.03% |
$548 - $554
|
61.5K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.35% |
$209 - $211
|
2.28K
$60.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.01% |
$130 - $132
|
67.9K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.01% |
$78.2 - $79.1
|
27.4K
$730K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-9- 0.04% |
$235 - $237
|
21.1K
$561K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14- -0.0% |
$365 - $369
|
453K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.37% |
$991 - $1K
|
10.2K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-251- 0.35% |
$6.55K - $6.62K
|
70.6K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-382- 2.99% |
$9.96K - $10.1K
|
12.4K
$330K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-400- 0.37% |
$10.4K - $10.6K
|
109K
$2.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-440- 3.31% |
$11.5K - $11.6K
|
12.9K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-489- 1.16% |
$12.8K - $12.9K
|
41.6K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-502- 3.49% |
$13.1K - $13.2K
|
13.9K
$371K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-540- 2.3% |
$14.1K - $14.2K
|
23K
$612K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-891- 7.8% |
$23.2K - $23.5K
|
10.5K
$281K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 10.44% |
$34.7K - $35.1K
|
11.4K
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.3% |
$36.3K - $36.7K
|
106K
$2.83M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.76K- 14.01% |
$46K - $46.5K
|
10.8K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 1.12% |
$47.8K - $48.3K
|
162K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.92K- 4.22% |
$50.1K - $50.7K
|
43.6K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.96K- 14.8% |
$51.2K - $51.8K
|
11.3K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.17K- 10.25% |
$56.6K - $57.3K
|
19K
$507K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.45K- 0.82% |
$63.9K - $64.6K
|
295K
$7.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.61K- 0.34% |
$68.1K - $68.9K
|
774K
$20.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.71K- 14.18% |
$70.6K - $71.4K
|
16.4K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 2.41% |
$73K - $73.8K
|
113K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.26K- 8.43% |
$85K - $86K
|
35.4K
$944K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.64K- 8.36% |
$95K - $96.1K
|
39.9K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.96K- 4.01% |
$103K - $105K
|
94.7K
$2.53M
|