Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
148KNew |
$3.67M - $3.74M
|
148K
$3.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
109KNew |
$2.69M - $2.75M
|
109K
$2.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
99.7KNew |
$2.47M - $2.52M
|
99.7K
$2.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.6K+ 8.59% |
$1.28M - $1.3M
|
652K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 15.75% |
$986K - $1.01M
|
293K
$7.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.1K+ 241.7% |
$968K - $988K
|
55.3K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 4.3% |
$908K - $927K
|
890K
$22.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.7K+ 8.46% |
$883K - $901K
|
457K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.4K+ 14.62% |
$777K - $793K
|
246K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2K+ 238.51% |
$648K - $661K
|
37.1K
$948K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.7K+ 7.53% |
$637K - $649K
|
367K
$9.38M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
24.8K+ 14.61% |
$613K - $625K
|
194K
$4.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.6K+ 64.27% |
$535K - $546K
|
55.2K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18KNew |
$445K - $454K
|
18K
$459K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 8.16% |
$375K - $383K
|
201K
$5.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
13.9K+ 46.38% |
$345K - $352K
|
44K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.6K+ 24.88% |
$312K - $318K
|
63.2K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 15.16% |
$288K - $294K
|
88.4K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.71K+ 6.78% |
$240K - $245K
|
153K
$3.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.06KNew |
$224K - $229K
|
9.06K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.74K+ 27.72% |
$216K - $221K
|
40.3K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.54K+ 3.48% |
$187K - $190K
|
224K
$5.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.81K+ 9.84% |
$144K - $147K
|
64.9K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.5K+ 11.96% |
$136K - $139K
|
51.5K
$1.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
4.8K+ 27.15% |
$119K - $121K
|
22.5K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.63K+ 13.75% |
$115K - $117K
|
38.3K
$978K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$111K - $114K
|
10K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$111K - $114K
|
10K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.3K+ 13.51% |
$107K - $109K
|
36.2K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.3KNew |
$106K - $108K
|
4.3K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04K+ 38.93% |
$100K - $102K
|
14.4K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.99K+ 41.63% |
$98.9K - $101K
|
13.6K
$347K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.82K+ 6.02% |
$94.6K - $96.5K
|
67.3K
$1.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 10.47% |
$77K - $78.6K
|
32.8K
$838K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.03KNew |
$75K - $76.5K
|
3.03K
$77.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.98K+ 5.26% |
$73.7K - $75.1K
|
59.5K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.74K+ 19.9% |
$67.9K - $69.2K
|
16.5K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.48K+ 4.11% |
$61.4K - $62.6K
|
62.8K
$1.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.4K+ 1.35% |
$59.4K - $60.6K
|
181K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 1.89% |
$56.3K - $57.4K
|
122K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.13K+ 3.77% |
$52.8K - $53.9K
|
58.6K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31K+ 1.65% |
$32.4K - $33K
|
80.7K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 1.87% |
$31.7K - $32.4K
|
70K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.02K+ 0.93% |
$25.2K - $25.7K
|
110K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1K+ 3.09% |
$24.8K - $25.3K
|
33.4K
$853K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
970+ 2.49% |
$24K - $24.5K
|
39.9K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
919+ 2.17% |
$22.8K - $23.2K
|
43.2K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
661+ 6.61% |
$16.4K - $16.7K
|
10.7K
$272K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
632+ 10.05% |
$15.6K - $16K
|
6.92K
$177K
|