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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
606+ 49.15% |
$15K - $15.3K
|
1.84K
$47K
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
599+ 1.37% |
$14.8K - $15.1K
|
44.3K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
548+ 2.14% |
$13.6K - $13.8K
|
26.2K
$668K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
426+ 5.24% |
$10.5K - $10.8K
|
8.56K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
368+ 1.53% |
$9.11K - $9.3K
|
24.4K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
330New |
$8.17K - $8.34K
|
330
$8.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
269New |
$6.66K - $6.79K
|
269
$6.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
235New |
$5.82K - $5.94K
|
235
$6K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.49K - $1.52K
|
18.9K
$483K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 0.41% |
$916 - $935
|
8.99K
$229K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14+ 0.14% |
$347 - $354
|
10.3K
$264K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11+ 0.1% |
$272 - $278
|
11.5K
$293K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$49.5 - $50.5
|
357
$9.12K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-413- 3.05% |
$10.2K - $10.4K
|
13.1K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-437- 3.5% |
$10.8K - $11K
|
12.1K
$308K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-565- 1.46% |
$14K - $14.3K
|
38.2K
$976K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-613- 3.44% |
$15.2K - $15.5K
|
17.2K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-772- 2.77% |
$19.1K - $19.5K
|
27.1K
$693K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.3K- 3.18% |
$32.1K - $32.8K
|
39.6K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.5K- 13.02% |
$37K - $37.8K
|
9.99K
$255K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.5K- 0.88% |
$37.1K - $37.9K
|
168K
$4.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.71K- 3.51% |
$42.3K - $43.2K
|
47K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 2.11% |
$43.3K - $44.2K
|
81.2K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.77K- 4.05% |
$43.9K - $44.8K
|
41.9K
$1.07M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.83K- 13.69% |
$45.3K - $46.2K
|
11.5K
$295K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.92K- 10.75% |
$47.5K - $48.5K
|
15.9K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.95K- 9.3% |
$48.3K - $49.2K
|
19K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.88K- 7.18% |
$71.4K - $72.8K
|
37.3K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 20.46% |
$76K - $77.5K
|
11.9K
$305K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.28K- 6.44% |
$81.3K - $82.9K
|
47.7K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.31K- 1.42% |
$82K - $83.7K
|
231K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.28K- 20.2% |
$180K - $184K
|
28.7K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.61K- 12.95% |
$188K - $192K
|
51.2K
$1.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.69K- 20.13% |
$190K - $194K
|
30.5K
$779K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.78K- 7.87% |
$217K - $222K
|
103K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.4K- 1.07% |
$233K - $237K
|
867K
$22.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.3K- 41.85% |
$255K - $260K
|
14.3K
$366K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-10.9K- 41.31% |
$269K - $274K
|
15.4K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.5K- 18.36% |
$285K - $291K
|
51.2K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.6K- 1.8% |
$362K - $370K
|
796K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48.7K- 88.38% |
$1.21M - $1.23M
|
6.41K
$164K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.1K- 77.96% |
$1.29M - $1.32M
|
14.7K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-94.2K- 88.54% |
$2.33M - $2.38M
|
12.2K
$311K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-166K- 22.63% |
$4.11M - $4.2M
|
568K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-238K- 86.39% |
$5.89M - $6.01M
|
37.5K
$957K
|