Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds December 202 (IBMO)

IBMO Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 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
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
584K
+ 74.08%
$14.4M - $14.9M
1.37M $35.1M
Apr 16, 2024 Q4 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
500K
+ 459.71%
$12.4M - $12.8M
609K $15.5M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
321K
+ 139.17%
$7.94M - $8.2M
552K $14.1M
Jan 29, 2024 Q4 2023
Crumly & Associates Inc.

BUY
 -
278K
New
$6.87M - $7.09M
278K $7.1M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
224K
+ 598.6%
$5.54M - $5.72M
262K $6.68M
Feb 13, 2024 Q4 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
198K
New
$4.9M - $5.06M
198K $5.06M
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
183K
+ 49.98%
$4.53M - $4.68M
551K $14.1M
Feb 07, 2024 Q4 2023
Hills Bank & Trust CO

BUY
 -
145K
+ 145.75%
$3.59M - $3.71M
245K $6.26M
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
125K
+ 84.39%
$3.09M - $3.19M
273K $6.97M
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
122K
+ 21.55%
$3.02M - $3.12M
690K $17.6M
Nov 13, 2024 Q4 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
73.1K
+ 37.67%
$1.81M - $1.87M
267K $6.83M
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
64.4K
+ 108.35%
$1.59M - $1.64M
124K $3.17M
Jan 30, 2024 Q4 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
60.4K
New
$1.49M - $1.54M
60.4K $1.54M
Feb 07, 2024 Q4 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
53.4K
+ 91.01%
$1.32M - $1.36M
112K $2.86M
Feb 06, 2024 Q4 2023
James Investment Research Inc

BUY
 -
50.3K
New
$1.24M - $1.28M
50.3K $1.28M
Jan 22, 2024 Q4 2023
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
44.8K
New
$1.11M - $1.14M
44.8K $1.14M
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
44.6K
+ 6.83%
$1.1M - $1.14M
697K $17.8M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
38.4K
+ 37.33%
$948K - $979K
141K $3.6M
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
36.6K
+ 4.23%
$906K - $935K
904K $23.1M
Feb 12, 2024 Q4 2023
Glenview Trust CO

Louisville, KY
BUY
 -
34.8K
New
$860K - $888K
34.8K $889K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
31.6K
New
$781K - $806K
31.6K $807K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
28.2K
+ 57.58%
$697K - $720K
77.2K $1.97M
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
28K
+ 181.87%
$693K - $716K
43.5K $1.11M
Jan 29, 2024 Q4 2023
Crumly & Associates Inc.

BUY
 -
26.6K
+ 9.57%
$657K - $679K
305K $7.78M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
26.2K
+ 37.41%
$647K - $668K
96.2K $2.46M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24.6K
+ 10.0%
$608K - $628K
271K $6.92M
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

BUY
 -
22.2K
+ 12.27%
$548K - $566K
203K $5.18M
Jan 12, 2024 Q4 2023
Wj Wealth Management, LLC

BUY
 -
21K
+ 44.65%
$519K - $536K
68K $1.74M
Jan 12, 2024 Q4 2023
Lantz Financial LLC

BUY
 -
20.8K
New
$514K - $531K
20.8K $531K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
20.1K
+ 168.34%
$496K - $513K
32K $818K
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
19.5K
+ 2.45%
$481K - $497K
816K $20.8M
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
19.3K
+ 35.01%
$478K - $494K
74.6K $1.9M
Jan 23, 2024 Q4 2023
Howland Capital Management LLC

BUY
 -
17.4K
+ 77.4%
$430K - $444K
39.9K $1.02M
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
17.1K
New
$423K - $437K
17.1K $438K
Feb 02, 2024 Q4 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
16.9K
New
$418K - $431K
16.9K $432K
Feb 14, 2024 Q4 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
16.8K
New
$414K - $428K
16.8K $428K
Jan 08, 2024 Q4 2023
First Affirmative Financial Network

BUY
 -
16.3K
New
$403K - $416K
16.3K $417K
Jan 26, 2024 Q4 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
13.5K
New
$333K - $344K
13.5K $344K
Jan 11, 2024 Q4 2023
Praetorian Wealth Management, Inc.

BUY
 -
12.6K
+ 5.62%
$311K - $322K
237K $6.05M
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
12.1K
+ 14.94%
$300K - $310K
93.3K $2.38M
Feb 02, 2024 Q4 2023
Spinnaker Trust

BUY
 -
11.9K
New
$295K - $305K
11.9K $305K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
10.9K
+ 40.18%
$269K - $278K
38K $971K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
10.9K
New
$269K - $278K
10.9K $278K
Feb 13, 2024 Q4 2023
Cooper/Haims Advisors, LLC

BUY
 -
10K
New
$247K - $255K
10K $255K
Feb 06, 2024 Q4 2023
Regions Financial Corp

BUY
 -
9.86K
+ 15.61%
$244K - $252K
73K $1.86M
Jan 10, 2024 Q4 2023
Patten Group, Inc.

BUY
 -
9.69K
New
$239K - $247K
9.69K $247K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.57K
+ 23.76%
$237K - $244K
49.9K $1.27M
Feb 08, 2024 Q4 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
9.46K
+ 8.57%
$234K - $242K
120K $3.06M
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8.47K
New
$209K - $216K
8.47K $216K

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