Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds December 202 (IBMO)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2K- 3.88% |
$49.4K - $51K
|
49.5K
$1.26M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.43K- 21.04% |
$59.9K - $61.9K
|
9.11K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.57K- 5.95% |
$63.5K - $65.6K
|
40.6K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.09K- 10.33% |
$101K - $104K
|
35.5K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.33K- 8.46% |
$107K - $110K
|
46.9K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.42K- 32.5% |
$109K - $113K
|
9.17K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.47K- 25.99% |
$110K - $114K
|
12.7K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.18K- 32.5% |
$128K - $132K
|
10.8K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.67K- 38.54% |
$140K - $145K
|
9.05K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.48K- 16.26% |
$160K - $165K
|
33.4K
$852K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.31K- 12.81% |
$205K - $212K
|
56.6K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.6K- 10.28% |
$311K - $321K
|
110K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.8K- 44.57% |
$317K - $327K
|
15.9K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-17.4K- 10.34% |
$430K - $444K
|
151K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 35.37% |
$549K - $567K
|
40.6K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.2K- 52.73% |
$622K - $642K
|
22.6K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.3K- 80.1% |
$1.09M - $1.13M
|
11K
$281K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-62.1K- 83.6% |
$1.53M - $1.58M
|
12.2K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-230K- 25.79% |
$5.67M - $5.86M
|
661K
$16.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-314K- 36.24% |
$7.75M - $8M
|
552K
$14.1M
|