Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
27+ 0.24% |
$670 - $691
|
11.1K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.49% |
$149 - $154
|
1.24K
$31.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$24.8 - $25.6
|
143
$3.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 0.05% |
$99.3 - $102
|
7.36K
$185K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-16- 1.6% |
$397 - $410
|
985
$24.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-68- 0.4% |
$1.69K - $1.74K
|
17K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-176- 1.68% |
$4.37K - $4.51K
|
10.3K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-453- 0.18% |
$11.2K - $11.6K
|
253K
$6.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 5.88% |
$12.4K - $12.8K
|
8K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.1K- 9.93% |
$27.4K - $28.2K
|
10K
$252K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.1K- 1.02% |
$27.4K - $28.3K
|
107K
$2.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.37K- 9.22% |
$34K - $35.1K
|
13.5K
$340K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.76K- 18.36% |
$43.8K - $45.2K
|
7.84K
$197K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 0.85% |
$47.5K - $49K
|
222K
$5.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.5K- 4.51% |
$62K - $63.9K
|
52.8K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.7K- 6.11% |
$66.9K - $69.1K
|
41.5K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.23K- 2.24% |
$80.2K - $82.8K
|
141K
$3.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 3.66% |
$87.1K - $89.9K
|
92.3K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.95K- 19.74% |
$98.1K - $101K
|
16.1K
$405K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.95K- 11.97% |
$123K - $127K
|
36.4K
$917K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.99K- 3.98% |
$124K - $128K
|
120K
$3.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.99K- 12.17% |
$198K - $204K
|
57.6K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.05K- 18.5% |
$200K - $206K
|
35.5K
$893K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.74K- 61.37% |
$217K - $224K
|
5.5K
$138K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 2.32% |
$283K - $292K
|
479K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 7.91% |
$404K - $416K
|
189K
$4.76M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-38.4K- 36.92% |
$952K - $982K
|
65.5K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52.8K- 23.98% |
$1.31M - $1.35M
|
167K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 51.26% |
$2.8M - $2.89M
|
107K
$2.7M
|