Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
239+ 0.52% |
$5.85K - $6.01K
|
46.1K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
176+ 0.32% |
$4.31K - $4.43K
|
55K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
75+ 0.4% |
$1.84K - $1.89K
|
19K
$478K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 0.17% |
$465 - $478
|
11K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13+ 0.06% |
$318 - $327
|
22.3K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.49% |
$147 - $151
|
1.24K
$31.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.15% |
$3.43K - $3.52K
|
92.2K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-440- 3.96% |
$10.8K - $11.1K
|
10.7K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-548- 5.32% |
$13.4K - $13.8K
|
9.75K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-552- 4.09% |
$13.5K - $13.9K
|
12.9K
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-614- 0.15% |
$15K - $15.4K
|
403K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-731- 5.12% |
$17.9K - $18.4K
|
13.6K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-776- 3.22% |
$19K - $19.5K
|
23.3K
$587K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.4K- 6.4% |
$34.2K - $35.2K
|
20.5K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.71K- 6.71% |
$66.3K - $68.2K
|
37.7K
$949K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.72K- 36.9% |
$66.5K - $68.3K
|
4.64K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.49K- 3.98% |
$134K - $138K
|
132K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.63K- 0.74% |
$138K - $142K
|
760K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.28K- 36.08% |
$178K - $183K
|
12.9K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.64K- 13.26% |
$187K - $192K
|
50K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.82K- 6.26% |
$216K - $222K
|
132K
$3.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.84K- 24.93% |
$216K - $222K
|
26.6K
$670K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.98K- 23.19% |
$220K - $226K
|
29.7K
$749K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.4K- 41.76% |
$254K - $261K
|
14.5K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.4K- 28.92% |
$280K - $288K
|
28.1K
$709K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.6K- 4.0% |
$652K - $670K
|
639K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.1K- 33.7% |
$884K - $908K
|
71K
$1.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-46.5K- 70.93% |
$1.14M - $1.17M
|
19.1K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48.8K- 88.34% |
$1.19M - $1.23M
|
6.44K
$162K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-94.4K- 88.53% |
$2.31M - $2.37M
|
12.2K
$308K
|