Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.75K+ 2.2% |
$115K - $122K
|
221K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.23K+ 21.16% |
$103K - $108K
|
24.2K
$609K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.2K+ 3.81% |
$102K - $108K
|
115K
$2.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.81K+ 14.86% |
$92.5K - $97.6K
|
29.5K
$740K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49K+ 18.25% |
$60.4K - $63.8K
|
16.1K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.41K+ 23.73% |
$58.5K - $61.8K
|
12.6K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23K+ 6.14% |
$54.1K - $57.1K
|
38.6K
$969K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.11K+ 16.29% |
$51.2K - $54.1K
|
15.1K
$379K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.58K+ 4.72% |
$38.4K - $40.6K
|
35.1K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.37K+ 10.46% |
$33.3K - $35.2K
|
14.5K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1K+ 6.07% |
$24.3K - $25.7K
|
17.5K
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
813New |
$19.7K - $20.8K
|
813
$20.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.4K - $19.5K
|
760
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
339+ 0.7% |
$8.22K - $8.68K
|
48.6K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
154+ 1.63% |
$3.74K - $3.94K
|
9.59K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
84+ 140.0% |
$2.04K - $2.15K
|
144
$3.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
49+ 0.16% |
$1.19K - $1.25K
|
31.5K
$793K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
25+ 12.5% |
$607 - $640
|
225
$5.65K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-333- 1.63% |
$8.08K - $8.53K
|
20.1K
$504K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-359- 2.47% |
$8.71K - $9.19K
|
14.2K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-453- 2.17% |
$11K - $11.6K
|
20.4K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-466- 0.53% |
$11.3K - $11.9K
|
87.7K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-762- 7.35% |
$18.5K - $19.5K
|
9.6K
$241K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-788- 26.87% |
$19.1K - $20.2K
|
2.15K
$53.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-955Closed |
$23.2K - $24.5K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.3K - $32K
|
1.48K
$37.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.44K- 0.7% |
$34.8K - $36.8K
|
205K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.99K- 9.09% |
$48.3K - $51K
|
19.9K
$501K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.03K- 5.1% |
$49.2K - $51.9K
|
37.7K
$948K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.61K- 12.41% |
$112K - $118K
|
32.5K
$817K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.34K- 2.22% |
$202K - $214K
|
367K
$9.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.1K- 50.6% |
$293K - $309K
|
11.8K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 9.61% |
$302K - $319K
|
117K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.3K- 52.68% |
$370K - $391K
|
13.7K
$344K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-21.4K- 63.76% |
$520K - $549K
|
12.2K
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-34.5K- 41.48% |
$837K - $884K
|
48.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37K- 40.43% |
$897K - $947K
|
54.5K
$1.37M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.5K- 24.88% |
$983K - $1.04M
|
122K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75.1K- 17.26% |
$1.82M - $1.92M
|
360K
$9.05M
|