Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-81.1KClosed |
$0 - $2.07M
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
240+ 0.72% |
$0 - $6.13K
|
33.8K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.4K+ 5.52% |
$265K - $266K
|
199K
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27.3K- 63.74% |
$695K - $697K
|
15.5K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.7KNew |
$43.1K - $43.3K
|
1.7K
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-134- 0.53% |
$3.41K - $3.42K
|
24.9K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.25K+ 7.22% |
$134K - $134K
|
78K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.8K- 8.19% |
$376K - $377K
|
165K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 23.75% |
$127K - $128K
|
16.1K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.99K- 8.89% |
$229K - $229K
|
92.1K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 11.69% |
$2.88M - $2.89M
|
855K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
450+ 2.16% |
$11.4K - $11.5K
|
21.3K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 13.32% |
$5.37K - $5.38K
|
1.37K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$419K - $421K
|
16.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 74.53% |
$355K - $356K
|
32.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 0.91% |
$29.2K - $29.3K
|
125K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.02K- 11.13% |
$76.7K - $77K
|
24.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.62K- 10.27% |
$92K - $92.3K
|
31.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 9.46% |
$30.4K - $30.5K
|
11.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
108K+ 24.73% |
$2.74M - $2.75M
|
544K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.04K- 17.57% |
$205K - $205K
|
37.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.1K- 8.81% |
$104K - $105K
|
42.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
186New |
$4.73K - $4.75K
|
186
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 10.9% |
$395K - $396K
|
127K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.36K- 3.68% |
$136K - $137K
|
140K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 10.63% |
$26.8K - $26.8K
|
10.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 15.11% |
$272K - $273K
|
60.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
416K+ 142.88% |
$10.6M - $10.6M
|
708K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.76K- 13.46% |
$44.7K - $44.8K
|
11.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.1K- 18.78% |
$1.17M - $1.18M
|
199K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-871- 4.8% |
$22.2K - $22.2K
|
17.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-600- 1.09% |
$15.3K - $15.3K
|
54.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10K- 4.36% |
$254K - $255K
|
219K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.04K- 4.26% |
$51.9K - $52.1K
|
45.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.37K- 14.29% |
$238K - $239K
|
56.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69KNew |
$1.76M - $1.76M
|
69K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
562+ 1.92% |
$14.3K - $14.3K
|
29.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-493- 3.16% |
$12.5K - $12.6K
|
15.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 0.46% |
$41K - $41.1K
|
347K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.24KNew |
$108K - $108K
|
4.24K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-467K- 43.52% |
$11.9M - $11.9M
|
606K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
611+ 6.27% |
$15.5K - $15.6K
|
10.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.48K- 30.45% |
$88.6K - $88.9K
|
7.95K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.55K- 2.34% |
$116K - $116K
|
190K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.85K+ 7.91% |
$149K - $149K
|
79.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.91K- 1.87% |
$201K - $202K
|
415K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.1KNew |
$385K - $386K
|
15.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.2KNew |
$311K - $312K
|
12.2K
$0
|
|