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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
43+ 0.33% |
$1.09K - $1.1K
|
13.2K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.5K- 14.53% |
$571K - $573K
|
132K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.5KNew |
$1.49M - $1.49M
|
58.5K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-16.7K- 17.12% |
$424K - $426K
|
80.7K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.93K- 46.26% |
$253K - $253K
|
11.5K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-21.3K- 14.47% |
$541K - $542K
|
126K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-10.2K- 26.78% |
$258K - $259K
|
27.8K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
95.9K+ 886.82% |
$2.44M - $2.45M
|
107K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.7K- 10.07% |
$68.7K - $68.9K
|
24.1K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
150+ 0.09% |
$3.82K - $3.83K
|
174K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-18K- 43.11% |
$458K - $459K
|
23.8K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
89+ 0.07% |
$2.26K - $2.27K
|
131K
$0
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
170+ 1.89% |
$4.32K - $4.33K
|
9.17K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$25.4K - $25.5K
|
1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-141K- 6.95% |
$3.58M - $3.6M
|
1.89M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-341- 1.05% |
$8.66K - $8.69K
|
32.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.93K+ 4.3% |
$99.9K - $100K
|
95.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.5K- 11.31% |
$38.1K - $38.2K
|
11.8K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-43.1K- 61.23% |
$1.09M - $1.1M
|
27.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.18K- 10.38% |
$29.8K - $30K
|
10.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.9K- 48.53% |
$835K - $838K
|
34.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-62.8K- 98.74% |
$1.59M - $1.6M
|
800
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 5.01% |
$7.62K - $7.65K
|
6.29K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-672- 1.9% |
$17.1K - $17.1K
|
34.6K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.47% |
$1.02K - $1.02K
|
8.43K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.96K+ 11.98% |
$49.8K - $50K
|
18.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.15K- 0.95% |
$29.2K - $29.3K
|
120K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-808- 6.76% |
$20.5K - $20.6K
|
11.1K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.2K+ 3.91% |
$81.3K - $81.7K
|
85.2K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-73.9K- 59.75% |
$1.88M - $1.88M
|
49.8K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.54K- 1.51% |
$39K - $39.1K
|
100K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-949- 62.43% |
$24.1K - $24.2K
|
571
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.2KNew |
$488K - $490K
|
19.2K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-291- 2.93% |
$7.39K - $7.42K
|
9.63K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
887New |
$22.5K - $22.6K
|
887
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
21+ 0.06% |
$533 - $535
|
35.7K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.9KNew |
$99K - $99.4K
|
3.9K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
410+ 2.82% |
$10.4K - $10.5K
|
14.9K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
82.4KNew |
$2.09M - $2.1M
|
82.4K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$25.4 - $25.5
|
799
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
358+ 1.73% |
$9.09K - $9.13K
|
21K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
156+ 2.11% |
$3.96K - $3.98K
|
7.55K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.16K- 10.19% |
$29.5K - $29.6K
|
10.2K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-12.5K- 60.88% |
$316K - $317K
|
8K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.22K+ 10.22% |
$81.7K - $82K
|
34.7K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-110- 0.4% |
$2.79K - $2.8K
|
27.3K
$0
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
226+ 1.9% |
$5.74K - $5.76K
|
12.1K
$0
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.5KNew |
$165K - $165K
|
6.5K
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.41K+ 3832.58% |
$86.4K - $86.7K
|
3.5K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$6.96K - $6.99K
|
275
$0
|
|