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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-27.5K- 21.77% |
$695K - $698K
|
98.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.65K- 13.86% |
$41.9K - $42K
|
10.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.91M- 96.07% |
$73.6M - $73.9M
|
119K
$0
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
16KNew |
$405K - $407K
|
16K
$0
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
472+ 4.87% |
$12K - $12K
|
10.2K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67KNew |
$42.3K - $42.4K
|
1.67K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-24K- 39.64% |
$608K - $610K
|
36.5K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.29K- 2.96% |
$32.7K - $32.8K
|
42.3K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$539K - $541K
|
21.3K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9.88K+ 10.33% |
$250K - $251K
|
105K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-60.4K- 97.56% |
$1.53M - $1.54M
|
1.51K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$260K - $261K
|
10.3K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
896+ 1.38% |
$22.7K - $22.8K
|
65.7K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.6K- 3.5% |
$40.6K - $40.8K
|
44.2K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-39.5K- 83.36% |
$999K - $1M
|
7.88K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-380- 3.0% |
$9.62K - $9.66K
|
12.3K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
45.5KNew |
$1.15M - $1.16M
|
45.5K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
552+ 6.44% |
$14K - $14K
|
9.13K
$0
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.6KNew |
$521K - $525K
|
20.6K
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
28.7KNew |
$724K - $729K
|
28.7K
$0
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.6KNew |
$696K - $700K
|
27.6K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-34- 0.75% |
$859 - $864
|
4.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.05KNew |
$203K - $205K
|
8.05K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.98KNew |
$50K - $50.3K
|
1.98K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.4K- 10.55% |
$111K - $112K
|
37.3K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 18.02% |
$101K - $102K
|
18.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
26.7KNew |
$675K - $679K
|
26.7K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.22KNew |
$56K - $56.3K
|
2.22K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
634+ 57.74% |
$16K - $16.1K
|
1.73K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29+ 0.25% |
$733 - $737
|
11.4K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.9KNew |
$352K - $354K
|
13.9K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.53K- 13.99% |
$38.6K - $38.9K
|
9.41K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28.7KNew |
$724K - $729K
|
28.7K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.14% |
$505 - $508
|
14.7K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$301K - $302K
|
11.9K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.9KNew |
$199K - $201K
|
7.9K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-500- 1.83% |
$12.6K - $12.7K
|
26.8K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.7KNew |
$498K - $501K
|
19.7K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
117KNew |
$2.97M - $2.98M
|
117K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3KNew |
$75.8K - $76.3K
|
3K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-7.88K- 49.99% |
$199K - $200K
|
7.88K
$0
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
187New |
$4.72K - $4.78K
|
187
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.6KNew |
$620K - $628K
|
24.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-16.5K- 10.24% |
$417K - $422K
|
145K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
57.6K+ 401.2% |
$1.45M - $1.47M
|
71.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.2K+ 26.89% |
$55.6K - $56.2K
|
10.4K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.5KNew |
$316K - $320K
|
12.5K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.75KNew |
$246K - $249K
|
9.75K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
900+ 9.62% |
$22.7K - $23K
|
10.3K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-104KClosed |
$2.63M - $2.67M
|
0
$0
|
|