Latest Institutional Purchases of Ishares Tr Ibonds Dec 2023 Ter (IBML)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBML) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.75KNew |
$246K - $249K
|
9.75K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.2K+ 26.89% |
$55.6K - $56.2K
|
10.4K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
900+ 9.62% |
$22.7K - $23K
|
10.3K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
187New |
$4.72K - $4.78K
|
187
$0
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
164KNew |
$4.16M - $4.2M
|
164K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
66.5KNew |
$1.68M - $1.7M
|
66.5K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
35.4KNew |
$896K - $904K
|
35.4K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10KNew |
$253K - $255K
|
10K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
9.8KNew |
$248K - $250K
|
9.8K
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47KNew |
$1.2M - $1.22M
|
47K
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
313New |
$7.97K - $8.12K
|
313
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
57.6K+ 498.3% |
$1.49M - $1.5M
|
69.1K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.96KNew |
$206K - $207K
|
7.96K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.16% |
$77.7 - $78.1
|
142
$0
|
|
| Q2 2020 | |||||||
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.97KNew |
$201K - $209K
|
7.97K
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.88K+ 41.22% |
$97.8K - $102K
|
13.3K
$0
|
|
| Q2 2018 | |||||||
|
Aug 06, 2018
Q2 2018
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
34KNew |
$838K - $851K
|
34K
$0
|
|