Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBML) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.92M+ 2766.71% |
$73.9M - $74.2M
|
3.03M
$0
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
670K+ 3476.34% |
$17M - $17M
|
689K
$0
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
184KNew |
$4.65M - $4.67M
|
184K
$0
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
95.2K+ 103.21% |
$2.41M - $2.42M
|
188K
$0
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.1K+ 117.69% |
$1.98M - $1.99M
|
144K
$0
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
70.4KNew |
$1.78M - $1.79M
|
70.4K
$0
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.8KNew |
$1.72M - $1.72M
|
67.8K
$0
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
63.3K+ 52.6% |
$1.6M - $1.61M
|
184K
$0
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
45.5KNew |
$1.15M - $1.16M
|
45.5K
$0
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
44KNew |
$1.11M - $1.12M
|
44K
$0
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.3K+ 28.05% |
$945K - $949K
|
170K
$0
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
35.6KNew |
$902K - $906K
|
35.6K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.6K+ 18.88% |
$824K - $828K
|
205K
$0
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
32.5K+ 21.23% |
$823K - $827K
|
186K
$0
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 3.76% |
$729K - $732K
|
794K
$0
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
28.7K+ 170.51% |
$727K - $730K
|
45.5K
$0
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.7K+ 3.3% |
$675K - $678K
|
835K
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.8K+ 10.82% |
$628K - $631K
|
254K
$0
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24.4K+ 33.79% |
$617K - $619K
|
96.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
23.9K+ 196.19% |
$605K - $608K
|
36.1K
$0
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
21.4KNew |
$541K - $543K
|
21.4K
$0
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$539K - $541K
|
21.3K
$0
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
19.8K+ 82.44% |
$501K - $503K
|
43.8K
$0
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.7KNew |
$499K - $501K
|
19.7K
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 7.95% |
$471K - $473K
|
252K
$0
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
16KNew |
$405K - $407K
|
16K
$0
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15K+ 39.6% |
$381K - $382K
|
53K
$0
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 48.56% |
$346K - $348K
|
41.8K
$0
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13K+ 58.59% |
$330K - $331K
|
35.3K
$0
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.9KNew |
$302K - $304K
|
11.9K
$0
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6K+ 85.46% |
$294K - $295K
|
25.2K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6KNew |
$293K - $294K
|
11.6K
$0
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$260K - $261K
|
10.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9.88K+ 10.33% |
$250K - $251K
|
105K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.69KNew |
$245K - $247K
|
9.69K
$0
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9KNew |
$228K - $229K
|
9K
$0
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.9K+ 52.56% |
$175K - $175K
|
20K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.5KNew |
$165K - $165K
|
6.5K
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.15K+ 9.12% |
$156K - $156K
|
73.5K
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.05K+ 4.78% |
$153K - $154K
|
132K
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5K+ 550.0% |
$139K - $140K
|
6.5K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.46K+ 8.04% |
$138K - $139K
|
73.3K
$0
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.89K+ 7.38% |
$124K - $124K
|
71.2K
$0
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.64K+ 87.77% |
$117K - $118K
|
9.92K
$0
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.36K+ 16.13% |
$110K - $111K
|
31.4K
$0
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.14K+ 9.69% |
$105K - $105K
|
46.8K
$0
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.94K+ 31.64% |
$99.8K - $100K
|
16.4K
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.41K+ 3832.58% |
$86.4K - $86.7K
|
3.5K
$0
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.26K+ 9.35% |
$82.5K - $82.8K
|
38.1K
$0
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.02K+ 2.37% |
$76.3K - $76.7K
|
130K
$0
|