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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.4K+ 17.19% |
$60.8K - $61K
|
16.4K
$0
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.28K+ 0.83% |
$57.7K - $57.9K
|
277K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.01K+ 2.02% |
$51K - $51.2K
|
102K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.82K+ 13.16% |
$46.2K - $46.4K
|
15.7K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.74K+ 5.86% |
$44.1K - $44.3K
|
31.5K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.74K+ 1.41% |
$44.1K - $44.2K
|
126K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67KNew |
$42.3K - $42.4K
|
1.67K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.66K+ 14.44% |
$41.9K - $42.1K
|
13.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.63K+ 8.62% |
$41.2K - $41.4K
|
20.5K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 0.33% |
$35.8K - $36K
|
425K
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.31KNew |
$33.2K - $33.4K
|
1.31K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
896+ 1.38% |
$22.7K - $22.8K
|
65.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
783+ 0.33% |
$19.8K - $19.9K
|
237K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
768+ 3.72% |
$19.4K - $19.5K
|
21.4K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
552+ 6.44% |
$14K - $14K
|
9.13K
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
492+ 60.0% |
$12.5K - $12.5K
|
1.31K
$0
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
472+ 4.87% |
$12K - $12K
|
10.2K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
417+ 4.84% |
$10.6K - $10.6K
|
9.03K
$0
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
404+ 2.66% |
$10.2K - $10.3K
|
15.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
281+ 5.53% |
$7.11K - $7.15K
|
5.37K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$6.96K - $6.99K
|
275
$0
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
210+ 3.64% |
$5.32K - $5.34K
|
5.99K
$0
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
200+ 0.2% |
$5.06K - $5.09K
|
102K
$0
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
92+ 0.34% |
$2.33K - $2.34K
|
27.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
53+ 0.41% |
$1.34K - $1.35K
|
13.1K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43+ 0.01% |
$1.09K - $1.09K
|
425K
$0
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.27% |
$684 - $687
|
9.86K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
24+ 0.28% |
$608 - $610
|
8.55K
$0
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
22+ 0.26% |
$557 - $559
|
8.65K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.08% |
$380 - $381
|
19.9K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$304 - $305
|
14.5K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 0.27% |
$279 - $280
|
4.08K
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.08% |
$203 - $203
|
9.59K
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$127 - $127
|
9.74K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.5% |
$101 - $102
|
798
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5- 0.03% |
$127 - $127
|
20K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-14- 0.12% |
$354 - $356
|
11.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 1.38% |
$557 - $559
|
1.58K
$0
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-34- 0.22% |
$861 - $865
|
15.6K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-201- 1.42% |
$5.09K - $5.11K
|
14K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-290- 1.72% |
$7.34K - $7.37K
|
16.6K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-380- 3.0% |
$9.62K - $9.66K
|
12.3K
$0
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-510- 0.15% |
$12.9K - $13K
|
350K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-811- 3.65% |
$20.5K - $20.6K
|
21.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1K- 0.8% |
$25.3K - $25.4K
|
124K
$0
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.2K- 3.95% |
$30.4K - $30.5K
|
29.2K
$0
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.25K- 3.45% |
$31.6K - $31.7K
|
34.9K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.29K- 2.96% |
$32.7K - $32.8K
|
42.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.99% |
$33.2K - $33.3K
|
131K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.6K- 3.5% |
$40.6K - $40.8K
|
44.2K
$0
|