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 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.65K- 13.86% |
$41.9K - $42K
|
10.3K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.01K- 15.11% |
$51K - $51.2K
|
11.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.3K- 5.22% |
$58.2K - $58.5K
|
41.8K
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.47K- 6.89% |
$62.5K - $62.8K
|
33.4K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.57K- 2.29% |
$65K - $65.3K
|
110K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.02K- 13.55% |
$76.5K - $76.8K
|
19.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.41K- 97.46% |
$86.4K - $86.7K
|
89
$0
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.82K- 3.07% |
$96.7K - $97.1K
|
121K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.97K- 7.91% |
$101K - $101K
|
46.2K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.41K- 2.75% |
$112K - $112K
|
156K
$0
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.61K- 7.73% |
$117K - $117K
|
55K
$0
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.2K- 7.56% |
$132K - $132K
|
63.6K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.72K- 3.33% |
$145K - $145K
|
166K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.25K- 29.55% |
$158K - $159K
|
14.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.36K- 0.58% |
$161K - $162K
|
1.1M
$0
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-6.66K- 44.01% |
$169K - $169K
|
8.47K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.88K- 7.44% |
$174K - $175K
|
85.6K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.17K- 3.69% |
$182K - $182K
|
187K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.2K- 50.36% |
$182K - $183K
|
7.1K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.28K- 24.88% |
$184K - $185K
|
22K
$0
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-7.3K- 8.18% |
$185K - $186K
|
82K
$0
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-9.69K- 8.2% |
$245K - $246K
|
108K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.5K- 53.47% |
$343K - $344K
|
11.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14K- 19.27% |
$354K - $356K
|
58.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 7.59% |
$383K - $385K
|
184K
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 3.07% |
$415K - $417K
|
517K
$0
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 11.51% |
$436K - $438K
|
132K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.1K- 59.42% |
$485K - $487K
|
13.1K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-24K- 39.64% |
$608K - $610K
|
36.5K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.1K- 12.32% |
$636K - $638K
|
179K
$0
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.3K- 18.35% |
$817K - $820K
|
144K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-39.5K- 83.36% |
$999K - $1M
|
7.88K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-50K- 11.6% |
$1.27M - $1.27M
|
381K
$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 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-71.3K- 24.24% |
$1.81M - $1.81M
|
223K
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-76.2K- 9.81% |
$1.93M - $1.94M
|
701K
$0
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-95.5K- 74.65% |
$2.42M - $2.43M
|
32.4K
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-109K- 90.18% |
$2.77M - $2.78M
|
11.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-125K- 5.79% |
$3.15M - $3.17M
|
2.03M
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136K- 75.56% |
$3.45M - $3.46M
|
44K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-194K- 19.41% |
$4.91M - $4.93M
|
805K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-280K- 38.84% |
$7.09M - $7.12M
|
441K
$0
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.91M- 96.07% |
$73.6M - $73.9M
|
119K
$0
|