Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Sep 13, 2021 Q2 2021	Bank Of America Corp Charlotte, NC	BUY	-	627K New	$16.3M - $16.4M	627K $0
Aug 16, 2021 Q2 2021	Royal Bank Of Canada Toronto, A6	BUY	-	198K New	$5.16M - $5.19M	198K $0
Aug 05, 2021 Q2 2021	Us Bancorp \De\	BUY	-	47.1K + 8.09%	$1.23M - $1.23M	630K $0
Aug 04, 2021 Q2 2021	Creative Planning Overland Park, KS	BUY	-	43.7K New	$1.14M - $1.14M	43.7K $0
Aug 11, 2021 Q2 2021	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	38.6K + 24.5%	$1.01M - $1.01M	196K $0
Aug 13, 2021 Q2 2021	Capital Directions Investment Advisors, LLC	BUY	-	34.6K New	$903K - $907K	34.6K $0
Aug 16, 2021 Q2 2021	Jane Street Group, LLC New York, NY	BUY	-	34.2K + 293.23%	$890K - $895K	45.8K $0
Jul 15, 2021 Q2 2021	Praetorian Wealth Management, Inc.	BUY	-	24.5K + 16.89%	$638K - $641K	169K $0
Aug 04, 2021 Q2 2021	Envestnet Asset Management Inc	BUY	-	23.9K + 9.09%	$624K - $627K	287K $0
Aug 10, 2021 Q2 2021	Mercer Global Advisors Inc Denver, CO	BUY	-	22.9K + 10.55%	$597K - $600K	240K $0
Jul 09, 2021 Q2 2021	Legacy Private Trust Co.	BUY	-	22.7K + 62.68%	$591K - $594K	58.9K $0
Aug 16, 2021 Q2 2021	Truist Financial Corp	BUY	-	22.6K + 69.33%	$589K - $592K	55.2K $0
Aug 04, 2021 Q2 2021	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	22.2K + 8.8%	$580K - $583K	275K $0
Jul 27, 2021 Q2 2021	Regions Financial Corp	BUY	-	17.8K + 20.16%	$464K - $466K	106K $0
Aug 05, 2021 Q2 2021	Sonata Capital Group Inc	BUY	-	13.1K + 14.76%	$341K - $343K	102K $0
Aug 13, 2021 Q2 2021	King Luther Capital Management Corp Fort Worth, TX	BUY	-	12.3K New	$322K - $323K	12.3K $0
Aug 11, 2021 Q2 2021	Commonwealth Equity Services, LLC	BUY	-	11K + 8.69%	$288K - $289K	138K $0
Jul 12, 2021 Q2 2021	Sentinel Pension Advisors Inc Wakefield, MA	BUY	-	10.4K + 11.86%	$272K - $273K	98.3K $0
Jul 23, 2021 Q2 2021	Archford Capital Strategies, LLC	BUY	-	9.93K New	$259K - $260K	9.93K $0
Aug 09, 2021 Q2 2021	Brandywine Oak Private Wealth LLC	BUY	-	9.89K + 17.48%	$258K - $259K	66.5K $0
Jul 09, 2021 Q2 2021	Curbstone Financial Management Corp	BUY	-	9.65K + 48.25%	$252K - $253K	29.7K $0
Mar 22, 2023 Q2 2021	American Portfolios Advisors Holbrook, NY	BUY	-	9.17K + 38.32%	$239K - $240K	33.1K $0
Jul 30, 2021 Q2 2021	Kestra Private Wealth Services, LLC	BUY	-	8.6K + 63.74%	$224K - $225K	22.1K $0
Jul 21, 2021 Q2 2021	Carl P. Sherr & Co., LLC	BUY	-	7.86K New	$205K - $206K	7.86K $0
Aug 13, 2021 Q2 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	6.5K + 4.24%	$169K - $170K	160K $0
Jul 01, 2021 Q2 2021	Confluence Investment Management LLC	BUY	-	5.73K + 3.86%	$149K - $150K	154K $0
Aug 13, 2021 Q2 2021	Lincoln National Corp	BUY	-	4.6K + 31.79%	$120K - $120K	19.1K $0
Jul 21, 2021 Q2 2021	Asset Dedication, LLC	BUY	-	4.43K + 31.91%	$115K - $116K	18.3K $0
Aug 20, 2021 Q2 2021	Stonebridge Capital Advisors LLC St Paul, MN	BUY	-	4.4K + 4.16%	$115K - $115K	110K $0
Aug 10, 2021 Q2 2021	Phillips Financial Management, LLC	BUY	-	3.52K + 9.58%	$91.8K - $92.3K	40.3K $0
Aug 09, 2021 Q2 2021	Spinnaker Trust	BUY	-	3.06K + 27.09%	$79.8K - $80.2K	14.4K $0
Aug 06, 2021 Q2 2021	Valmark Advisers, Inc.	BUY	-	2.93K + 7.77%	$76.3K - $76.7K	40.6K $0
Aug 06, 2021 Q2 2021	Fifth Third Bancorp	BUY	-	2.31K New	$60.2K - $60.5K	2.31K $0
Jul 30, 2021 Q2 2021	Paradigm, Strategies In Wealth Management, LLC	BUY	-	1.88K + 2.55%	$48.9K - $49.2K	75.4K $0
Aug 13, 2021 Q2 2021	Stifel Financial Corp St. Louis, MO	BUY	-	1.73K + 3.01%	$45K - $45.2K	59K $0
Aug 06, 2021 Q2 2021	Ameritas Investment Partners, Inc. Lincoln, NE	BUY	-	1.32K + 8.66%	$34.5K - $34.7K	16.6K $0
Aug 12, 2021 Q2 2021	Advisory Services Network, LLC	BUY	-	1.16K + 14.82%	$30.2K - $30.4K	8.98K $0
Jul 21, 2021 Q2 2021	Garrett Investment Advisors LLC	BUY	-	1.05K + 5.08%	$27.4K - $27.5K	21.8K $0
Aug 13, 2021 Q2 2021	Mml Investors Services, LLC Springfield, MA	BUY	-	803 + 3.54%	$20.9K - $21K	23.5K $0
Aug 13, 2021 Q2 2021	55 I, LLC Boston, MA	BUY	-	785 + 8.88%	$20.5K - $20.6K	9.63K $0
Jul 14, 2021 Q2 2021	Capital Investment Advisors, LLC	BUY	-	725 + 5.7%	$18.9K - $19K	13.5K $0
Aug 13, 2021 Q2 2021	Sigma Planning Corp Ann Arbor, MI	BUY	-	698 + 8.73%	$18.2K - $18.3K	8.7K $0
Aug 13, 2021 Q2 2021	Integrated Wealth Concepts LLC	BUY	-	681 + 2.73%	$17.8K - $17.8K	25.7K $0
Aug 11, 2021 Q2 2021	Financial Gravity Asset Management, Inc.	BUY	-	641 New	$16.7K - $16.8K	641 $0
Aug 09, 2021 Q2 2021	Covington Investment Advisors Inc. Ligonier, PA	BUY	-	600 + 1.44%	$15.6K - $15.7K	42.3K $0
Aug 10, 2021 Q2 2021	Plante Moran Financial Advisors, LLC	BUY	-	555 New	$14.5K - $14.5K	555 $0
Aug 11, 2021 Q2 2021	Wealth Quarterback LLC Toms River, NJ	BUY	-	490 New	$12.8K - $12.8K	490 $0
Jul 26, 2021 Q2 2021	Janney Montgomery Scott LLC	BUY	-	385 + 3.77%	$10K - $10.1K	10.6K $0
Jul 23, 2021 Q2 2021	Central Trust CO Jefferson City, MO	BUY	-	260 + 0.25%	$6.78K - $6.81K	104K $0
Aug 02, 2021 Q2 2021	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	227 + 1.24%	$5.92K - $5.95K	18.6K $0

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Account

Purchases and Sales Made in Q2 2021 in Ishares Tr Ibonds Dec 2023 Ter (IBML)

627K

198K

47.1K

43.7K

38.6K

34.6K

34.2K

24.5K

23.9K

22.9K

22.7K

22.6K

22.2K

17.8K

13.1K

12.3K

11K

10.4K

9.93K

9.89K

9.65K

9.17K

8.6K

7.86K

6.5K

5.73K

4.6K

4.43K

4.4K

3.52K

3.06K

2.93K

2.31K

1.88K

1.73K

1.32K

1.16K

1.05K

803

785

725

698

681

641

600

555

490

385

260

227

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