Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.69M+ 2413.38% |
$42.7M - $43.2M
|
1.76M
$0
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
440KNew |
$11.1M - $11.2M
|
440K
$0
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
309KNew |
$7.8M - $7.9M
|
309K
$0
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 14.43% |
$4.91M - $4.97M
|
1.54M
$0
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
109KNew |
$2.75M - $2.78M
|
109K
$0
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100K+ 16.93% |
$2.54M - $2.57M
|
693K
$0
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.7K+ 14.48% |
$2.29M - $2.32M
|
717K
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.9K+ 177.02% |
$2.04M - $2.07M
|
127K
$0
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
69.2K+ 443.02% |
$1.75M - $1.77M
|
84.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
57.6K+ 401.2% |
$1.45M - $1.47M
|
71.9K
$0
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
54.9K+ 7.42% |
$1.39M - $1.4M
|
796K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
49.6K+ 19.95% |
$1.25M - $1.27M
|
298K
$0
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
48.6K+ 100.79% |
$1.23M - $1.24M
|
96.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.5KNew |
$1.1M - $1.11M
|
43.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.2K+ 6.34% |
$1.02M - $1.03M
|
675K
$0
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.2K+ 76.58% |
$712K - $721K
|
65K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28K+ 23.35% |
$708K - $716K
|
148K
$0
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
27.1K+ 27.75% |
$684K - $692K
|
125K
$0
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
26.3KNew |
$665K - $673K
|
26.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.6KNew |
$620K - $628K
|
24.6K
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.9KNew |
$604K - $612K
|
23.9K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.4K+ 13.02% |
$592K - $599K
|
203K
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 15.99% |
$588K - $595K
|
169K
$0
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 3.97% |
$486K - $492K
|
504K
$0
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
18.7KNew |
$472K - $478K
|
18.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 6.85% |
$461K - $466K
|
285K
$0
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
13KNew |
$329K - $333K
|
13K
$0
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13K+ 219.29% |
$327K - $331K
|
18.9K
$0
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.5KNew |
$316K - $320K
|
12.5K
$0
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
11.8K+ 98.27% |
$298K - $301K
|
23.8K
$0
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.3K+ 16.45% |
$285K - $288K
|
79.9K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 42.01% |
$273K - $276K
|
36.6K
$0
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
10.5KNew |
$265K - $268K
|
10.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.97K+ 5.87% |
$252K - $255K
|
180K
$0
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9.85K+ 12.48% |
$249K - $252K
|
88.8K
$0
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.75KNew |
$246K - $249K
|
9.75K
$0
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
9.07K+ 12.82% |
$229K - $232K
|
79.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.76K+ 25.37% |
$221K - $224K
|
43.3K
$0
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
7.39K+ 93.29% |
$186K - $189K
|
15.3K
$0
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.36K+ 3.44% |
$186K - $188K
|
222K
$0
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.8K+ 55.39% |
$172K - $174K
|
19.1K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.64K+ 7.99% |
$142K - $144K
|
76.1K
$0
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.22K+ 43.2% |
$132K - $133K
|
17.3K
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.84K+ 1375.57% |
$122K - $124K
|
5.19K
$0
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.26K+ 10.13% |
$108K - $109K
|
46.3K
$0
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.74K+ 6.7% |
$69.1K - $69.9K
|
43.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.52K+ 9.62% |
$63.6K - $64.4K
|
28.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.2K+ 26.89% |
$55.6K - $56.2K
|
10.4K
$0
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 2.75% |
$54.2K - $54.9K
|
80.1K
$0
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.04K+ 1.24% |
$51.6K - $52.2K
|
166K
$0
|