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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.51K+ 1.31% |
$38.2K - $38.7K
|
117K
$0
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.32KNew |
$33.4K - $33.8K
|
1.32K
$0
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
993+ 8.09% |
$25.1K - $25.4K
|
13.3K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
986+ 27.77% |
$24.9K - $25.2K
|
4.54K
$0
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
900+ 9.62% |
$22.7K - $23K
|
10.3K
$0
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
890+ 0.72% |
$22.5K - $22.7K
|
125K
$0
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
815+ 0.54% |
$20.6K - $20.8K
|
151K
$0
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
792New |
$20K - $20.2K
|
792
$0
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
787+ 4.38% |
$19.9K - $20.1K
|
18.8K
$0
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
746+ 2.24% |
$18.8K - $19.1K
|
34.1K
$0
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
614+ 3.43% |
$15.5K - $15.7K
|
18.5K
$0
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
468+ 29.25% |
$11.8K - $12K
|
2.07K
$0
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
356+ 1.89% |
$8.99K - $9.1K
|
19.2K
$0
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
187New |
$4.72K - $4.78K
|
187
$0
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
126+ 1.0% |
$3.18K - $3.22K
|
12.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
96+ 0.85% |
$2.42K - $2.45K
|
11.4K
$0
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.3% |
$732 - $741
|
9.79K
$0
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28+ 0.25% |
$707 - $716
|
11.4K
$0
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26+ 0.31% |
$657 - $665
|
8.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.08% |
$404 - $409
|
20.1K
$0
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
16+ 0.14% |
$404 - $409
|
11.5K
$0
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.1% |
$379 - $383
|
14.7K
$0
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 0.3% |
$303 - $307
|
4.05K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.05% |
$253 - $256
|
19.7K
$0
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 0.1% |
$253 - $256
|
9.57K
$0
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$152 - $153
|
29.3K
$0
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-54- 4.69% |
$1.36K - $1.38K
|
1.1K
$0
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 0.48% |
$7.88K - $7.97K
|
64.8K
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-335- 5.71% |
$8.46K - $8.56K
|
5.54K
$0
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-400- 1.86% |
$10.1K - $10.2K
|
21.2K
$0
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-800- 2.16% |
$20.2K - $20.4K
|
36.3K
$0
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-900- 0.86% |
$22.7K - $23K
|
104K
$0
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-900- 31.58% |
$22.7K - $23K
|
1.95K
$0
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.25K- 10.09% |
$31.6K - $32K
|
11.2K
$0
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.3K- 2.1% |
$32.8K - $33.2K
|
60.5K
$0
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.35K- 3.76% |
$34.1K - $34.5K
|
34.5K
$0
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.58K- 6.41% |
$40K - $40.5K
|
23.1K
$0
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.65K- 7.61% |
$41.5K - $42K
|
20K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.08K- 1.7% |
$52.6K - $53.2K
|
120K
$0
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.21K- 2.08% |
$55.9K - $56.5K
|
104K
$0
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.43K- 5.58% |
$61.2K - $62K
|
41K
$0
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-3.82K- 18.91% |
$96.4K - $97.6K
|
16.4K
$0
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-3.85K- 18.26% |
$97.2K - $98.4K
|
17.2K
$0
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.24K- 11.0% |
$107K - $108K
|
34.3K
$0
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.52K- 4.97% |
$114K - $115K
|
86.4K
$0
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.55K- 19.64% |
$115K - $116K
|
18.6K
$0
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-6.1K- 18.29% |
$154K - $156K
|
27.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.88K- 5.62% |
$199K - $201K
|
132K
$0
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-9.73K- 25.22% |
$246K - $249K
|
28.8K
$0
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 4.8% |
$254K - $258K
|
200K
$0
|