Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
416K+ 142.88% |
$10.6M - $10.6M
|
708K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
108K+ 24.73% |
$2.74M - $2.75M
|
544K
$0
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
95.9K+ 886.82% |
$2.44M - $2.45M
|
107K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69KNew |
$1.76M - $1.76M
|
69K
$0
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.5KNew |
$1.49M - $1.49M
|
58.5K
$0
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49KNew |
$1.25M - $1.25M
|
49K
$0
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
32K+ 277.39% |
$813K - $816K
|
43.5K
$0
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.6KNew |
$676K - $678K
|
26.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$419K - $421K
|
16.5K
$0
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
15.1K+ 46.7% |
$385K - $386K
|
47.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.1KNew |
$385K - $386K
|
15.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 74.53% |
$355K - $356K
|
32.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.2KNew |
$311K - $312K
|
12.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.8K+ 613.3% |
$299K - $300K
|
13.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.4K+ 5.52% |
$265K - $266K
|
199K
$0
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.4K+ 5.52% |
$265K - $266K
|
199K
$0
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.8KNew |
$249K - $250K
|
9.8K
$0
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.99K+ 14.08% |
$152K - $153K
|
48.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.85K+ 7.91% |
$149K - $149K
|
79.9K
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.52K+ 6.45% |
$140K - $141K
|
91K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.39K+ 2.67% |
$137K - $138K
|
208K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.25K+ 7.22% |
$134K - $134K
|
78K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.94K+ 36.97% |
$126K - $126K
|
18.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.24KNew |
$108K - $108K
|
4.24K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 19.41% |
$71K - $71.2K
|
17.2K
$0
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 5.45% |
$69.7K - $70K
|
53K
$0
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 7.41% |
$65.9K - $66.1K
|
37.6K
$0
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.8K+ 5.08% |
$45.9K - $46K
|
37.3K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.7KNew |
$43.1K - $43.3K
|
1.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 10.63% |
$26.8K - $26.8K
|
10.9K
$0
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$25.4K - $25.5K
|
1K
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
640+ 9.01% |
$16.3K - $16.3K
|
7.74K
$0
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
611+ 6.27% |
$15.5K - $15.6K
|
10.4K
$0
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
587+ 1.04% |
$14.9K - $15K
|
56.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
562+ 1.92% |
$14.3K - $14.3K
|
29.8K
$0
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
450+ 2.16% |
$11.4K - $11.5K
|
21.3K
$0
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
282+ 2.24% |
$7.17K - $7.2K
|
12.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
214+ 0.48% |
$5.44K - $5.46K
|
44.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
186New |
$4.73K - $4.75K
|
186
$0
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
150+ 0.09% |
$3.82K - $3.83K
|
174K
$0
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
135+ 0.31% |
$3.43K - $3.45K
|
43.9K
$0
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
89+ 0.07% |
$2.26K - $2.27K
|
131K
$0
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
66+ 0.33% |
$1.68K - $1.68K
|
20.1K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49+ 0.45% |
$1.25K - $1.25K
|
10.9K
$0
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
48+ 0.11% |
$1.22K - $1.22K
|
45.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
46+ 0.51% |
$1.17K - $1.17K
|
9.13K
$0
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
43+ 0.33% |
$1.09K - $1.1K
|
13.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
39+ 0.4% |
$992 - $995
|
9.8K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.51% |
$534 - $536
|
4.12K
$0
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 0.17% |
$407 - $408
|
9.62K
$0
|