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 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.01% |
$178 - $179
|
51K
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-134- 0.53% |
$3.41K - $3.42K
|
24.9K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 13.32% |
$5.37K - $5.38K
|
1.37K
$0
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-310- 2.27% |
$7.89K - $7.91K
|
13.4K
$0
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-441- 2.7% |
$11.2K - $11.3K
|
15.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-493- 3.16% |
$12.5K - $12.6K
|
15.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-600- 1.09% |
$15.3K - $15.3K
|
54.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-871- 4.8% |
$22.2K - $22.2K
|
17.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 0.91% |
$29.2K - $29.3K
|
125K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 9.46% |
$30.4K - $30.5K
|
11.4K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 4.46% |
$39.8K - $39.9K
|
33.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 0.46% |
$41K - $41.1K
|
347K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.76K- 13.46% |
$44.7K - $44.8K
|
11.3K
$0
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.97K- 15.13% |
$50.1K - $50.3K
|
11.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.04K- 4.26% |
$51.9K - $52.1K
|
45.9K
$0
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.57K- 1.98% |
$65.3K - $65.5K
|
127K
$0
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.7K- 10.07% |
$68.7K - $68.9K
|
24.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.02K- 11.13% |
$76.7K - $77K
|
24.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.48K- 30.45% |
$88.6K - $88.9K
|
7.95K
$0
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.62K- 10.27% |
$92K - $92.3K
|
31.6K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.76K- 9.7% |
$95.7K - $96K
|
35K
$0
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.1K- 8.81% |
$104K - $105K
|
42.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.55K- 2.34% |
$116K - $116K
|
190K
$0
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 23.75% |
$127K - $128K
|
16.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.36K- 3.68% |
$136K - $137K
|
140K
$0
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.83K- 2.03% |
$148K - $149K
|
282K
$0
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6K- 18.94% |
$153K - $153K
|
25.7K
$0
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-7.23K- 22.59% |
$184K - $185K
|
24.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.91K- 1.87% |
$201K - $202K
|
415K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.04K- 17.57% |
$205K - $205K
|
37.7K
$0
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.99K- 8.89% |
$229K - $229K
|
92.1K
$0
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-9.24K- 8.42% |
$235K - $236K
|
101K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.37K- 14.29% |
$238K - $239K
|
56.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.45K- 6.34% |
$240K - $241K
|
140K
$0
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9.8K- 45.57% |
$249K - $250K
|
11.7K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.93K- 46.26% |
$253K - $253K
|
11.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10K- 4.36% |
$254K - $255K
|
219K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-10.2K- 26.78% |
$258K - $259K
|
27.8K
$0
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.6K- 42.7% |
$269K - $270K
|
14.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 15.11% |
$272K - $273K
|
60.1K
$0
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11.5K- 12.38% |
$291K - $292K
|
81.1K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 7.15% |
$301K - $302K
|
154K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.8K- 8.19% |
$376K - $377K
|
165K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15K- 8.65% |
$382K - $383K
|
159K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 10.9% |
$395K - $396K
|
127K
$0
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-16.7K- 17.12% |
$424K - $426K
|
80.7K
$0
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-18K- 43.11% |
$458K - $459K
|
23.8K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 24.22% |
$494K - $496K
|
60.8K
$0
|