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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-21.3K- 14.47% |
$541K - $542K
|
126K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.5K- 14.53% |
$571K - $573K
|
132K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.1K- 10.72% |
$638K - $640K
|
209K
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27.3K- 63.74% |
$695K - $697K
|
15.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.2K- 11.88% |
$998K - $1M
|
291K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.1K- 18.78% |
$1.17M - $1.18M
|
199K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.1K- 9.27% |
$1.22M - $1.23M
|
470K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-49K- 40.15% |
$1.25M - $1.25M
|
73.1K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-51.5K- 13.63% |
$1.31M - $1.31M
|
326K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-68.8K- 11.4% |
$1.75M - $1.75M
|
534K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 11.69% |
$2.88M - $2.89M
|
855K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-195K- 89.08% |
$4.97M - $4.99M
|
24K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-467K- 43.52% |
$11.9M - $11.9M
|
606K
$0
|