Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
610K+ 39.53% |
$15.4M - $15.5M
|
2.15M
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
462K+ 86.18% |
$11.7M - $11.8M
|
999K
$0
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
350KNew |
$8.85M - $8.91M
|
350K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
324K+ 41.66% |
$8.2M - $8.25M
|
1.1M
$0
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
172KNew |
$4.34M - $4.36M
|
172K
$0
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
153KNew |
$3.87M - $3.89M
|
153K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 48.73% |
$3.51M - $3.53M
|
424K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
133K+ 44.73% |
$3.37M - $3.39M
|
431K
$0
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
132KNew |
$3.34M - $3.36M
|
132K
$0
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
126KNew |
$3.18M - $3.2M
|
126K
$0
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
117KNew |
$2.97M - $2.98M
|
117K
$0
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115K+ 16.58% |
$2.9M - $2.92M
|
808K
$0
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
104K+ 363.55% |
$2.64M - $2.65M
|
133K
$0
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103K+ 81.13% |
$2.59M - $2.61M
|
229K
$0
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
101KNew |
$2.56M - $2.58M
|
101K
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84.4K+ 193.91% |
$2.13M - $2.14M
|
128K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.1K+ 38.54% |
$1.64M - $1.65M
|
234K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.9K+ 152.92% |
$1.41M - $1.42M
|
92.5K
$0
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
53K+ 35.19% |
$1.34M - $1.35M
|
204K
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.1K+ 6.71% |
$1.22M - $1.22M
|
765K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.8K+ 36.15% |
$1.21M - $1.22M
|
180K
$0
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
47.3KNew |
$1.2M - $1.2M
|
47.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.7K+ 6.77% |
$1.15M - $1.16M
|
721K
$0
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
43.9K+ 22.86% |
$1.11M - $1.12M
|
236K
$0
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
42.7KNew |
$1.08M - $1.09M
|
42.7K
$0
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40.6K+ 50.87% |
$1.03M - $1.03M
|
120K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.2KNew |
$814K - $819K
|
32.2K
$0
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31.7KNew |
$800K - $805K
|
31.7K
$0
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 5.98% |
$760K - $765K
|
534K
$0
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
28.7KNew |
$724K - $729K
|
28.7K
$0
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28.7KNew |
$724K - $729K
|
28.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.7K+ 80.66% |
$699K - $703K
|
61.9K
$0
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.6KNew |
$696K - $700K
|
27.6K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
26.7KNew |
$675K - $679K
|
26.7K
$0
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25.8K+ 55.75% |
$652K - $656K
|
72.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.6K+ 56.91% |
$622K - $626K
|
67.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 16.48% |
$616K - $620K
|
172K
$0
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.1K+ 37.02% |
$608K - $612K
|
89.1K
$0
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
24KNew |
$606K - $610K
|
24K
$0
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
22.9K+ 62.23% |
$577K - $581K
|
59.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.7KNew |
$522K - $525K
|
20.7K
$0
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.6KNew |
$521K - $525K
|
20.6K
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
20K+ 3149.61% |
$505K - $508K
|
20.6K
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.7KNew |
$498K - $501K
|
19.7K
$0
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
18.9K+ 98.98% |
$477K - $480K
|
38K
$0
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18.9KNew |
$477K - $480K
|
18.9K
$0
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 17.15% |
$471K - $474K
|
127K
$0
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
16.8KNew |
$425K - $428K
|
16.8K
$0
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
16.1K+ 86.37% |
$408K - $410K
|
34.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
15.1KNew |
$382K - $384K
|
15.1K
$0
|