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 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.9KNew |
$352K - $354K
|
13.9K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$350K - $352K
|
13.9K
$0
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.6KNew |
$343K - $345K
|
13.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9KNew |
$301K - $303K
|
11.9K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$301K - $302K
|
11.9K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.6K+ 14.52% |
$293K - $295K
|
91.5K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 55.06% |
$262K - $264K
|
29.3K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.2K+ 524.77% |
$258K - $260K
|
12.2K
$0
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.96K+ 46.67% |
$226K - $228K
|
28.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.62KNew |
$218K - $219K
|
8.62K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
8.61KNew |
$218K - $219K
|
8.61K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
8.57KNew |
$217K - $218K
|
8.57K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.05KNew |
$203K - $205K
|
8.05K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.01K+ 13.72% |
$202K - $204K
|
66.4K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.99K+ 1.91% |
$202K - $203K
|
425K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.93K+ 7.19% |
$200K - $201K
|
118K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.9KNew |
$199K - $201K
|
7.9K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.48K+ 8.82% |
$189K - $190K
|
92.3K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.88K+ 5.89% |
$174K - $175K
|
124K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.7K+ 36.0% |
$169K - $170K
|
25.3K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
5.95K+ 25.01% |
$150K - $151K
|
29.7K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.33K+ 257.69% |
$135K - $135K
|
7.4K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3.96K+ 299.7% |
$100K - $101K
|
5.28K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3KNew |
$75.8K - $76.3K
|
3K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3K+ 26.83% |
$75.7K - $76.2K
|
14.2K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.87K+ 22.48% |
$72.5K - $73K
|
15.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.87K+ 24.42% |
$72.4K - $72.8K
|
14.6K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.22KNew |
$56K - $56.3K
|
2.22K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.98KNew |
$50K - $50.3K
|
1.98K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.8K+ 22.8% |
$45.4K - $45.7K
|
9.68K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.65K+ 4.76% |
$41.6K - $41.8K
|
36.2K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$25.3K - $25.4K
|
1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
985+ 9.4% |
$24.9K - $25K
|
11.5K
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
820New |
$20.7K - $20.8K
|
820
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
634+ 57.74% |
$16K - $16.1K
|
1.73K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
484+ 2.95% |
$12.2K - $12.3K
|
16.9K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
240+ 4.34% |
$6.06K - $6.1K
|
5.78K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.41% |
$1.01K - $1.02K
|
9.83K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
34+ 0.4% |
$859 - $864
|
8.53K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29+ 0.25% |
$733 - $737
|
11.4K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
27+ 0.21% |
$682 - $686
|
13.1K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.14% |
$505 - $508
|
14.7K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17+ 0.42% |
$429 - $432
|
4.07K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16+ 0.01% |
$404 - $407
|
125K
$0
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 0.13% |
$303 - $305
|
9.59K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.25% |
$50.5 - $50.8
|
794
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.13% |
$50.5 - $50.8
|
1.6K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-34- 0.75% |
$859 - $864
|
4.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-95- 0.82% |
$2.4K - $2.41K
|
11.4K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 2.1% |
$2.75K - $2.77K
|
5.09K
$0
|