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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-201- 1.0% |
$5.08K - $5.11K
|
19.9K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-412- 0.89% |
$10.4K - $10.5K
|
45.8K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-500- 1.83% |
$12.6K - $12.7K
|
26.8K
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-519- 2.6% |
$13.1K - $13.2K
|
19.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-852- 3.69% |
$21.5K - $21.7K
|
22.2K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.22K- 1.26% |
$30.8K - $31K
|
95.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 0.83% |
$31.5K - $31.7K
|
150K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.3K- 4.35% |
$32.8K - $33K
|
28.6K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.53K- 13.99% |
$38.6K - $38.9K
|
9.41K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-1.54K- 5.35% |
$39K - $39.2K
|
27.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.18K- 14.25% |
$55.1K - $55.4K
|
13.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.51K- 5.03% |
$88.6K - $89.2K
|
66.3K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.85K- 8.04% |
$97.3K - $97.9K
|
44.1K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.86K- 3.72% |
$97.5K - $98.1K
|
99.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.95K- 2.19% |
$99.7K - $100K
|
176K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 18.02% |
$101K - $102K
|
18.2K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.1K- 15.55% |
$103K - $104K
|
22.2K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.22K- 22.76% |
$106K - $107K
|
14.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.4K- 10.55% |
$111K - $112K
|
37.3K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.57K- 23.14% |
$115K - $116K
|
15.2K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-4.59K- 26.64% |
$116K - $117K
|
12.6K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.79K- 25.55% |
$121K - $122K
|
14K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.83K- 27.96% |
$122K - $123K
|
12.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.18K- 12.61% |
$131K - $132K
|
35.9K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.32K- 2.66% |
$134K - $135K
|
194K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.9K- 16.25% |
$149K - $150K
|
30.4K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-7.45K- 2.64% |
$188K - $189K
|
275K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-7.88K- 49.99% |
$199K - $200K
|
7.88K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.23K- 6.83% |
$208K - $209K
|
112K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.76K- 11.5% |
$221K - $223K
|
67.4K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8K- 44.77% |
$273K - $275K
|
13.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-11.1K- 9.54% |
$281K - $283K
|
106K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13.8K- 15.97% |
$348K - $351K
|
72.6K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 4.8% |
$375K - $377K
|
294K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-14.9K- 40.06% |
$376K - $379K
|
22.3K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-18.7K- 2.35% |
$472K - $475K
|
777K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-19.6K- 57.44% |
$495K - $498K
|
14.5K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19.6K- 66.81% |
$495K - $498K
|
9.73K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20K- 22.52% |
$505K - $508K
|
68.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.2K- 10.01% |
$561K - $564K
|
199K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-27.6K- 23.62% |
$698K - $702K
|
89.3K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-30K- 37.39% |
$757K - $762K
|
50.2K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.1K- 21.18% |
$1.09M - $1.1M
|
160K
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-45.2K- 27.17% |
$1.14M - $1.15M
|
121K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-421K- 95.62% |
$10.6M - $10.7M
|
19.3K
$0
|