Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.11M+ 3130.28% |
$105M - $107M
|
4.24M
$111M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
419K+ 812.38% |
$10.7M - $10.9M
|
471K
$12.3M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
313K+ 10.78% |
$8.01M - $8.11M
|
3.21M
$83.9M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
173KNew |
$4.43M - $4.49M
|
173K
$4.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
126KNew |
$3.22M - $3.26M
|
126K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
82.8K+ 88.18% |
$2.12M - $2.15M
|
177K
$4.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
70.6K+ 5132.27% |
$1.81M - $1.83M
|
72K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
63.6K+ 52.88% |
$1.63M - $1.65M
|
184K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
62.8K+ 785.0% |
$1.61M - $1.63M
|
70.8K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.8K+ 6.92% |
$1.46M - $1.47M
|
878K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.6K+ 20.16% |
$1.4M - $1.42M
|
325K
$8.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
54K+ 179.7% |
$1.38M - $1.4M
|
84K
$2.19M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
53.6KNew |
$1.37M - $1.39M
|
53.6K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.3K+ 27.75% |
$1.26M - $1.28M
|
227K
$5.93M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43.1KNew |
$1.1M - $1.12M
|
43.1K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.6KNew |
$1.04M - $1.05M
|
40.6K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.5K+ 37.26% |
$1.04M - $1.05M
|
149K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.5K+ 4.56% |
$910K - $922K
|
815K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.8KNew |
$890K - $902K
|
34.8K
$908K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
34.2K+ 23.02% |
$876K - $887K
|
183K
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.5K+ 1.96% |
$832K - $843K
|
1.69M
$44.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 9.21% |
$798K - $809K
|
370K
$9.65M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
28K+ 84.15% |
$717K - $726K
|
61.3K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
27.3K+ 178.02% |
$698K - $707K
|
42.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.6K+ 2.64% |
$630K - $638K
|
956K
$25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.6K+ 15.22% |
$629K - $638K
|
186K
$4.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
24.2K+ 12.64% |
$621K - $629K
|
216K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$606K - $614K
|
23.7K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.5K+ 7.69% |
$576K - $583K
|
315K
$8.21M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
20.8K+ 84.99% |
$532K - $539K
|
45.2K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
20.7KNew |
$531K - $538K
|
20.7K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.2K+ 50.4% |
$518K - $525K
|
60.4K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.8KNew |
$507K - $513K
|
19.8K
$517K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 3.19% |
$474K - $480K
|
598K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 20.99% |
$316K - $320K
|
71.2K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12.3KNew |
$314K - $318K
|
12.3K
$320K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6K+ 77.63% |
$296K - $300K
|
26.5K
$691K
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
10KNew |
$257K - $261K
|
10K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.8K+ 16.39% |
$251K - $254K
|
69.6K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.97K+ 11.14% |
$230K - $233K
|
89.5K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.31KNew |
$213K - $216K
|
8.31K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.08KNew |
$207K - $210K
|
8.08K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.05KNew |
$206K - $209K
|
8.05K
$210K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.96KNew |
$204K - $206K
|
7.96K
$208K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.76KNew |
$199K - $201K
|
7.76K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.72K+ 13.83% |
$198K - $200K
|
63.5K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.29K+ 56.56% |
$187K - $189K
|
20.2K
$527K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
6.69K+ 2.62% |
$171K - $174K
|
262K
$6.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.36K+ 16.75% |
$163K - $165K
|
44.3K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.33K+ 4.83% |
$162K - $164K
|
137K
$3.59M
|