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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-197- 1.4% |
$5.05K - $5.11K
|
13.8K
$361K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-247- 1.64% |
$6.33K - $6.41K
|
14.8K
$387K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-412- 1.5% |
$10.6K - $10.7K
|
27K
$704K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-500- 1.46% |
$12.8K - $13K
|
33.7K
$879K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-993- 0.63% |
$25.4K - $25.8K
|
155K
$4.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.19K- 1.29% |
$30.4K - $30.8K
|
91.2K
$2.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.27K- 3.16% |
$32.4K - $32.9K
|
38.8K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-1.42K- 8.56% |
$36.3K - $36.7K
|
15.1K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.6K- 4.15% |
$41K - $41.5K
|
36.9K
$964K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.32K- 21.85% |
$59.3K - $60.1K
|
8.28K
$216K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.56K- 0.63% |
$65.5K - $66.3K
|
401K
$10.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.77K- 22.35% |
$70.9K - $71.9K
|
9.62K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.9K- 97.43% |
$99.8K - $101K
|
103
$2.69K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 45.0% |
$115K - $117K
|
5.5K
$143K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.54K- 12.19% |
$116K - $118K
|
32.7K
$852K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.37K- 3.69% |
$137K - $139K
|
140K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.51K- 20.38% |
$167K - $169K
|
25.4K
$664K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-6.57K- 44.05% |
$168K - $170K
|
8.35K
$218K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.76K- 10.5% |
$173K - $175K
|
57.6K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.46K- 1.27% |
$191K - $194K
|
581K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 55.37% |
$259K - $263K
|
8.16K
$213K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-11.1K- 18.68% |
$285K - $288K
|
48.4K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 10.18% |
$368K - $373K
|
127K
$3.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-18.6K- 33.62% |
$476K - $482K
|
36.7K
$957K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 3.46% |
$509K - $515K
|
554K
$14.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-20.4K- 12.8% |
$523K - $530K
|
139K
$3.63M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-21.9K- 65.17% |
$561K - $568K
|
11.7K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-27.1K- 21.81% |
$695K - $704K
|
97.2K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.9K- 18.81% |
$816K - $826K
|
138K
$3.59M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-53.4K- 22.5% |
$1.37M - $1.38M
|
184K
$4.8M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-68.1K- 9.24% |
$1.74M - $1.77M
|
668K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.6K- 78.42% |
$2.22M - $2.25M
|
23.8K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-96.3K- 12.17% |
$2.47M - $2.5M
|
695K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101K- 15.77% |
$2.6M - $2.63M
|
542K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.07M- 96.13% |
$104M - $106M
|
164K
$4.27M
|