Purchases and Sales Made in Q1 2024 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 2024. 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 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.37K- 10.32% |
$191K - $191K
|
64K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.71K- 20.87% |
$200K - $200K
|
29.2K
$763K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-8.18K- 22.73% |
$212K - $212K
|
27.8K
$725K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.3K- 15.82% |
$215K - $216K
|
44.2K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.5K- 4.87% |
$324K - $325K
|
244K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 14.49% |
$345K - $346K
|
78.6K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.5K- 59.3% |
$452K - $454K
|
12K
$313K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-21.2K- 10.26% |
$548K - $550K
|
185K
$4.83M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 12.31% |
$555K - $556K
|
153K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.5K- 5.09% |
$583K - $585K
|
420K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-25.7K- 82.5% |
$666K - $668K
|
5.46K
$142K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.5K- 14.07% |
$686K - $688K
|
162K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.4K- 1.77% |
$762K - $765K
|
1.64M
$42.7M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-30.3K- 59.87% |
$785K - $787K
|
20.3K
$530K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-31.9K- 21.46% |
$827K - $829K
|
117K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-39.8K- 15.27% |
$1.03M - $1.03M
|
221K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-48.6K- 47.41% |
$1.26M - $1.26M
|
53.9K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.7K- 9.0% |
$1.26M - $1.27M
|
493K
$12.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.4K- 21.75% |
$1.31M - $1.31M
|
182K
$4.74M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-76.4K- 10.96% |
$1.98M - $1.99M
|
621K
$16.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-105K- 98.13% |
$2.71M - $2.72M
|
2K
$52.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 36.23% |
$4.71M - $4.72M
|
320K
$8.35M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218K- 21.07% |
$5.64M - $5.66M
|
815K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218K- 21.07% |
$5.64M - $5.66M
|
815K
$21.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-232K- 86.9% |
$6.01M - $6.03M
|
35K
$913K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-237K- 85.3% |
$6.14M - $6.16M
|
40.9K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-551K- 68.19% |
$14.3M - $14.3M
|
257K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-560K- 57.05% |
$14.5M - $14.6M
|
422K
$11M
|