Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
164K+ 5.11% |
$4.2M - $4.25M
|
3.38M
$88.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
61.6K+ 139.01% |
$1.58M - $1.6M
|
106K
$2.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
52K+ 24.28% |
$1.33M - $1.35M
|
266K
$6.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.9K+ 28.76% |
$1.1M - $1.11M
|
192K
$5.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7KNew |
$889K - $899K
|
34.7K
$907K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 1.52% |
$660K - $667K
|
1.72M
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 3.43% |
$525K - $531K
|
619K
$16.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
19.5K+ 111.45% |
$499K - $504K
|
37K
$966K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19KNew |
$488K - $493K
|
19K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9K+ 4.02% |
$485K - $490K
|
490K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 5.07% |
$408K - $413K
|
331K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.3K+ 71.89% |
$367K - $371K
|
34.3K
$895K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8KNew |
$301K - $304K
|
11.8K
$307K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7KNew |
$275K - $278K
|
10.7K
$281K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.7K+ 77.24% |
$274K - $277K
|
24.5K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.65KNew |
$247K - $250K
|
9.65K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.5K+ 3.94% |
$218K - $220K
|
224K
$5.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
7.66K+ 20.59% |
$196K - $198K
|
44.8K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.42K+ 27.52% |
$190K - $192K
|
34.4K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.33K+ 3.44% |
$162K - $164K
|
190K
$4.97M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.33K+ 3.44% |
$162K - $164K
|
190K
$4.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6K+ 22.14% |
$154K - $155K
|
33.1K
$865K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.32K+ 1.64% |
$136K - $138K
|
331K
$8.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.81K+ 16.76% |
$123K - $124K
|
33.5K
$875K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.04K+ 5.61% |
$103K - $105K
|
76K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.88K+ 4.91% |
$99.4K - $100K
|
82.8K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$98.3K - $99.4K
|
3.84K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.29K+ 5.18% |
$84.2K - $85.1K
|
66.8K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3K+ 36.08% |
$76.8K - $77.6K
|
11.3K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3K+ 37.69% |
$76.8K - $77.6K
|
11K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.35K+ 15.38% |
$60.2K - $60.9K
|
17.6K
$461K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.25K+ 3.66% |
$57.6K - $58.2K
|
63.7K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.23K+ 4.21% |
$57.1K - $57.7K
|
55.2K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.15K+ 9.04% |
$55.1K - $55.7K
|
26K
$679K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2KNew |
$51.2K - $51.8K
|
2K
$52.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.74K+ 0.47% |
$44.6K - $45.1K
|
371K
$9.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.56K+ 0.84% |
$39.9K - $40.4K
|
188K
$4.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.5K+ 8.77% |
$38.4K - $38.8K
|
18.6K
$486K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.35K+ 4.12% |
$34.5K - $34.8K
|
34K
$889K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.11K+ 1.84% |
$28.5K - $28.8K
|
61.5K
$1.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.06K+ 2.31% |
$27.1K - $27.4K
|
46.9K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02KNew |
$26.1K - $26.4K
|
1.02K
$26.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1K+ 1.87% |
$25.7K - $25.9K
|
54.6K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 14.7% |
$25.6K - $25.9K
|
7.81K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$25.6K - $25.9K
|
1K
$26.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
970+ 4.9% |
$24.8K - $25.1K
|
20.8K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
865+ 5.38% |
$22.2K - $22.4K
|
16.9K
$442K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
865+ 25.94% |
$22.2K - $22.4K
|
4.2K
$110K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
763+ 0.85% |
$19.5K - $19.8K
|
90.3K
$2.36M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
484+ 59.68% |
$12.4K - $12.5K
|
1.3K
$33.8K
|