Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)

IBMM Quotes by TradingView

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
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
484
+ 59.68%
$12.4K - $12.5K
1.3K $33.8K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
424
+ 0.13%
$10.9K - $11K
327K $8.54M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
355
New
$9.09K - $9.19K
355 $9.27K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
352
+ 2.27%
$9.01K - $9.11K
15.9K $414K
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

BUY
 -
222
+ 1.9%
$5.69K - $5.75K
11.9K $312K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
184
+ 0.03%
$4.71K - $4.76K
554K $14.5M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
154
+ 2.62%
$3.94K - $3.99K
6.03K $157K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
98
+ 0.41%
$2.51K - $2.54K
23.8K $621K
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
68
+ 0.42%
$1.74K - $1.76K
16.4K $429K
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
59
+ 0.32%
$1.51K - $1.53K
18.7K $487K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
47
+ 0.23%
$1.2K - $1.22K
20.2K $528K
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
36
+ 0.28%
$922 - $932
12.9K $336K
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
32
+ 0.34%
$820 - $828
9.37K $245K
Jul 17, 2023 Q2 2023
Lbmc Investment Advisors, LLC

BUY
 -
20
+ 0.02%
$512 - $518
84K $2.2M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
9
+ 0.42%
$230 - $233
2.15K $56.2K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.57%
$51.2 - $51.8
350 $9.14K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
1
+ 0.13%
$25.6 - $25.9
790 $20.6K
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-5
- 0.01%
$128 - $129
40.6K $1.06M
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
SELL
 -
-35
- 0.42%
$896 - $906
8.31K $217K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-206
- 1.1%
$5.28K - $5.33K
18.5K $483K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-238
- 0.17%
$6.1K - $6.16K
137K $3.59M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-272
- 2.78%
$6.97K - $7.04K
9.52K $249K
Jul 18, 2023 Q2 2023
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-276
- 0.23%
$7.07K - $7.15K
120K $3.14M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

SELL
 -
-373
- 2.46%
$9.55K - $9.66K
14.8K $386K
Jul 24, 2023 Q2 2023
Guidance Point Advisors, LLC

SELL
 -
-427
- 4.52%
$10.9K - $11.1K
9.03K $236K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-668
- 5.91%
$17.1K - $17.3K
10.6K $278K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

SELL
 -
-700
- 1.36%
$17.9K - $18.1K
50.7K $1.32M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

SELL
 -
-912
- 2.02%
$23.4K - $23.6K
44.3K $1.16M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

SELL
 -
-941
- 62.48%
$24.1K - $24.4K
565 $14.8K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-966
- 2.78%
$24.7K - $25K
33.8K $883K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-1.37K
- 2.24%
$35.2K - $35.5K
59.9K $1.56M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

SELL
 -
-1.43K
- 9.86%
$36.5K - $36.9K
13K $340K
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-1.46K
- 11.67%
$37.4K - $37.8K
11K $288K
Aug 08, 2023 Q2 2023
Wrapmanager Inc

SELL
 -
-1.61K
- 10.84%
$41.2K - $41.7K
13.2K $346K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-1.72K
- 5.38%
$44.1K - $44.6K
30.3K $791K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-2.08K
- 6.09%
$53.3K - $53.9K
32.1K $839K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-2.45K
- 3.32%
$62.8K - $63.5K
71.5K $1.87M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

SELL
 -
-2.67K
- 12.95%
$68.3K - $69K
17.9K $468K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-2.68K
- 4.65%
$68.6K - $69.4K
55K $1.44M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-2.77K
- 2.1%
$70.9K - $71.7K
129K $3.37M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-3.2K
- 0.48%
$81.9K - $82.8K
665K $17.4M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
SELL
 -
-3.3K
- 1.81%
$84.6K - $85.5K
179K $4.69M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.55K
- 2.8%
$90.9K - $91.9K
123K $3.22M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-3.81K
- 20.92%
$97.5K - $98.6K
14.4K $376K
Jul 12, 2023 Q2 2023
Lantz Financial LLC

SELL
 -
-4.13K
- 27.72%
$106K - $107K
10.8K $281K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-5.31K
Closed
$136K - $138K
0 $0
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-5.45K
- 0.57%
$139K - $141K
951K $24.8M
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-5.49K
- 4.03%
$141K - $142K
131K $3.42M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-5.82K
- 0.66%
$149K - $151K
873K $22.8M

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