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 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.22K- 4.0% |
$159K - $161K
|
149K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.5K- 25.54% |
$166K - $168K
|
18.9K
$494K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.95K- 16.18% |
$178K - $180K
|
36K
$939K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.99K- 5.37% |
$179K - $181K
|
123K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.06K- 0.99% |
$206K - $209K
|
807K
$21.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.22K- 11.81% |
$210K - $213K
|
61.4K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.8K- 2.19% |
$225K - $228K
|
393K
$10.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.37K- 6.69% |
$240K - $243K
|
131K
$3.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-11.1K- 23.01% |
$285K - $288K
|
37.3K
$972K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3K- 21.48% |
$392K - $396K
|
55.9K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.2K- 29.84% |
$697K - $704K
|
64K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.8K- 20.96% |
$738K - $746K
|
109K
$2.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-42.9K- 60.56% |
$1.1M - $1.11M
|
27.9K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-58.6K- 35.78% |
$1.5M - $1.52M
|
105K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.9K- 11.24% |
$1.56M - $1.58M
|
481K
$12.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-73.5K- 32.34% |
$1.88M - $1.9M
|
154K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-92.3K- 52.19% |
$2.36M - $2.39M
|
84.5K
$2.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-103K- 39.1% |
$2.63M - $2.65M
|
160K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-144K- 24.8% |
$3.69M - $3.73M
|
437K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-655K- 94.2% |
$16.8M - $16.9M
|
40.3K
$1.05M
|