Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
388K+ 1494.62% |
$9.97M - $10M
|
414K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
358K+ 3715.14% |
$9.2M - $9.24M
|
368K
$9.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
255K+ 2139.61% |
$6.55M - $6.58M
|
267K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
250KNew |
$6.42M - $6.45M
|
250K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
125K+ 6240.45% |
$3.2M - $3.22M
|
127K
$3.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 79.12% |
$2.83M - $2.85M
|
250K
$6.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
106KNew |
$2.71M - $2.72M
|
106K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.8K+ 18.5% |
$2.07M - $2.08M
|
517K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.3K+ 15.98% |
$2.01M - $2.02M
|
568K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72.1KNew |
$1.85M - $1.86M
|
72.1K
$1.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
38.9KNew |
$998K - $1M
|
38.9K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 29.34% |
$983K - $988K
|
169K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
22.4K+ 11.8% |
$576K - $579K
|
213K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.6K+ 63.79% |
$554K - $556K
|
55.4K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 5.71% |
$544K - $546K
|
392K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20.6KNew |
$528K - $530K
|
20.6K
$535K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
18.9K+ 51.02% |
$484K - $486K
|
55.8K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
13.6K+ 11.05% |
$349K - $351K
|
137K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 14.75% |
$342K - $343K
|
104K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.6KNew |
$273K - $274K
|
10.6K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$270K - $271K
|
10.5K
$273K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.4K+ 16.31% |
$268K - $269K
|
74.4K
$1.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.13K+ 27.25% |
$234K - $235K
|
42.6K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.71KNew |
$224K - $225K
|
8.71K
$227K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.26K+ 13.42% |
$212K - $213K
|
69.8K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.97KNew |
$205K - $205K
|
7.97K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.97KNew |
$205K - $205K
|
7.97K
$207K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.77K+ 5.05% |
$199K - $200K
|
161K
$4.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.21K+ 56.71% |
$159K - $160K
|
17.2K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.21K+ 54.92% |
$159K - $160K
|
17.5K
$456K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5.6K+ 30.11% |
$144K - $144K
|
24.2K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.4K+ 8.08% |
$139K - $139K
|
72.2K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 13.37% |
$118K - $119K
|
39K
$1.02M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$116K - $116K
|
10K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$116K - $116K
|
10K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.35K+ 4.13% |
$112K - $112K
|
110K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.2KNew |
$108K - $108K
|
4.2K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.95K+ 0.9% |
$75.7K - $76K
|
330K
$8.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.93K+ 17.3% |
$75.2K - $75.6K
|
19.9K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.92K+ 6.59% |
$75K - $75.3K
|
47.2K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.63K+ 2.48% |
$67.5K - $67.8K
|
109K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.52K+ 7.36% |
$64.7K - $65K
|
36.8K
$958K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.5K+ 26.02% |
$64.3K - $64.5K
|
12.1K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.3K+ 13.05% |
$59.1K - $59.3K
|
19.9K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.22KNew |
$56.9K - $57.1K
|
2.22K
$57.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.79K+ 16.66% |
$45.9K - $46.1K
|
12.5K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 2.38% |
$43.7K - $43.9K
|
73.2K
$1.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 23.14% |
$43.4K - $43.5K
|
8.99K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.56K+ 1.3% |
$40K - $40.2K
|
122K
$3.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 0.72% |
$34.6K - $34.7K
|
189K
$4.92M
|