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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 0.72% |
$34.6K - $34.7K
|
189K
$4.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
775+ 5.52% |
$19.9K - $20K
|
14.8K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
609+ 28.3% |
$15.6K - $15.7K
|
2.76K
$72.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
578+ 1.7% |
$14.8K - $14.9K
|
34.6K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
554+ 1.72% |
$14.2K - $14.3K
|
32.7K
$853K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
474+ 7.86% |
$12.2K - $12.2K
|
6.5K
$170K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
350+ 4.21% |
$8.98K - $9.02K
|
8.66K
$226K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
338+ 3.14% |
$8.68K - $8.71K
|
11.1K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104+ 0.44% |
$2.67K - $2.68K
|
23.9K
$623K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
94+ 0.8% |
$2.41K - $2.42K
|
11.9K
$309K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
63+ 0.34% |
$1.62K - $1.62K
|
18.7K
$489K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
56+ 0.28% |
$1.44K - $1.44K
|
20.3K
$530K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
36+ 0.28% |
$924 - $928
|
12.9K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
29+ 0.08% |
$744 - $748
|
36K
$941K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.02% |
$513 - $516
|
84.1K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.0% |
$103 - $103
|
84.5K
$2.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.29% |
$25.7 - $25.8
|
351
$9.16K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-56- 0.53% |
$1.44K - $1.44K
|
10.6K
$276K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-207- 0.32% |
$5.31K - $5.34K
|
63.5K
$1.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-235- 0.22% |
$6.03K - $6.06K
|
108K
$2.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-278- 2.1% |
$7.14K - $7.17K
|
13K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-355Closed |
$9.11K - $9.15K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-514- 3.48% |
$13.2K - $13.3K
|
14.2K
$372K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-532- 0.36% |
$13.7K - $13.7K
|
149K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-795- 0.64% |
$20.4K - $20.5K
|
123K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-848- 2.8% |
$21.8K - $21.9K
|
29.4K
$768K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.28K- 3.47% |
$32.9K - $33K
|
35.7K
$931K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 10.44% |
$34.9K - $35.1K
|
11.7K
$305K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.49K- 15.86% |
$38.1K - $38.3K
|
7.88K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.74K- 0.22% |
$44.6K - $44.8K
|
805K
$21M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.85K- 1.03% |
$47.4K - $47.6K
|
178K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.86K- 10.05% |
$47.7K - $48K
|
16.6K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.96K- 4.18% |
$50.3K - $50.5K
|
44.9K
$1.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.02K- 0.42% |
$51.7K - $51.9K
|
479K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.04K- 4.02% |
$52.4K - $52.6K
|
48.7K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.3K- 11.07% |
$59K - $59.2K
|
18.5K
$482K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.51K- 1.92% |
$64.5K - $64.8K
|
128K
$3.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.98K- 6.98% |
$76.4K - $76.7K
|
39.7K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.39K- 9.1% |
$87K - $87.4K
|
33.9K
$884K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.46K- 0.52% |
$88.8K - $89.2K
|
661K
$17.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.5K- 24.3% |
$89.8K - $90.2K
|
10.9K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.66K- 11.04% |
$93.8K - $94.2K
|
29.4K
$769K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 24.11% |
$128K - $129K
|
15.7K
$411K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5.03K- 11.66% |
$129K - $130K
|
38.1K
$995K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6K- 19.43% |
$154K - $155K
|
24.9K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.11K- 5.62% |
$157K - $157K
|
103K
$2.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.51K- 34.35% |
$167K - $168K
|
12.4K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.54K- 10.66% |
$168K - $169K
|
54.8K
$1.43M
|