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 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.19K- 17.84% |
$185K - $185K
|
33.1K
$865K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.49K- 12.51% |
$192K - $193K
|
52.4K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.94K- 2.4% |
$204K - $205K
|
323K
$8.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.13K- 18.14% |
$209K - $210K
|
36.7K
$959K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.82K- 16.05% |
$226K - $227K
|
46.1K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9.74K- 7.55% |
$250K - $251K
|
119K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9.79K- 12.87% |
$251K - $252K
|
66.2K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.5K- 42.67% |
$269K - $270K
|
14.1K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-11K- 32.64% |
$282K - $284K
|
22.7K
$593K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.5K- 13.83% |
$294K - $295K
|
71.4K
$1.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.8K- 6.66% |
$328K - $330K
|
179K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 10.25% |
$361K - $363K
|
123K
$3.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-15.7K- 6.98% |
$402K - $404K
|
209K
$5.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.4K- 52.92% |
$472K - $474K
|
16.3K
$427K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20K- 35.81% |
$514K - $516K
|
35.9K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.1K- 2.85% |
$696K - $699K
|
924K
$24.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-32K- 5.77% |
$821K - $824K
|
522K
$13.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-41K- 10.45% |
$1.05M - $1.06M
|
352K
$9.18M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.1K- 6.81% |
$1.08M - $1.09M
|
577K
$15.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-98.9K- 71.14% |
$2.54M - $2.55M
|
40.1K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-116K- 72.44% |
$2.97M - $2.98M
|
44K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-151K- 45.63% |
$3.87M - $3.89M
|
180K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-351K- 40.19% |
$9M - $9.04M
|
522K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.02M- 89.45% |
$77.5M - $77.9M
|
356K
$9.3M
|