Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
554K+ 115.63% |
$14.2M - $14.4M
|
1.03M
$26.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
531K+ 105.76% |
$13.6M - $13.8M
|
1.03M
$26.9M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
487K+ 460.83% |
$12.5M - $12.6M
|
593K
$15.4M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
182K+ 442.84% |
$4.68M - $4.73M
|
224K
$5.82M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
140KNew |
$3.58M - $3.62M
|
140K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
104K+ 76.04% |
$2.67M - $2.7M
|
241K
$6.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
67.2K+ 31.59% |
$1.72M - $1.74M
|
280K
$7.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
65.9K+ 139.5% |
$1.69M - $1.71M
|
113K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.2K+ 6.31% |
$1.49M - $1.51M
|
982K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 10.09% |
$1.49M - $1.51M
|
635K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 12.74% |
$1.28M - $1.3M
|
442K
$11.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43.1KNew |
$1.11M - $1.12M
|
43.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.1K+ 77.81% |
$1.11M - $1.12M
|
98.4K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.9KNew |
$946K - $956K
|
36.9K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
36.3K+ 5.49% |
$931K - $942K
|
698K
$18.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
34KNew |
$871K - $881K
|
34K
$884K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.6K+ 46.57% |
$861K - $871K
|
106K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
31.2KNew |
$800K - $808K
|
31.2K
$812K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
27.6KNew |
$707K - $714K
|
27.6K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 3.7% |
$495K - $501K
|
541K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.3K+ 183.34% |
$494K - $499K
|
29.8K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
17.8KNew |
$456K - $461K
|
17.8K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17K+ 85.28% |
$436K - $441K
|
36.9K
$961K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.2K+ 21.75% |
$415K - $420K
|
90.6K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 20.4% |
$383K - $387K
|
88.2K
$2.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 8.17% |
$339K - $342K
|
175K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.4K+ 17.14% |
$317K - $321K
|
84.6K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
11.6KNew |
$298K - $302K
|
11.6K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.6KNew |
$296K - $300K
|
11.6K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7KNew |
$275K - $278K
|
10.7K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.3KNew |
$264K - $266K
|
10.3K
$268K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.81KNew |
$226K - $228K
|
8.81K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.56KNew |
$219K - $222K
|
8.56K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.36KNew |
$214K - $217K
|
8.36K
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.03K+ 92.73% |
$206K - $208K
|
16.7K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.96KNew |
$204K - $206K
|
7.96K
$207K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.79KNew |
$200K - $202K
|
7.79K
$203K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
7.26K+ 65.39% |
$186K - $188K
|
18.4K
$478K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.34K+ 13.75% |
$163K - $164K
|
52.5K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.94K+ 3.31% |
$152K - $154K
|
185K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.89K+ 55.38% |
$151K - $153K
|
16.5K
$430K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.17K+ 3.06% |
$133K - $134K
|
174K
$4.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
5.15K+ 13.26% |
$132K - $134K
|
44K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
4.67K+ 8.36% |
$120K - $121K
|
60.5K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
4.17K+ 17.23% |
$107K - $108K
|
28.4K
$738K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
3.87K+ 31.92% |
$99.3K - $100K
|
16K
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.55K+ 25.24% |
$91K - $92K
|
17.6K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.26K+ 0.41% |
$83.7K - $84.6K
|
809K
$21M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.09K+ 20.82% |
$79.1K - $80K
|
17.9K
$466K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3.03K+ 21.27% |
$77.7K - $78.6K
|
17.3K
$450K
|