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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3.03K+ 21.27% |
$77.7K - $78.6K
|
17.3K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.75K+ 7.06% |
$70.6K - $71.4K
|
41.7K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.67KNew |
$68.5K - $69.2K
|
2.67K
$69.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.29K+ 24.06% |
$58.7K - $59.4K
|
11.8K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.81K+ 15.25% |
$46.4K - $46.9K
|
13.7K
$357K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$44K - $44.5K
|
1.72K
$44.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.49K+ 11.48% |
$38.2K - $38.6K
|
14.4K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.39K+ 6.76% |
$35.7K - $36K
|
21.9K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.31K+ 0.4% |
$33.6K - $34K
|
331K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
888+ 5.43% |
$22.8K - $23K
|
17.2K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
843+ 4.57% |
$21.6K - $21.9K
|
19.3K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
776+ 4.9% |
$19.9K - $20.1K
|
16.6K
$434K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
744New |
$19.1K - $19.3K
|
744
$19.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
668+ 1.93% |
$17.1K - $17.3K
|
35.3K
$921K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
390+ 4.89% |
$10K - $10.1K
|
8.36K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164New |
$4.21K - $4.25K
|
164
$4.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
141+ 0.59% |
$3.62K - $3.66K
|
24K
$627K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
97+ 0.75% |
$2.49K - $2.52K
|
13K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
48+ 0.13% |
$1.23K - $1.24K
|
37.1K
$969K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
32+ 0.11% |
$821 - $830
|
29.5K
$769K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
28+ 0.03% |
$718 - $726
|
84.1K
$2.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
27+ 0.02% |
$693 - $700
|
149K
$3.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.47% |
$333 - $337
|
2.77K
$72.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 1.44% |
$51.3 - $51.9
|
141
$3.68K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.57% |
$51.3 - $51.9
|
353
$9.22K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$25.7 - $25.9
|
18.7K
$489K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-61- 0.17% |
$1.56K - $1.58K
|
36K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-250- 1.5% |
$6.41K - $6.48K
|
16.4K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-279- 3.1% |
$7.16K - $7.23K
|
8.71K
$227K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-313- 0.73% |
$8.03K - $8.12K
|
42.3K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-327- 0.82% |
$8.39K - $8.48K
|
39.3K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-700- 0.65% |
$18K - $18.2K
|
107K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-744- 33.57% |
$19.1K - $19.3K
|
1.47K
$38.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-811- 62.63% |
$20.8K - $21K
|
484
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-834- 7.88% |
$21.4K - $21.6K
|
9.75K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-857- 8.57% |
$22K - $22.2K
|
9.15K
$239K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-878- 0.46% |
$22.5K - $22.8K
|
188K
$4.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-902- 2.46% |
$23.1K - $23.4K
|
35.8K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-950Closed |
$24.4K - $24.6K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.54K- 1.26% |
$39.4K - $39.8K
|
120K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2K- 11.64% |
$51.3K - $51.8K
|
15.2K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.11K- 3.85% |
$54.1K - $54.7K
|
52.7K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 0.43% |
$57.5K - $58.1K
|
515K
$13.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.54K- 1.22% |
$65.2K - $65.9K
|
206K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.55K- 9.14% |
$65.5K - $66.2K
|
25.4K
$663K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 13.22% |
$77K - $77.8K
|
19.7K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.07K- 17.51% |
$78.7K - $79.6K
|
14.5K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.14K- 3.71% |
$80.5K - $81.3K
|
81.4K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.16K- 6.5% |
$81.1K - $82K
|
45.5K
$1.19M
|