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 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.3K- 16.62% |
$84.7K - $85.6K
|
16.6K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.35K- 11.36% |
$85.8K - $86.7K
|
26.1K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.64K- 10.13% |
$93.2K - $94.3K
|
32.3K
$842K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.14K- 33.27% |
$106K - $107K
|
8.3K
$217K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4.39K- 7.96% |
$113K - $114K
|
50.8K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.78K- 23.55% |
$123K - $124K
|
15.5K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.7K- 2.14% |
$146K - $148K
|
261K
$6.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.35K- 18.76% |
$163K - $165K
|
27.5K
$718K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.2K- 40.15% |
$185K - $187K
|
10.7K
$280K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8.5K- 23.84% |
$218K - $220K
|
27.2K
$709K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 10.37% |
$273K - $276K
|
91.9K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.6K- 5.92% |
$273K - $276K
|
169K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 15.3% |
$274K - $277K
|
59.1K
$1.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.2K- 37.48% |
$286K - $289K
|
18.6K
$486K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-12.7K- 33.22% |
$325K - $328K
|
25.4K
$664K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-12.9K- 20.31% |
$331K - $334K
|
50.6K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13.9K- 55.68% |
$355K - $359K
|
11K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 50.91% |
$427K - $431K
|
16K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-16.8K- 14.11% |
$432K - $436K
|
102K
$2.67M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19.1K- 36.39% |
$489K - $494K
|
33.3K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20K- 3.82% |
$512K - $518K
|
502K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20K- 15.77% |
$513K - $519K
|
107K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 60.92% |
$518K - $523K
|
12.9K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-27.5K- 15.5% |
$706K - $714K
|
150K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-29.3K- 66.58% |
$752K - $760K
|
14.7K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.6K- 25.63% |
$810K - $819K
|
91.6K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34K- 32.78% |
$871K - $880K
|
69.6K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.8K- 30.87% |
$970K - $981K
|
84.7K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-41.2K- 37.95% |
$1.06M - $1.07M
|
67.4K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-43.7K- 66.01% |
$1.12M - $1.13M
|
22.5K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.1K- 2.81% |
$1.23M - $1.25M
|
1.67M
$43.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-81.9K- 63.83% |
$2.1M - $2.12M
|
46.4K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-90.9K- 28.15% |
$2.33M - $2.36M
|
232K
$6.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-95.1K- 27.05% |
$2.44M - $2.47M
|
256K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-110K- 44.17% |
$2.83M - $2.86M
|
140K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136K- 32.89% |
$3.49M - $3.53M
|
278K
$7.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-443K- 77.93% |
$11.4M - $11.5M
|
125K
$3.27M
|