Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.41K+ 1.84% |
$142K - $145K
|
299K
$7.96M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.3K+ 2.9% |
$139K - $141K
|
188K
$5M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 24.3% |
$132K - $134K
|
25.8K
$686K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.44K+ 86.81% |
$116K - $118K
|
9.54K
$254K
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.11K+ 10.18% |
$108K - $110K
|
44.5K
$1.18M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.94K+ 3.35% |
$103K - $105K
|
121K
$3.23M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 37.25% |
$100K - $102K
|
14.1K
$376K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.74K+ 9.59% |
$97.8K - $99.9K
|
42.8K
$1.14M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 2.9% |
$84.6K - $86.3K
|
115K
$3.05M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
3.12K+ 20.05% |
$81.6K - $83.3K
|
18.7K
$497K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 38.47% |
$79K - $80.6K
|
10.9K
$289K
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.45K+ 13.55% |
$64.1K - $65.4K
|
20.5K
$546K
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.23K+ 14.85% |
$58.3K - $59.5K
|
17.2K
$459K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.02K+ 3.83% |
$52.7K - $53.8K
|
54.7K
$1.46M
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.84K+ 2.38% |
$48.2K - $49.2K
|
79.3K
$2.11M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.8K+ 7.86% |
$47.1K - $48.1K
|
24.7K
$657K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.78K+ 14.62% |
$46.6K - $47.6K
|
14K
$372K
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.22K+ 2.36% |
$31.8K - $32.5K
|
52.8K
$1.4M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.18K+ 0.19% |
$31K - $31.6K
|
615K
$16.4M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16K+ 1.7% |
$30.2K - $30.8K
|
69K
$1.84M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.1K+ 0.81% |
$28.9K - $29.5K
|
138K
$3.67M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.06K+ 4.49% |
$27.8K - $28.4K
|
24.7K
$658K
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.02K+ 3.33% |
$26.8K - $27.3K
|
31.8K
$845K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1K+ 5.54% |
$26.2K - $26.7K
|
19.1K
$508K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
865+ 8.79% |
$22.6K - $23.1K
|
10.7K
$285K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
530+ 4.08% |
$13.9K - $14.2K
|
13.5K
$360K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
480New |
$12.6K - $12.8K
|
480
$12.8K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
454+ 1.8% |
$11.9K - $12.1K
|
25.6K
$683K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
450+ 4.82% |
$11.8K - $12K
|
9.78K
$260K
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
336+ 1.94% |
$8.79K - $8.97K
|
17.6K
$470K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
324+ 68.79% |
$8.48K - $8.65K
|
795
$21.2K
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
300+ 0.29% |
$7.85K - $8.01K
|
106K
$2.81M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.19K - $7.34K
|
275
$7.32K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
173+ 3.37% |
$4.53K - $4.62K
|
5.31K
$141K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
134+ 0.21% |
$3.51K - $3.58K
|
63.9K
$1.7M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$1.44K - $1.47K
|
55
$1.46K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
40+ 0.49% |
$1.05K - $1.07K
|
8.16K
$217K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
39+ 0.22% |
$1.02K - $1.04K
|
18.1K
$481K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14+ 0.15% |
$366 - $374
|
9.61K
$256K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.53% |
$314 - $320
|
2.26K
$60.2K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$52.3 - $53.4
|
611
$16.3K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17- 0.17% |
$445 - $454
|
10.2K
$273K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-48- 0.62% |
$1.26K - $1.28K
|
7.73K
$206K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-74- 0.64% |
$1.94K - $1.98K
|
11.4K
$304K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-192- 1.4% |
$5.02K - $5.13K
|
13.5K
$359K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-231- 1.59% |
$6.04K - $6.17K
|
14.3K
$381K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-428- 0.36% |
$11.2K - $11.4K
|
119K
$3.18M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-500- 5.26% |
$13.1K - $13.4K
|
9K
$240K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-566- 2.12% |
$14.8K - $15.1K
|
26.1K
$695K
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-941- 1.42% |
$24.6K - $25.1K
|
65.5K
$1.74M
|