Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.62K+ 6.94% |
$224K - $229K
|
133K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.94K+ 11.7% |
$207K - $211K
|
75.8K
$2.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.88K+ 93.09% |
$205K - $209K
|
16.3K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.82KNew |
$203K - $208K
|
7.82K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.76K+ 73.66% |
$202K - $206K
|
18.3K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.54KNew |
$196K - $200K
|
7.54K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
7.25K+ 17.17% |
$189K - $193K
|
49.5K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.17KNew |
$186K - $190K
|
7.17K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.78K+ 55.81% |
$150K - $154K
|
16.1K
$431K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
5.68K+ 62.73% |
$148K - $151K
|
14.7K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.65K+ 15.82% |
$121K - $123K
|
34K
$909K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.85K+ 7.52% |
$100K - $102K
|
55K
$1.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.78K+ 13.81% |
$98.4K - $100K
|
31.2K
$832K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.71K+ 12.14% |
$96.5K - $98.5K
|
34.3K
$915K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.49K+ 22.32% |
$90.9K - $92.7K
|
19.1K
$511K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.47K+ 24.61% |
$90.3K - $92.2K
|
17.6K
$469K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.67K+ 4.88% |
$69.4K - $70.8K
|
57.3K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.58KNew |
$67K - $68.4K
|
2.58K
$68.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.25K+ 24.24% |
$58.6K - $59.8K
|
11.5K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.11K+ 5.6% |
$54.9K - $56K
|
39.8K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.79K+ 14.47% |
$46.7K - $47.6K
|
14.2K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 1.29% |
$33K - $33.7K
|
99.9K
$2.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
728New |
$18.9K - $19.3K
|
728
$19.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
597+ 5.6% |
$15.5K - $15.9K
|
11.3K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
351+ 85.19% |
$9.13K - $9.32K
|
763
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
146+ 0.63% |
$3.8K - $3.88K
|
23.4K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
132+ 0.63% |
$3.43K - $3.5K
|
21.2K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
78+ 15.63% |
$2.03K - $2.07K
|
577
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
65+ 0.05% |
$1.69K - $1.73K
|
139K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
50+ 0.15% |
$1.3K - $1.33K
|
34.5K
$919K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
44+ 0.21% |
$1.14K - $1.17K
|
20.8K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
41+ 0.04% |
$1.07K - $1.09K
|
103K
$2.74M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
11+ 0.08% |
$286 - $292
|
13.9K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$104 - $106
|
1.22K
$32.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.01% |
$78.1 - $79.7
|
27.4K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 1.48% |
$52 - $53.1
|
137
$3.66K
|
|
|
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% |
$26 - $26.6
|
18.2K
$485K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.26% |
$156 - $159
|
2.27K
$60.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-215- 3.26% |
$5.59K - $5.71K
|
6.39K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-374- 1.25% |
$9.73K - $9.93K
|
29.5K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-437- 3.87% |
$11.4K - $11.6K
|
10.9K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 62.8% |
$20.7K - $21.1K
|
471
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-809- 6.29% |
$21.1K - $21.5K
|
12.1K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-837- 8.56% |
$21.8K - $22.2K
|
8.95K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-924Closed |
$24K - $24.5K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-989- 0.46% |
$25.7K - $26.3K
|
213K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.03K- 4.37% |
$26.8K - $27.3K
|
22.5K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.57K- 1.85% |
$40.7K - $41.6K
|
83.1K
$2.22M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.65K- 54.1% |
$42.9K - $43.8K
|
1.4K
$37.4K
|