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 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 15.93% |
$46.2K - $47.1K
|
9.37K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.88K- 1.76% |
$49K - $50K
|
105K
$2.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.09K- 4.39% |
$54.3K - $55.4K
|
45.4K
$1.21M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.31K- 21.37% |
$60.1K - $61.4K
|
8.5K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.37K- 6.69% |
$61.6K - $62.9K
|
33K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.42K- 1.75% |
$63.1K - $64.4K
|
136K
$3.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.57K- 6.42% |
$66.7K - $68.1K
|
37.4K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.64K- 13.86% |
$68.6K - $70K
|
16.4K
$438K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.66K- 4.45% |
$69.3K - $70.7K
|
57.3K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3K- 24.97% |
$78.1K - $79.7K
|
9.02K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4K- 3.68% |
$104K - $106K
|
105K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.17K- 4.4% |
$109K - $111K
|
90.6K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.46K- 72.24% |
$116K - $118K
|
1.71K
$45.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.53K- 8.91% |
$118K - $120K
|
46.3K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.88K- 5.55% |
$153K - $156K
|
100K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.9K- 36.04% |
$154K - $157K
|
10.5K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.02K- 14.61% |
$235K - $240K
|
52.8K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.61K- 3.78% |
$250K - $255K
|
245K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11K- 2.34% |
$285K - $291K
|
457K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-11K- 35.76% |
$285K - $291K
|
19.7K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 11.15% |
$347K - $354K
|
106K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.8K- 55.35% |
$385K - $392K
|
11.9K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.5K- 37.25% |
$403K - $411K
|
26.1K
$696K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-16.4K- 10.1% |
$426K - $434K
|
146K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.9K- 3.06% |
$492K - $502K
|
600K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 27.03% |
$497K - $507K
|
51.5K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.8K- 47.77% |
$516K - $526K
|
21.7K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-21.6K- 55.4% |
$561K - $573K
|
17.4K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.2K- 24.9% |
$735K - $750K
|
85.2K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-52.1K- 74.86% |
$1.36M - $1.38M
|
17.5K
$467K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-108K- 98.44% |
$2.82M - $2.88M
|
1.71K
$45.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-218K- 49.14% |
$5.68M - $5.8M
|
226K
$6.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-583K- 95.37% |
$15.2M - $15.5M
|
28.3K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-699K- 92.34% |
$18.2M - $18.5M
|
58K
$1.55M
|