Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.46M+ 2951.12% |
$36.4M - $37.3M
|
1.51M
$38.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
180KNew |
$4.49M - $4.6M
|
180K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
136K+ 694.67% |
$3.41M - $3.5M
|
156K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 14.54% |
$2.74M - $2.81M
|
865K
$22.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
97.1K+ 930.83% |
$2.43M - $2.49M
|
108K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63K+ 90.13% |
$1.57M - $1.61M
|
133K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.7K+ 8.57% |
$1.44M - $1.48M
|
731K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
54K+ 18.18% |
$1.35M - $1.39M
|
351K
$8.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
52.4K+ 3254.72% |
$1.31M - $1.34M
|
54K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.6K+ 5.39% |
$1.12M - $1.14M
|
873K
$22.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
39.1K+ 397.36% |
$978K - $1M
|
49K
$1.25M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6KNew |
$966K - $991K
|
38.6K
$986K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.7K+ 71.38% |
$891K - $914K
|
85.6K
$2.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
34.5K+ 18.62% |
$862K - $884K
|
220K
$5.61M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 4.24% |
$828K - $850K
|
815K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.9KNew |
$822K - $843K
|
32.9K
$839K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
30.2K+ 19.49% |
$756K - $775K
|
185K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.5K+ 61.32% |
$711K - $730K
|
74.9K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 10.98% |
$691K - $709K
|
279K
$7.13M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 10.3% |
$592K - $608K
|
254K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.1K+ 67.55% |
$578K - $593K
|
57.4K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
20KNew |
$499K - $512K
|
20K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19.1K+ 52.28% |
$478K - $490K
|
55.7K
$1.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
16.7K+ 208.41% |
$417K - $428K
|
24.7K
$630K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.1K+ 27.19% |
$402K - $412K
|
75.2K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
15.7KNew |
$393K - $404K
|
15.7K
$402K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$349K - $358K
|
14K
$356K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.6K+ 25.59% |
$339K - $348K
|
66.5K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
13.2KNew |
$329K - $338K
|
13.2K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 45.41% |
$311K - $319K
|
39.8K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.4K+ 2.2% |
$309K - $317K
|
576K
$14.7M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
11.7KNew |
$292K - $300K
|
11.7K
$299K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.7K+ 76.69% |
$292K - $300K
|
27K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$277K - $285K
|
11.1K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.2KNew |
$256K - $263K
|
10.2K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.88K+ 28.44% |
$222K - $228K
|
40.1K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.59K+ 10.72% |
$215K - $220K
|
88.7K
$2.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$200K - $205K
|
8K
$204K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.84KNew |
$196K - $201K
|
7.84K
$200K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 39.5% |
$181K - $186K
|
25.6K
$653K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
6.91K+ 14.7% |
$173K - $177K
|
53.9K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.48K+ 21.99% |
$162K - $166K
|
36K
$918K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.91KNew |
$148K - $152K
|
5.91K
$151K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 6.99% |
$140K - $143K
|
85.6K
$2.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.5K+ 4.01% |
$137K - $141K
|
143K
$3.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$137K - $141K
|
5.5K
$140K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
4.73K+ 6.55% |
$118K - $121K
|
76.9K
$1.96M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.5K+ 3.75% |
$113K - $115K
|
125K
$3.18M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
4.34K+ 12.86% |
$108K - $111K
|
38.1K
$971K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.32K+ 8.7% |
$108K - $111K
|
53.9K
$1.38M
|