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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.28K+ 11.47% |
$107K - $110K
|
41.6K
$1.06M
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.15K+ 12.72% |
$104K - $106K
|
36.8K
$938K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 18.3% |
$102K - $105K
|
26.4K
$674K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.07K+ 14.55% |
$76.8K - $78.8K
|
24.2K
$618K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
3K+ 21.04% |
$75K - $76.9K
|
17.3K
$440K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.56K+ 17.48% |
$63.8K - $65.5K
|
17.2K
$438K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.99K+ 3.52% |
$49.8K - $51.1K
|
58.7K
$1.5M
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.93K+ 18.91% |
$48.2K - $49.4K
|
12.1K
$309K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.81K+ 17.03% |
$45.3K - $46.5K
|
12.5K
$318K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.74K+ 354.08% |
$43.4K - $44.5K
|
2.23K
$56.8K
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.26K+ 2.37% |
$31.6K - $32.4K
|
54.6K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.18K+ 1.94% |
$29.5K - $30.3K
|
62.1K
$1.58M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1.08K+ 2.27% |
$27.1K - $27.8K
|
48.8K
$1.25M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$25K - $25.6K
|
1K
$25.5K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
905+ 9.75% |
$22.6K - $23.2K
|
10.2K
$260K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
837New |
$20.9K - $21.5K
|
837
$21.4K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
494+ 0.28% |
$12.3K - $12.7K
|
179K
$4.57M
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
468+ 4.78% |
$11.7K - $12K
|
10.3K
$262K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
287+ 5.37% |
$7.17K - $7.36K
|
5.63K
$144K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
274+ 2.41% |
$6.85K - $7.03K
|
11.7K
$297K
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
230+ 1.82% |
$5.75K - $5.9K
|
12.9K
$329K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
167+ 1.23% |
$4.17K - $4.28K
|
13.7K
$350K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73+ 0.54% |
$1.82K - $1.87K
|
13.5K
$345K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.49K
|
58
$1.48K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
52+ 0.27% |
$1.3K - $1.33K
|
19K
$485K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.21% |
$1K - $1.03K
|
18.8K
$480K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.01% |
$175 - $179
|
98.8K
$2.52M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$100 - $103
|
1.23K
$31.4K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.28% |
$25 - $25.6
|
354
$9.03K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.19% |
$450 - $462
|
9.68K
$247K
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-42- 0.37% |
$1.05K - $1.08K
|
11.2K
$286K
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-72- 0.22% |
$1.8K - $1.85K
|
32.2K
$821K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-77- 0.95% |
$1.92K - $1.97K
|
8.05K
$205K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-215- 0.86% |
$5.37K - $5.51K
|
24.9K
$635K
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-228- 1.64% |
$5.7K - $5.85K
|
13.6K
$348K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-329- 2.88% |
$8.22K - $8.44K
|
11.1K
$283K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-361- 2.36% |
$9.02K - $9.26K
|
14.9K
$381K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-500- 5.26% |
$12.5K - $12.8K
|
9K
$230K
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.68K- 9.94% |
$117K - $120K
|
42.4K
$1.08M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.5K- 11.91% |
$162K - $167K
|
48.1K
$1.23M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.06K- 1.14% |
$202K - $207K
|
699K
$17.8M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.71K- 61.3% |
$218K - $223K
|
5.5K
$140K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.5K- 51.06% |
$436K - $448K
|
16.7K
$427K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 14.2% |
$516K - $529K
|
125K
$3.18M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.7K- 9.41% |
$567K - $582K
|
218K
$5.58M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-26.8K- 43.76% |
$670K - $688K
|
34.5K
$880K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.2K- 25.98% |
$704K - $723K
|
80.3K
$2.05M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.4K- 6.73% |
$709K - $727K
|
393K
$10M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-48.3K- 16.73% |
$1.21M - $1.24M
|
241K
$6.14M
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.45M- 96.08% |
$36.2M - $37.1M
|
59K
$1.51M
|