Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q1 2024. 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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
456KNew |
$11.6M - $11.6M
|
456K
$11.6M
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
306KNew |
$7.76M - $7.82M
|
306K
$7.82M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
257K+ 63.8% |
$6.51M - $6.55M
|
659K
$16.8M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
213K+ 1671.21% |
$5.39M - $5.42M
|
225K
$5.75M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
201KNew |
$5.09M - $5.12M
|
201K
$5.12M
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
136KNew |
$3.44M - $3.46M
|
136K
$3.46M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 24.57% |
$3.44M - $3.46M
|
688K
$17.5M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 24.57% |
$3.44M - $3.46M
|
688K
$17.5M
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
126KNew |
$3.21M - $3.23M
|
126K
$3.23M
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
109K+ 141.74% |
$2.77M - $2.79M
|
187K
$4.76M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
88.2KNew |
$2.24M - $2.25M
|
88.2K
$2.25M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.3KNew |
$1.93M - $1.95M
|
76.3K
$1.95M
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
69.5KNew |
$1.76M - $1.77M
|
69.5K
$1.77M
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
57K+ 468.01% |
$1.45M - $1.46M
|
69.2K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.4K+ 4.03% |
$1.4M - $1.41M
|
1.43M
$36.5M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
53.5K+ 8.78% |
$1.36M - $1.36M
|
662K
$16.9M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 23.53% |
$1.23M - $1.24M
|
256K
$6.52M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.2K+ 5.23% |
$1.2M - $1.21M
|
951K
$24.3M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.9KNew |
$1.16M - $1.17M
|
45.9K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.2K+ 30.61% |
$1.09M - $1.1M
|
184K
$4.7M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.4KNew |
$1.08M - $1.08M
|
42.4K
$1.08M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.7K+ 4.86% |
$1.01M - $1.01M
|
855K
$21.8M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.8K+ 543.68% |
$883K - $889K
|
41.2K
$1.05M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32.9K+ 44.14% |
$834K - $840K
|
107K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31.7KNew |
$804K - $809K
|
31.7K
$809K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
31.2K+ 204.95% |
$792K - $797K
|
46.5K
$1.19M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.5KNew |
$774K - $780K
|
30.5K
$780K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
29.9K+ 75.05% |
$759K - $764K
|
69.8K
$1.78M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29.3KNew |
$742K - $746K
|
29.3K
$746K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.5K+ 3.95% |
$698K - $703K
|
724K
$18.5M
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
21.9KNew |
$554K - $558K
|
21.9K
$558K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.7K+ 201.88% |
$551K - $555K
|
32.5K
$829K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 2551.14% |
$541K - $545K
|
22.2K
$566K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2KNew |
$539K - $542K
|
21.2K
$542K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
20.2K+ 169.48% |
$513K - $517K
|
32.2K
$822K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.6KNew |
$498K - $501K
|
19.6K
$501K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.8K+ 46.38% |
$477K - $481K
|
59.4K
$1.52M
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$438K - $441K
|
17.3K
$441K
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.4K+ 6.52% |
$391K - $394K
|
252K
$6.44M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15K+ 43.14% |
$381K - $383K
|
49.8K
$1.27M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 2.48% |
$346K - $349K
|
564K
$14.4M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 11.71% |
$270K - $272K
|
102K
$2.6M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$261K - $263K
|
10.3K
$263K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
8.41K+ 277.62% |
$213K - $215K
|
11.4K
$292K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.04KNew |
$204K - $205K
|
8.04K
$205K
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
7.49K+ 6.68% |
$190K - $191K
|
119K
$3.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.45K+ 46.76% |
$189K - $190K
|
23.4K
$597K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.39KNew |
$187K - $189K
|
7.39K
$189K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.75K+ 2.49% |
$171K - $172K
|
278K
$7.08M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.16K+ 16.41% |
$156K - $157K
|
43.7K
$1.11M
|