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 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.11K+ 12.26% |
$155K - $156K
|
56K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.8K+ 21.5% |
$147K - $148K
|
32.8K
$836K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.7KNew |
$145K - $146K
|
5.7K
$146K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
5.32K+ 9.58% |
$135K - $136K
|
60.8K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.23K+ 6.49% |
$133K - $133K
|
85.9K
$2.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.02K+ 24.12% |
$127K - $128K
|
25.8K
$659K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
4.79K+ 10.2% |
$121K - $122K
|
51.8K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4.68K+ 14.81% |
$119K - $119K
|
36.3K
$926K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.21K+ 42.12% |
$107K - $107K
|
14.2K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.92K+ 49.94% |
$99.3K - $100K
|
11.8K
$300K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.58K+ 24.79% |
$90.6K - $91.2K
|
18K
$459K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.23KNew |
$81.8K - $82.3K
|
3.23K
$82.3K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.18K+ 26.15% |
$80.6K - $81.1K
|
15.3K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.65K+ 1.66% |
$67.2K - $67.7K
|
162K
$4.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.06KNew |
$52.1K - $52.5K
|
2.06K
$52.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.06K+ 3.02% |
$52.1K - $52.4K
|
70.1K
$1.79M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74K+ 4.72% |
$44K - $44.3K
|
38.5K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.61K+ 8.88% |
$40.8K - $41K
|
19.7K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58K+ 0.58% |
$40.1K - $40.4K
|
275K
$7.01M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.32K+ 2.0% |
$33.4K - $33.6K
|
67K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
991+ 5.51% |
$25.1K - $25.3K
|
19K
$485K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
933+ 11.64% |
$23.7K - $23.8K
|
8.95K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
676New |
$17.1K - $17.3K
|
676
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
650+ 1.29% |
$16.5K - $16.6K
|
50.9K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
550+ 3.7% |
$13.9K - $14K
|
15.4K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
482+ 0.2% |
$12.2K - $12.3K
|
245K
$6.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
479+ 1.3% |
$12.1K - $12.2K
|
37.2K
$950K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
433+ 2.75% |
$11K - $11.1K
|
16.2K
$413K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$7.61K - $7.66K
|
300
$7.66K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
282+ 0.63% |
$7.15K - $7.2K
|
45K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
276+ 0.56% |
$7K - $7.04K
|
49.8K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
196+ 1.45% |
$4.97K - $5K
|
13.7K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
169+ 1.77% |
$4.28K - $4.31K
|
9.7K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72New |
$1.83K - $1.84K
|
72
$1.84K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.6K - $1.61K
|
9.45K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57+ 0.06% |
$1.44K - $1.45K
|
96.2K
$2.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
50+ 0.03% |
$1.27K - $1.28K
|
151K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
33+ 0.07% |
$837 - $842
|
46.9K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.35% |
$811 - $817
|
9.14K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
27+ 0.08% |
$684 - $689
|
35.1K
$895K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
23+ 0.27% |
$583 - $587
|
8.62K
$220K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21+ 0.1% |
$532 - $536
|
20.5K
$522K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.08% |
$330 - $332
|
16.9K
$432K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.01% |
$228 - $230
|
120K
$3.06M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.28% |
$25.4 - $25.5
|
360
$9.19K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 0.46% |
$228 - $230
|
1.95K
$49.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.05% |
$279 - $281
|
24K
$612K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53- 0.59% |
$1.34K - $1.35K
|
8.99K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-120- 33.8% |
$3.04K - $3.06K
|
235
$6K
|