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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-120- 1.07% |
$3.04K - $3.06K
|
11.1K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-264- 2.05% |
$6.69K - $6.74K
|
12.6K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-368- 3.28% |
$9.33K - $9.39K
|
10.9K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-382- 0.74% |
$9.68K - $9.75K
|
51.1K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-389- 2.38% |
$9.86K - $9.93K
|
15.9K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-770- 8.4% |
$19.5K - $19.7K
|
8.4K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.52K- 4.06% |
$38.4K - $38.7K
|
35.8K
$913K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.66K- 15.24% |
$42.2K - $42.5K
|
9.25K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.68K- 3.75% |
$42.6K - $42.9K
|
43.1K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.37K- 13.05% |
$60K - $60.4K
|
15.8K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.8K- 4.63% |
$71K - $71.5K
|
57.6K
$1.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.82K- 10.47% |
$96.8K - $97.5K
|
32.6K
$833K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.2K- 5.75% |
$106K - $107K
|
68.8K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.31K- 11.25% |
$109K - $110K
|
34K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.93K- 12.98% |
$125K - $126K
|
33.1K
$844K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.27K- 14.86% |
$134K - $135K
|
30.2K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.39K- 16.85% |
$137K - $138K
|
26.6K
$679K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.94K- 4.79% |
$151K - $152K
|
118K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.63K- 19.86% |
$168K - $169K
|
26.7K
$682K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7K- 3.45% |
$177K - $179K
|
196K
$5M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.55K- 14.76% |
$191K - $193K
|
43.6K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-11.5K- 20.31% |
$291K - $293K
|
45.1K
$1.15M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 35.92% |
$396K - $398K
|
27.8K
$711K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 14.73% |
$410K - $413K
|
93.7K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16.9K- 2.45% |
$429K - $431K
|
673K
$17.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.4K- 21.87% |
$517K - $521K
|
72.9K
$1.86M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 8.31% |
$551K - $555K
|
240K
$6.12M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-76.7K- 25.2% |
$1.95M - $1.96M
|
228K
$5.81M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-168K- 25.37% |
$4.25M - $4.28M
|
493K
$12.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-178K- 20.57% |
$4.51M - $4.54M
|
688K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-182K- 92.05% |
$4.63M - $4.66M
|
15.8K
$402K
|