Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
70.4K+ 20.04% |
$1.76M - $1.8M
|
422K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58K+ 7.93% |
$1.45M - $1.49M
|
789K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43K+ 30.15% |
$1.07M - $1.1M
|
186K
$4.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
35K+ 5.01% |
$874K - $897K
|
734K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9K+ 30.29% |
$647K - $664K
|
112K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24.7K+ 4.29% |
$616K - $633K
|
601K
$15.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.4K+ 260.1% |
$584K - $600K
|
32.4K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 8.41% |
$533K - $548K
|
275K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1K+ 12.86% |
$501K - $514K
|
176K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.3K+ 115.23% |
$481K - $494K
|
36K
$919K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
17.9K+ 147.73% |
$447K - $459K
|
30K
$767K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.9KNew |
$446K - $458K
|
17.9K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$404K - $415K
|
16.2K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 27.45% |
$369K - $379K
|
68.7K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.7K+ 77.29% |
$366K - $376K
|
33.7K
$859K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
14.3K+ 41.37% |
$356K - $366K
|
48.7K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 5.05% |
$303K - $311K
|
253K
$6.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.7KNew |
$291K - $299K
|
11.7K
$297K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.9K+ 79.43% |
$272K - $280K
|
24.6K
$629K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.6K+ 10.69% |
$264K - $271K
|
109K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 7.72% |
$256K - $263K
|
143K
$3.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.95KNew |
$223K - $229K
|
8.95K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
8.13KNew |
$203K - $208K
|
8.13K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.01K+ 24.89% |
$200K - $205K
|
40.2K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.33K+ 30.29% |
$183K - $188K
|
31.5K
$805K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.95K+ 27.9% |
$173K - $178K
|
31.8K
$813K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6K+ 33.33% |
$150K - $154K
|
24K
$612K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.53K+ 15.03% |
$138K - $142K
|
42.3K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.18K+ 9.61% |
$129K - $133K
|
59.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.16K+ 2.32% |
$104K - $107K
|
184K
$4.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.95K+ 6.74% |
$98.7K - $101K
|
62.7K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 35.15% |
$97.4K - $100K
|
15K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.86K+ 0.44% |
$96.2K - $98.8K
|
876K
$22.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 12.56% |
$82.7K - $85K
|
29.7K
$758K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.98K+ 5.2% |
$74.4K - $76.4K
|
60.3K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.7K - $67.5K
|
2.63K
$67.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.14K+ 5.14% |
$53.4K - $54.8K
|
43.7K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2K+ 4.55% |
$49.9K - $51.3K
|
46K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.92K+ 3.52% |
$47.9K - $49.2K
|
56.5K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 2.47% |
$46.1K - $47.3K
|
76.7K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.74K+ 3.56% |
$43.4K - $44.5K
|
50.6K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 6.43% |
$39.6K - $40.7K
|
26.3K
$670K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.43K+ 2.3% |
$35.7K - $36.6K
|
63.5K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 2.95% |
$31.2K - $32.1K
|
43.7K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.2K+ 11.73% |
$30K - $30.8K
|
11.4K
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.12K+ 2.06% |
$27.8K - $28.6K
|
55.1K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
975+ 4.88% |
$24.3K - $25K
|
21K
$535K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
917+ 9.7% |
$22.9K - $23.5K
|
10.4K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
839+ 1.51% |
$20.9K - $21.5K
|
56.5K
$1.44M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
752+ 1.87% |
$18.8K - $19.3K
|
40.9K
$1.04M
|