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 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
739New |
$18.4K - $18.9K
|
739
$18.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
730+ 1.92% |
$18.2K - $18.7K
|
38.8K
$990K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
626+ 3.65% |
$15.6K - $16K
|
17.8K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
598+ 4.54% |
$14.9K - $15.3K
|
13.8K
$352K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
420+ 2.43% |
$10.5K - $10.8K
|
17.7K
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130+ 3.83% |
$3.24K - $3.33K
|
3.52K
$89.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.29% |
$1.37K - $1.41K
|
18.8K
$481K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
31+ 0.25% |
$774 - $795
|
12.5K
$319K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.05% |
$349 - $359
|
25.6K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$99.8 - $103
|
1.23K
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.28% |
$25 - $25.6
|
355
$9.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15- 1.5% |
$374 - $384
|
985
$25.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-88- 0.91% |
$2.2K - $2.26K
|
9.59K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-172- 1.48% |
$4.29K - $4.41K
|
11.5K
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-248- 4.2% |
$6.19K - $6.36K
|
5.66K
$145K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-604- 4.32% |
$15.1K - $15.5K
|
13.4K
$341K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-800- 0.45% |
$20K - $20.5K
|
178K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-888- 1.11% |
$22.2K - $22.8K
|
79.4K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-918- 2.31% |
$22.9K - $23.5K
|
38.9K
$992K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.1K- 9.9% |
$27.4K - $28.2K
|
10K
$255K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.22K- 1.14% |
$30.5K - $31.3K
|
106K
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.38K- 9.26% |
$34.5K - $35.4K
|
13.5K
$345K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.76K- 21.89% |
$44K - $45.2K
|
6.29K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.1K- 15.55% |
$52.5K - $53.9K
|
11.4K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.34K- 6.51% |
$58.4K - $60K
|
33.6K
$858K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.47K- 4.19% |
$61.7K - $63.4K
|
56.5K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 3.18% |
$67.9K - $69.7K
|
82.9K
$2.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 1.34% |
$73.5K - $75.5K
|
217K
$5.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.71K- 1.7% |
$92.7K - $95.2K
|
215K
$5.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.86K- 0.47% |
$96.2K - $98.8K
|
811K
$20.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.9K- 4.39% |
$97.3K - $99.9K
|
84.8K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 3.61% |
$112K - $115K
|
120K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5K- 15.19% |
$125K - $128K
|
27.9K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.63KClosed |
$141K - $144K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.72K- 11.6% |
$193K - $198K
|
58.8K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.41K- 11.18% |
$210K - $216K
|
66.8K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.87K- 20.53% |
$246K - $253K
|
38.2K
$975K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.2K- 1.3% |
$280K - $287K
|
854K
$21.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.39% |
$388K - $398K
|
170K
$4.33M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.9K- 33.69% |
$647K - $664K
|
51K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.7K- 71.61% |
$691K - $709K
|
11K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 16.24% |
$1.13M - $1.16M
|
234K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-51.9K- 13.2% |
$1.3M - $1.33M
|
341K
$8.71M
|