Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
584K+ 74.08% |
$14.4M - $14.9M
|
1.37M
$35M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
500K+ 459.71% |
$12.4M - $12.8M
|
609K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 139.17% |
$7.94M - $8.2M
|
552K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
278KNew |
$6.87M - $7.09M
|
278K
$7.09M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
224K+ 598.6% |
$5.54M - $5.72M
|
262K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
198KNew |
$4.9M - $5.06M
|
198K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
183K+ 49.98% |
$4.53M - $4.68M
|
551K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
145K+ 145.75% |
$3.59M - $3.71M
|
245K
$6.25M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
125K+ 84.39% |
$3.09M - $3.19M
|
273K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
122K+ 21.55% |
$3.02M - $3.12M
|
690K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
110K+ 37.52% |
$2.71M - $2.8M
|
402K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
64.4K+ 108.35% |
$1.59M - $1.64M
|
124K
$3.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
60.4KNew |
$1.49M - $1.54M
|
60.4K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
53.4K+ 91.01% |
$1.32M - $1.36M
|
112K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
50.3KNew |
$1.24M - $1.28M
|
50.3K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
44.8KNew |
$1.11M - $1.14M
|
44.8K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44.6K+ 6.83% |
$1.1M - $1.14M
|
697K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.4K+ 37.33% |
$948K - $979K
|
141K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.6K+ 4.23% |
$906K - $935K
|
904K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
34.8KNew |
$860K - $888K
|
34.8K
$888K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
31.6KNew |
$781K - $806K
|
31.6K
$806K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
28.2K+ 57.58% |
$697K - $720K
|
77.2K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
28K+ 181.87% |
$693K - $716K
|
43.5K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
26.6K+ 9.57% |
$657K - $679K
|
305K
$7.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.2K+ 37.41% |
$647K - $668K
|
96.2K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 10.0% |
$608K - $628K
|
271K
$6.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.2K+ 12.27% |
$548K - $566K
|
203K
$5.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
21K+ 44.65% |
$519K - $536K
|
68K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
20.8KNew |
$514K - $531K
|
20.8K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 168.34% |
$496K - $513K
|
32K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 2.45% |
$481K - $497K
|
816K
$20.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.3K+ 35.01% |
$478K - $494K
|
74.6K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
17.4K+ 77.4% |
$430K - $444K
|
39.9K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.1KNew |
$423K - $437K
|
17.1K
$437K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16.9KNew |
$418K - $431K
|
16.9K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.8KNew |
$414K - $428K
|
16.8K
$428K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
16.3KNew |
$403K - $416K
|
16.3K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$333K - $344K
|
13.5K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 5.62% |
$311K - $322K
|
237K
$6.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 14.94% |
$300K - $310K
|
93.3K
$2.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
11.9KNew |
$295K - $305K
|
11.9K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 40.18% |
$269K - $278K
|
38K
$970K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$269K - $278K
|
10.9K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10KNew |
$247K - $255K
|
10K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
9.86K+ 15.61% |
$244K - $252K
|
73K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.69KNew |
$239K - $247K
|
9.69K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.57K+ 23.76% |
$237K - $244K
|
49.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.46K+ 8.57% |
$234K - $242K
|
120K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$209K - $216K
|
8.47K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8.01KNew |
$198K - $204K
|
8.01K
$204K
|