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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.85KNew |
$194K - $200K
|
7.85K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
7.16K+ 16.17% |
$177K - $183K
|
51.5K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.7K+ 58.62% |
$166K - $171K
|
18.1K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.43K+ 4.21% |
$159K - $164K
|
159K
$4.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.27K+ 20.54% |
$155K - $160K
|
36.8K
$939K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.99K+ 2.98% |
$148K - $153K
|
207K
$5.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 18.18% |
$118K - $121K
|
30.9K
$789K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.91K+ 11.9% |
$96.5K - $99.7K
|
36.7K
$937K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.9K+ 175.28% |
$96.4K - $99.5K
|
6.13K
$156K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.67K+ 25.64% |
$90.8K - $93.7K
|
18K
$459K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.99K+ 6.81% |
$74K - $76.4K
|
47K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.77K+ 6.61% |
$68.5K - $70.7K
|
44.7K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 3.02% |
$66K - $68.2K
|
91K
$2.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.46K+ 13.65% |
$60.7K - $62.7K
|
20.4K
$522K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96KNew |
$48.4K - $50K
|
1.96K
$50K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.83K+ 17.76% |
$45.3K - $46.8K
|
12.2K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.75K+ 13.34% |
$43.2K - $44.7K
|
14.9K
$379K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.35K+ 3.75% |
$33.5K - $34.6K
|
37.5K
$957K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
802New |
$19.8K - $20.5K
|
802
$20.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
800+ 6.84% |
$19.8K - $20.4K
|
12.5K
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.8K - $19.4K
|
760
$19.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
690New |
$17K - $17.6K
|
690
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
228+ 1.2% |
$5.63K - $5.82K
|
19.2K
$491K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
120+ 51.06% |
$2.97K - $3.06K
|
355
$9.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
48+ 0.14% |
$1.19K - $1.22K
|
35K
$894K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
40+ 0.47% |
$988 - $1.02K
|
8.6K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15+ 0.1% |
$371 - $383
|
14.4K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.38% |
$173 - $179
|
1.85K
$47.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$49.4 - $51
|
359
$9.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$24.7 - $25.5
|
143
$3.65K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90- 0.11% |
$2.22K - $2.3K
|
80.6K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-149- 55.39% |
$3.68K - $3.8K
|
120
$3.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.86% |
$6.6K - $6.81K
|
6.65K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-357- 1.47% |
$8.82K - $9.11K
|
24K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-456- 4.57% |
$11.3K - $11.6K
|
9.53K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-540- 4.71% |
$13.3K - $13.8K
|
10.9K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-823- 2.21% |
$20.3K - $21K
|
36.5K
$931K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-826- 6.85% |
$20.4K - $21.1K
|
11.2K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-871- 8.49% |
$21.5K - $22.2K
|
9.39K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-891- 4.69% |
$22K - $22.7K
|
18.1K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-910- 2.38% |
$22.5K - $23.2K
|
37.3K
$952K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-965Closed |
$23.8K - $24.6K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-981- 1.74% |
$24.2K - $25K
|
55.5K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.28K- 7.75% |
$31.6K - $32.7K
|
15.2K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.62K- 2.4% |
$40K - $41.3K
|
65.7K
$1.68M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.75K- 54.26% |
$43.2K - $44.7K
|
1.48K
$37.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2K- 3.88% |
$49.4K - $51K
|
49.5K
$1.26M
|