Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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
|
- |
71.7K+ 20.61% |
$1.78M - $1.84M
|
420K
$10.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
54.9KNew |
$1.36M - $1.41M
|
54.9K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.8K+ 10.39% |
$1.26M - $1.3M
|
539K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.7K+ 6.3% |
$1.08M - $1.12M
|
736K
$18.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.7KNew |
$961K - $992K
|
38.7K
$979K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
33.5K+ 5.85% |
$831K - $857K
|
605K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
24.4K+ 3.92% |
$607K - $626K
|
649K
$16.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.4K+ 305.09% |
$606K - $625K
|
32.4K
$820K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 3.26% |
$600K - $619K
|
766K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24K+ 4.22% |
$597K - $616K
|
594K
$15M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.2KNew |
$501K - $517K
|
20.2K
$510K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
18K+ 147.06% |
$448K - $462K
|
30.3K
$766K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 5.78% |
$416K - $430K
|
307K
$7.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.6K+ 108.98% |
$387K - $399K
|
29.9K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 2.3% |
$372K - $384K
|
666K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.8K+ 77.27% |
$366K - $378K
|
33.9K
$856K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.3KNew |
$281K - $290K
|
11.3K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11K+ 79.01% |
$272K - $281K
|
24.8K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$269K - $278K
|
10.8K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10K+ 42.09% |
$249K - $257K
|
33.8K
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.67K+ 10.11% |
$240K - $248K
|
105K
$2.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.44KNew |
$209K - $216K
|
8.44K
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.03K+ 24.81% |
$199K - $206K
|
40.4K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7.68K+ 15.1% |
$191K - $197K
|
58.5K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$137K - $141K
|
5.5K
$139K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.46K+ 25.61% |
$111K - $114K
|
21.9K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.34K+ 2.41% |
$108K - $111K
|
184K
$4.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 20.12% |
$107K - $111K
|
25.8K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.96K+ 11.1% |
$98.2K - $101K
|
39.6K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.19K+ 16.69% |
$79.2K - $81.7K
|
22.3K
$564K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3K+ 6.98% |
$74.5K - $76.8K
|
46K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.66K+ 8.31% |
$66K - $68.1K
|
34.6K
$876K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$65.5K - $67.6K
|
2.64K
$66.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.33K+ 4.8% |
$57.8K - $59.6K
|
50.9K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2K+ 0.5% |
$49.7K - $51.3K
|
403K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.94K+ 1.42% |
$48K - $49.6K
|
138K
$3.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.12K+ 2.08% |
$27.9K - $28.8K
|
55.2K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 3.25% |
$27.7K - $28.6K
|
35.4K
$895K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.04K+ 10.46% |
$25.8K - $26.6K
|
11K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.01K+ 2.38% |
$25K - $25.8K
|
43.4K
$1.1M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1K+ 17.54% |
$24.8K - $25.6K
|
6.7K
$169K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
784+ 1.79% |
$19.5K - $20.1K
|
44.7K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
756+ 0.57% |
$18.8K - $19.4K
|
134K
$3.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
742New |
$18.4K - $19K
|
742
$18.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
500+ 1.59% |
$12.4K - $12.8K
|
31.9K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
273+ 373.97% |
$6.78K - $6.99K
|
346
$8.75K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
230+ 0.5% |
$5.71K - $5.89K
|
45.9K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
73+ 0.39% |
$1.81K - $1.87K
|
18.9K
$478K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.35% |
$794 - $820
|
9.14K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30+ 0.09% |
$745 - $768
|
31.8K
$805K
|