Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
161KNew |
$3.95M - $4.06M
|
161K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 31.87% |
$3.74M - $3.84M
|
632K
$16M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
110KNew |
$2.68M - $2.75M
|
110K
$2.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
86.5KNew |
$2.12M - $2.18M
|
86.5K
$2.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
57.3K+ 8.84% |
$1.4M - $1.44M
|
706K
$17.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
55.2K+ 9.29% |
$1.35M - $1.39M
|
649K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.7K+ 6.47% |
$1.17M - $1.2M
|
784K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
38.3KNew |
$938K - $964K
|
38.3K
$969K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.5K+ 8.45% |
$868K - $892K
|
455K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.1K+ 73.88% |
$541K - $555K
|
52K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 7.17% |
$539K - $554K
|
329K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 11.4% |
$467K - $480K
|
186K
$4.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.5K+ 2.89% |
$429K - $440K
|
623K
$15.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.1KNew |
$369K - $379K
|
15.1K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 5.76% |
$356K - $366K
|
267K
$6.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
14.2KNew |
$348K - $357K
|
14.2K
$359K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$335K - $344K
|
13.7K
$346K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1KNew |
$296K - $304K
|
12.1K
$305K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
12K+ 39.54% |
$293K - $301K
|
42.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$290K - $298K
|
11.9K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 26.08% |
$285K - $293K
|
56.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$264K - $271K
|
10.8K
$272K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.34KNew |
$229K - $235K
|
9.34K
$236K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
8.41K+ 14.37% |
$206K - $212K
|
66.9K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
7.65K+ 14.48% |
$187K - $192K
|
60.5K
$1.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.5K+ 11.96% |
$135K - $138K
|
51.5K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
5.49K+ 32.2% |
$134K - $138K
|
22.5K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.09K+ 4.83% |
$125K - $128K
|
110K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.68K+ 13.83% |
$115K - $118K
|
38.5K
$974K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$110K - $113K
|
10K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$110K - $113K
|
10K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.31KNew |
$106K - $108K
|
4.31K
$109K
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.19K+ 1.88% |
$103K - $105K
|
227K
$5.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.06K+ 48.15% |
$99.5K - $102K
|
12.5K
$316K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4KNew |
$97.9K - $101K
|
4K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.95K+ 49.38% |
$96.7K - $99.3K
|
12K
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.43K+ 13.29% |
$84K - $86.3K
|
29.2K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 2.02% |
$66.2K - $68K
|
136K
$3.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.47K+ 6.97% |
$60.3K - $62K
|
37.9K
$957K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11K+ 1.12% |
$51.7K - $53.1K
|
191K
$4.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.92K+ 20.99% |
$47K - $48.2K
|
11.1K
$279K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.73K+ 5.42% |
$42.2K - $43.4K
|
33.5K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 1.27% |
$37.4K - $38.4K
|
122K
$3.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
930New |
$22.8K - $23.4K
|
930
$23.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
790+ 1.82% |
$19.3K - $19.9K
|
44.1K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
665+ 8.48% |
$16.3K - $16.7K
|
8.51K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
664+ 6.64% |
$16.3K - $16.7K
|
10.7K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
663+ 1.6% |
$16.2K - $16.7K
|
42.1K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
588+ 1.7% |
$14.4K - $14.8K
|
35.2K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$8.13K - $8.35K
|
332
$8.39K
|