Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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
|
- |
746K+ 138.35% |
$18.2M - $19M
|
1.29M
$32.5M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
506K+ 461.75% |
$12.3M - $12.9M
|
615K
$15.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
286KNew |
$6.96M - $7.26M
|
286K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
271K+ 141.64% |
$6.6M - $6.89M
|
462K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
200KNew |
$4.86M - $5.07M
|
200K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
174K+ 93.32% |
$4.24M - $4.42M
|
360K
$9.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
130K+ 80.26% |
$3.16M - $3.29M
|
291K
$7.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
84.5K+ 31.62% |
$2.06M - $2.15M
|
352K
$8.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
75.6KNew |
$1.84M - $1.92M
|
75.6K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
75.5K+ 10.69% |
$1.84M - $1.92M
|
781K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.6K+ 9.51% |
$1.82M - $1.9M
|
859K
$21.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
74.2K+ 122.68% |
$1.81M - $1.89M
|
135K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72K+ 11.27% |
$1.75M - $1.83M
|
711K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
65.7K+ 148.91% |
$1.6M - $1.67M
|
110K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.7K+ 113.23% |
$1.16M - $1.21M
|
89.9K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.1K+ 7.13% |
$1.1M - $1.15M
|
677K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
45K+ 6.93% |
$1.1M - $1.14M
|
694K
$17.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
38.7KNew |
$943K - $984K
|
38.7K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.9K+ 4.2% |
$778K - $811K
|
792K
$20M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
31.5K+ 93.03% |
$767K - $800K
|
65.3K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
31.3KNew |
$763K - $796K
|
31.3K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
31.2KNew |
$761K - $794K
|
31.2K
$790K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
31K+ 668.21% |
$756K - $789K
|
35.7K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 19.06% |
$634K - $661K
|
163K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25.4KNew |
$618K - $645K
|
25.4K
$641K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
24.6KNew |
$599K - $625K
|
24.6K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.9K+ 80.23% |
$581K - $607K
|
53.6K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 210.88% |
$554K - $578K
|
33.5K
$848K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
21.7K+ 7.6% |
$529K - $552K
|
307K
$7.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
21.7K+ 77.04% |
$528K - $551K
|
49.8K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
18.6K+ 82.45% |
$452K - $472K
|
41.1K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.2K+ 35.08% |
$444K - $463K
|
70.2K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
16.5K+ 46.81% |
$402K - $419K
|
51.7K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
14.8KNew |
$359K - $375K
|
14.8K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.4KNew |
$326K - $340K
|
13.4K
$338K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 4.01% |
$321K - $335K
|
342K
$8.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 5.33% |
$294K - $307K
|
239K
$6.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12K+ 98.99% |
$291K - $304K
|
24K
$608K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.7K+ 57.03% |
$284K - $297K
|
32.1K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 47.22% |
$268K - $280K
|
34.3K
$867K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$267K - $278K
|
10.9K
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 18.86% |
$259K - $270K
|
67K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$254K - $265K
|
10.4K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 9.36% |
$252K - $263K
|
121K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$242K - $253K
|
9.94K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
9.22KNew |
$225K - $234K
|
9.22K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.13KNew |
$222K - $232K
|
9.13K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.69K+ 25.9% |
$212K - $221K
|
42.2K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.13KNew |
$198K - $207K
|
8.13K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.13KNew |
$198K - $207K
|
8.13K
$205K
|