Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
591K+ 3837.43% |
$14.7M - $15.2M
|
606K
$15.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
582KNew |
$14.5M - $15M
|
582K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
280KNew |
$6.97M - $7.21M
|
280K
$7.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.9K+ 274.96% |
$594K - $615K
|
32.5K
$824K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22.1K+ 3.79% |
$550K - $569K
|
606K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 6.82% |
$491K - $508K
|
309K
$7.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 6.79% |
$388K - $401K
|
245K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.7K+ 76.82% |
$366K - $379K
|
33.8K
$857K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
13.6K+ 4.38% |
$338K - $350K
|
324K
$8.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
13.5K+ 90.0% |
$336K - $348K
|
28.5K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13K+ 82.71% |
$325K - $336K
|
28.8K
$729K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
11.6K+ 34.66% |
$289K - $300K
|
45.2K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 6.05% |
$285K - $295K
|
200K
$5.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.3KNew |
$281K - $291K
|
11.3K
$286K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.9K+ 77.5% |
$271K - $281K
|
24.9K
$632K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8KNew |
$269K - $279K
|
10.8K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 4.83% |
$260K - $269K
|
227K
$5.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.35KNew |
$233K - $241K
|
9.35K
$237K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
7.95K+ 24.27% |
$198K - $205K
|
40.7K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6K+ 66.67% |
$149K - $155K
|
15K
$380K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6K+ 2.85% |
$149K - $154K
|
217K
$5.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.61K+ 3.41% |
$140K - $145K
|
170K
$4.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$137K - $142K
|
5.5K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5.25K+ 9.98% |
$131K - $135K
|
57.8K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.74K+ 27.9% |
$118K - $122K
|
21.7K
$551K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 23.15% |
$107K - $111K
|
22.9K
$579K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.26K+ 8.93% |
$81.1K - $84K
|
39.7K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.23K+ 12.78% |
$80.4K - $83.2K
|
28.5K
$722K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.4K - $67.7K
|
2.63K
$66.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.1K+ 12.34% |
$52.3K - $54.1K
|
19.1K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2K+ 122.85% |
$49.8K - $51.5K
|
3.63K
$91.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 4.26% |
$40.8K - $42.2K
|
40.1K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.41K+ 0.38% |
$35K - $36.2K
|
376K
$9.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25K+ 6.15% |
$31.2K - $32.3K
|
21.6K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.03K+ 1.26% |
$25.7K - $26.6K
|
83.1K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.02K+ 5.18% |
$25.3K - $26.2K
|
20.6K
$522K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
983+ 9.93% |
$24.5K - $25.3K
|
10.9K
$276K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
730+ 2.47% |
$18.2K - $18.8K
|
30.3K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
727New |
$18.1K - $18.7K
|
727
$18.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
421+ 4.06% |
$10.5K - $10.8K
|
10.8K
$273K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
343+ 20.83% |
$8.54K - $8.84K
|
1.99K
$50.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
283+ 0.09% |
$7.05K - $7.29K
|
302K
$7.64M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
224+ 1.87% |
$5.58K - $5.77K
|
12.2K
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79+ 0.07% |
$1.97K - $2.04K
|
113K
$2.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
65+ 0.35% |
$1.62K - $1.68K
|
18.8K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.27% |
$199 - $206
|
2.92K
$74K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 3.45% |
$49.8 - $51.5
|
60
$1.52K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-175- 0.83% |
$4.36K - $4.51K
|
20.9K
$528K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-242- 0.6% |
$6.03K - $6.24K
|
40.1K
$1.01M
|