Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)

IBMQ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q3 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
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
208K
+ 91.74%
$5.09M - $5.27M
435K $11M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
187K
+ 76.37%
$4.57M - $4.73M
432K $10.9M
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
122K
New
$2.97M - $3.07M
122K $3.08M
Nov 02, 2023 Q3 2023
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
110K
New
$2.69M - $2.79M
110K $2.79M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
107K
New
$2.61M - $2.71M
107K $2.71M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
58.5K
New
$1.43M - $1.48M
58.5K $1.48M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
56.3K
+ 17.36%
$1.37M - $1.42M
381K $9.63M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
48.2K
New
$1.18M - $1.22M
48.2K $1.22M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
47.8K
+ 17.07%
$1.17M - $1.21M
328K $8.3M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
28K
+ 4.63%
$684K - $709K
634K $16M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
16.8K
+ 58.16%
$409K - $423K
45.6K $1.15M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
14.2K
New
$347K - $359K
14.2K $360K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
14.1K
+ 2.42%
$344K - $356K
596K $15.1M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
13.7K
New
$333K - $345K
13.7K $346K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
13.4K
+ 11.5%
$326K - $338K
130K $3.28M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
13.1K
New
$320K - $332K
13.1K $332K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
13.1K
New
$320K - $332K
13.1K $332K
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
12.4K
+ 27.36%
$302K - $312K
57.5K $1.46M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.2K
New
$248K - $257K
10.2K $257K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
9.44K
New
$230K - $239K
9.44K $239K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
9K
New
$220K - $228K
9K $228K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.35K
+ 1.38%
$204K - $211K
615K $15.6M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
7.04K
+ 12.17%
$172K - $178K
64.9K $1.64M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
5.77K
+ 2.88%
$141K - $146K
206K $5.22M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.48K
+ 1.82%
$134K - $139K
307K $7.78M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5.08K
+ 6.11%
$124K - $128K
88.2K $2.23M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.02K
New
$122K - $127K
5.02K $127K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5K
+ 33.33%
$122K - $126K
20K $506K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.83K
+ 16.95%
$118K - $122K
33.3K $844K
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
4.69K
+ 13.87%
$115K - $119K
38.5K $975K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.54K
+ 4.02%
$111K - $115K
117K $2.97M
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
4.45K
+ 40.83%
$109K - $112K
15.3K $388K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
4.29K
New
$105K - $109K
4.29K $109K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
3.23K
+ 10.66%
$78.8K - $81.7K
33.5K $849K
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
3K
+ 10.53%
$73.2K - $75.8K
31.5K $798K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.82K
+ 77.59%
$68.7K - $71.2K
6.44K $163K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
2.77K
+ 12.08%
$67.5K - $69.9K
25.7K $650K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.78K
+ 9.29%
$43.3K - $44.9K
20.9K $529K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.01K
+ 50.65%
$24.6K - $25.5K
3K $75.9K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1K
New
$24.4K - $25.3K
1K $25.3K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
798
+ 109.77%
$19.5K - $20.2K
1.53K $38.6K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
706
+ 7.55%
$17.2K - $17.8K
10.1K $255K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
664
+ 6.64%
$16.2K - $16.8K
10.7K $270K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
557
+ 1.71%
$13.6K - $14.1K
33.1K $838K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
200
New
$4.88K - $5.06K
200 $5.06K
Oct 13, 2023 Q3 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
70
+ 0.37%
$1.71K - $1.77K
18.9K $478K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
18
+ 0.04%
$439 - $455
40.1K $1.01M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
9
+ 0.31%
$220 - $228
2.93K $74.3K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
5
+ 0.02%
$122 - $126
20.9K $529K

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