Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
590K+ 190.93% |
$14.3M - $15.1M
|
899K
$22.7M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
506K+ 472.13% |
$12.3M - $13M
|
613K
$15.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
285KNew |
$6.93M - $7.31M
|
285K
$7.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
258K+ 59.78% |
$6.27M - $6.62M
|
690K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
199KNew |
$4.83M - $5.09M
|
199K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
161K+ 42.26% |
$3.9M - $4.12M
|
541K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
155K+ 127.61% |
$3.76M - $3.97M
|
277K
$6.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 21.72% |
$3.14M - $3.32M
|
726K
$18.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
117KNew |
$2.84M - $3M
|
117K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
112K+ 172.98% |
$2.72M - $2.87M
|
177K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106KNew |
$2.57M - $2.72M
|
106K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
101K+ 63.7% |
$2.46M - $2.59M
|
260K
$6.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
77.3K+ 12.2% |
$1.88M - $1.98M
|
711K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
71.1K+ 707.04% |
$1.73M - $1.82M
|
81.2K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.8K+ 105.41% |
$1.52M - $1.61M
|
122K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.5K+ 46.39% |
$1.32M - $1.39M
|
172K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
45.3KNew |
$1.1M - $1.16M
|
45.3K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
37KNew |
$898K - $948K
|
37K
$935K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35.3KNew |
$855K - $903K
|
35.3K
$890K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
35KNew |
$850K - $897K
|
35K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.6K+ 29.49% |
$767K - $810K
|
139K
$3.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
31.2K+ 1041.13% |
$757K - $799K
|
34.2K
$864K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
29.8KNew |
$723K - $763K
|
29.8K
$753K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
28.4KNew |
$689K - $727K
|
28.4K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 4.37% |
$651K - $688K
|
642K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
26.7K+ 266.61% |
$647K - $683K
|
36.7K
$926K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
26.5KNew |
$643K - $679K
|
26.5K
$669K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.2K+ 48.78% |
$539K - $569K
|
67.8K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
21.7K+ 7.59% |
$526K - $555K
|
307K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8KNew |
$506K - $534K
|
20.8K
$526K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.7K+ 62.19% |
$503K - $531K
|
54.1K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18.6KNew |
$450K - $475K
|
18.6K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3KNew |
$346K - $365K
|
14.3K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.2KNew |
$320K - $338K
|
13.2K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11KNew |
$266K - $281K
|
11K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$265K - $280K
|
10.9K
$276K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10.9K+ 70.85% |
$264K - $278K
|
26.2K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.2KNew |
$247K - $261K
|
10.2K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
10KNew |
$243K - $256K
|
10K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
9.39KNew |
$228K - $240K
|
9.39K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.32K+ 3.03% |
$226K - $239K
|
317K
$8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.25KNew |
$224K - $237K
|
9.25K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.64K+ 566.43% |
$210K - $221K
|
10.2K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.42K+ 54.11% |
$204K - $216K
|
24K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.33K+ 17.0% |
$202K - $213K
|
57.3K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.09KNew |
$196K - $207K
|
8.09K
$204K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
8.05K+ 13.99% |
$195K - $206K
|
65.6K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.89KNew |
$191K - $202K
|
7.89K
$199K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 18.09% |
$176K - $186K
|
47.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.1K+ 33.99% |
$172K - $182K
|
28K
$707K
|