Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
46+ 0.51% |
$1.17K - $1.17K
|
9.13K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
214+ 0.48% |
$5.44K - $5.46K
|
44.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15K- 8.65% |
$382K - $383K
|
159K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.8K+ 613.3% |
$299K - $300K
|
13.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 7.41% |
$65.9K - $66.1K
|
37.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.1K- 10.72% |
$638K - $640K
|
209K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.2K- 11.88% |
$998K - $1M
|
291K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.8KNew |
$249K - $250K
|
9.8K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.1K- 9.27% |
$1.22M - $1.23M
|
470K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
587+ 1.04% |
$14.9K - $15K
|
56.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 19.41% |
$71K - $71.2K
|
17.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.94K+ 36.97% |
$126K - $126K
|
18.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.99K+ 14.08% |
$152K - $153K
|
48.5K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.57K- 1.98% |
$65.3K - $65.5K
|
127K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.97K- 15.13% |
$50.1K - $50.3K
|
11.1K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49+ 0.45% |
$1.25K - $1.25K
|
10.9K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
282+ 2.24% |
$7.17K - $7.2K
|
12.8K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.01% |
$178 - $179
|
51K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-310- 2.27% |
$7.89K - $7.91K
|
13.4K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
48+ 0.11% |
$1.22K - $1.22K
|
45.6K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6K- 18.94% |
$153K - $153K
|
25.7K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
66+ 0.33% |
$1.68K - $1.68K
|
20.1K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-68.8K- 11.4% |
$1.75M - $1.75M
|
534K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.76K- 9.7% |
$95.7K - $96K
|
35K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49KNew |
$1.25M - $1.25M
|
49K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.83K- 2.03% |
$148K - $149K
|
282K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-195K- 89.08% |
$4.97M - $4.99M
|
24K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
135+ 0.31% |
$3.43K - $3.45K
|
43.9K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-7.23K- 22.59% |
$184K - $185K
|
24.8K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.6K- 42.7% |
$269K - $270K
|
14.2K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
32K+ 277.39% |
$813K - $816K
|
43.5K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.52K+ 6.45% |
$140K - $141K
|
91K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-9.24K- 8.42% |
$235K - $236K
|
101K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 24.22% |
$494K - $496K
|
60.8K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
39+ 0.4% |
$992 - $995
|
9.8K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.8K+ 5.08% |
$45.9K - $46K
|
37.3K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9.8K- 45.57% |
$249K - $250K
|
11.7K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.6KNew |
$676K - $678K
|
26.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.45K- 6.34% |
$240K - $241K
|
140K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.39K+ 2.67% |
$137K - $138K
|
208K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 7.15% |
$301K - $302K
|
154K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$25.4K - $25.5K
|
1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-49K- 40.15% |
$1.25M - $1.25M
|
73.1K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.51% |
$534 - $536
|
4.12K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
640+ 9.01% |
$16.3K - $16.3K
|
7.74K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
15.1K+ 46.7% |
$385K - $386K
|
47.5K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-441- 2.7% |
$11.2K - $11.3K
|
15.9K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-51.5K- 13.63% |
$1.31M - $1.31M
|
326K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 5.45% |
$69.7K - $70K
|
53K
$0
|