Latest Institutional Purchases of Ishares Tr Ibonds Dec 2023 Ter (IBML)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBML) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
82.4KNew |
$2.09M - $2.1M
|
82.4K
$0
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.2KNew |
$488K - $490K
|
19.2K
$0
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.93K+ 4.3% |
$99.9K - $100K
|
95.4K
$0
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.9KNew |
$99K - $99.4K
|
3.9K
$0
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.22K+ 10.22% |
$81.7K - $82K
|
34.7K
$0
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.2K+ 3.91% |
$81.3K - $81.7K
|
85.2K
$0
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.96K+ 11.98% |
$49.8K - $50K
|
18.3K
$0
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$25.4K - $25.5K
|
1K
$0
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
887New |
$22.5K - $22.6K
|
887
$0
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
410+ 2.82% |
$10.4K - $10.5K
|
14.9K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
358+ 1.73% |
$9.09K - $9.13K
|
21K
$0
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 5.01% |
$7.62K - $7.65K
|
6.29K
$0
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
226+ 1.9% |
$5.74K - $5.76K
|
12.1K
$0
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
170+ 1.89% |
$4.32K - $4.33K
|
9.17K
$0
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
156+ 2.11% |
$3.96K - $3.98K
|
7.55K
$0
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
21+ 0.06% |
$533 - $535
|
35.7K
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$25.4 - $25.5
|
799
$0
|
|
Q1 2023 | |||||||
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
45.5KNew |
$1.15M - $1.16M
|
45.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$539K - $541K
|
21.3K
$0
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
16KNew |
$405K - $407K
|
16K
$0
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$260K - $261K
|
10.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9.88K+ 10.33% |
$250K - $251K
|
105K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.5KNew |
$165K - $165K
|
6.5K
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.41K+ 3832.58% |
$86.4K - $86.7K
|
3.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67KNew |
$42.3K - $42.4K
|
1.67K
$0
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
896+ 1.38% |
$22.7K - $22.8K
|
65.7K
$0
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
552+ 6.44% |
$14K - $14K
|
9.13K
$0
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
472+ 4.87% |
$12K - $12K
|
10.2K
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$6.96K - $6.99K
|
275
$0
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
117KNew |
$2.97M - $2.98M
|
117K
$0
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
28.7KNew |
$724K - $729K
|
28.7K
$0
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28.7KNew |
$724K - $729K
|
28.7K
$0
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.6KNew |
$696K - $700K
|
27.6K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
26.7KNew |
$675K - $679K
|
26.7K
$0
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.6KNew |
$521K - $525K
|
20.6K
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.7KNew |
$498K - $501K
|
19.7K
$0
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.9KNew |
$352K - $354K
|
13.9K
$0
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$301K - $302K
|
11.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.05KNew |
$203K - $205K
|
8.05K
$0
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.9KNew |
$199K - $201K
|
7.9K
$0
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3KNew |
$75.8K - $76.3K
|
3K
$0
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.22KNew |
$56K - $56.3K
|
2.22K
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.98KNew |
$50K - $50.3K
|
1.98K
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
634+ 57.74% |
$16K - $16.1K
|
1.73K
$0
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29+ 0.25% |
$733 - $737
|
11.4K
$0
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.14% |
$505 - $508
|
14.7K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
57.6K+ 401.2% |
$1.45M - $1.47M
|
71.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.6KNew |
$620K - $628K
|
24.6K
$0
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.5KNew |
$316K - $320K
|
12.5K
$0
|