Purchases and Sales Made in Q2 2021 in Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBML) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2023 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
214+ 4.86% |
$5.58K - $5.61K
|
4.62K
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
175+ 8.71% |
$4.56K - $4.59K
|
2.19K
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 0.21% |
$1.09K - $1.1K
|
20K
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
31+ 0.17% |
$808 - $812
|
18K
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.28% |
$600 - $603
|
8.38K
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21+ 0.11% |
$547 - $550
|
18.9K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.11% |
$469 - $472
|
16.3K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 0.28% |
$313 - $314
|
4.35K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$104 - $105
|
5.38K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 1.43% |
$1.36K - $1.36K
|
3.59K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61- 0.11% |
$1.59K - $1.6K
|
57.2K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-87- 0.29% |
$2.27K - $2.28K
|
29.5K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-97- 0.73% |
$2.53K - $2.54K
|
13.3K
$0
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-228- 1.9% |
$5.94K - $5.97K
|
11.8K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-314Closed |
$8.19K - $8.23K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.5K- 14.63% |
$39.1K - $39.3K
|
8.75K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.63K- 17.79% |
$42.4K - $42.6K
|
7.52K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.64K- 3.93% |
$42.8K - $43K
|
40.2K
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 1.53% |
$43.8K - $44K
|
108K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.72K- 0.91% |
$44.7K - $44.9K
|
187K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.96K- 1.69% |
$51.2K - $51.5K
|
114K
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-2.31K- 1.94% |
$60.2K - $60.5K
|
117K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.74K- 12.56% |
$71.4K - $71.7K
|
19.1K
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.93K- 26.47% |
$76.4K - $76.8K
|
8.14K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 10.64% |
$78.2K - $78.6K
|
25.2K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.27K- 9.58% |
$85.3K - $85.8K
|
30.9K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.33K- 2.86% |
$86.9K - $87.4K
|
113K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.59K- 2.15% |
$93.5K - $94K
|
164K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.98K- 13.77% |
$130K - $130K
|
31.2K
$0
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.01K- 2.63% |
$131K - $131K
|
185K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-5.21K- 12.57% |
$136K - $137K
|
36.2K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.58KClosed |
$172K - $172K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.09K- 1.07% |
$185K - $186K
|
654K
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-7.92KClosed |
$206K - $208K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.73K- 39.53% |
$254K - $255K
|
14.9K
$0
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.9K- 13.99% |
$311K - $312K
|
73.3K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.5K- 23.38% |
$379K - $380K
|
47.6K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 5.59% |
$449K - $452K
|
291K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.8K- 60.59% |
$570K - $572K
|
14.2K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.4KClosed |
$584K - $587K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43.1K- 49.49% |
$1.12M - $1.13M
|
43.9K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-70.8K- 81.01% |
$1.85M - $1.85M
|
16.6K
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-93.9KClosed |
$2.45M - $2.46M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-172K- 34.81% |
$4.48M - $4.5M
|
322K
$0
|