Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.21MNew |
$31.6M - $32.2M
|
1.21M
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
576K+ 127.2% |
$15M - $15.3M
|
1.03M
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
507KNew |
$13.2M - $13.5M
|
507K
$13.5M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
477K+ 460.59% |
$12.4M - $12.7M
|
581K
$15.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
455K+ 79.16% |
$11.8M - $12.1M
|
1.03M
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197KNew |
$5.13M - $5.24M
|
197K
$5.25M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
119K+ 90.09% |
$3.08M - $3.15M
|
250K
$6.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
113KNew |
$2.94M - $3M
|
113K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
98.5K+ 77.37% |
$2.56M - $2.62M
|
226K
$6.01M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
96.9KNew |
$2.52M - $2.57M
|
96.9K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
91.2K+ 12.45% |
$2.37M - $2.42M
|
824K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
91K+ 634.5% |
$2.37M - $2.42M
|
105K
$2.8M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
70.5KNew |
$1.83M - $1.87M
|
70.5K
$1.87M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
67.4K+ 31.71% |
$1.75M - $1.79M
|
280K
$7.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
67.4K+ 31.71% |
$1.75M - $1.79M
|
280K
$7.45M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
66.2K+ 579.1% |
$1.72M - $1.76M
|
77.6K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
64.7K+ 120.4% |
$1.68M - $1.72M
|
118K
$3.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57.5KNew |
$1.5M - $1.53M
|
57.5K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.5KNew |
$1.44M - $1.47M
|
55.5K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
53.8K+ 9.7% |
$1.4M - $1.43M
|
608K
$16.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
51.9KNew |
$1.35M - $1.38M
|
51.9K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.6K+ 33.37% |
$899K - $918K
|
138K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
30.3KNew |
$789K - $805K
|
30.3K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 8.67% |
$757K - $772K
|
364K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.2K+ 1.8% |
$734K - $749K
|
1.6M
$42.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.9K+ 9.47% |
$726K - $741K
|
323K
$8.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
27.4K+ 78.54% |
$714K - $728K
|
62.4K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.3K+ 3.0% |
$685K - $699K
|
902K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26K+ 47.52% |
$677K - $691K
|
80.8K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$644K - $657K
|
24.8K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.3K+ 11.13% |
$554K - $566K
|
213K
$5.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 185.4% |
$552K - $563K
|
32.7K
$868K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
20.7KNew |
$538K - $549K
|
20.7K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$535K - $546K
|
20.6K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 2.42% |
$486K - $496K
|
792K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$457K - $466K
|
17.6K
$467K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.7K+ 31.71% |
$435K - $444K
|
69.5K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4K+ 67.45% |
$401K - $410K
|
38.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 35.98% |
$374K - $381K
|
54.3K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.7K+ 40.24% |
$357K - $364K
|
47.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1KNew |
$341K - $348K
|
13.1K
$348K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.1KNew |
$289K - $295K
|
11.1K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.9K+ 7.42% |
$284K - $290K
|
158K
$4.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.5KNew |
$272K - $278K
|
10.5K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$270K - $276K
|
10.4K
$276K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 6.84% |
$270K - $275K
|
162K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$262K - $268K
|
10.1K
$268K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.38K+ 4.29% |
$244K - $249K
|
228K
$6.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
9.24K+ 13.01% |
$240K - $245K
|
80.3K
$2.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.93K+ 194.09% |
$232K - $237K
|
13.5K
$360K
|