Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.36M+ 2983.43% |
$33.9M - $35M
|
1.41M
$35.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
220KNew |
$5.47M - $5.64M
|
220K
$5.52M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
180KNew |
$4.47M - $4.61M
|
180K
$4.52M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
97.3K+ 931.75% |
$2.42M - $2.5M
|
108K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.3K+ 18.51% |
$1.9M - $1.96M
|
489K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61.3K+ 21.37% |
$1.52M - $1.57M
|
348K
$8.74M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.4K+ 12.74% |
$1.38M - $1.42M
|
491K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
52.5K+ 3232.16% |
$1.31M - $1.35M
|
54.1K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52K+ 119.39% |
$1.3M - $1.33M
|
95.6K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.7K+ 7.57% |
$1.21M - $1.25M
|
693K
$17.4M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
48.6K+ 8.45% |
$1.21M - $1.25M
|
624K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
45.1K+ 8.56% |
$1.12M - $1.16M
|
572K
$14.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
32.3K+ 16.81% |
$804K - $828K
|
224K
$5.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.9K+ 45.26% |
$743K - $766K
|
95.8K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
24.1K+ 21.53% |
$600K - $618K
|
136K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.1KNew |
$599K - $617K
|
24.1K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21.4K+ 102.19% |
$533K - $549K
|
42.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 10.03% |
$466K - $480K
|
205K
$5.16M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 2.47% |
$445K - $459K
|
742K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 2.59% |
$408K - $421K
|
651K
$16.3M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$299K - $308K
|
12K
$302K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.7K+ 74.56% |
$291K - $300K
|
27.4K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$276K - $285K
|
11.1K
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.1K+ 3.98% |
$276K - $285K
|
290K
$7.29M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 8.5% |
$259K - $267K
|
133K
$3.34M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.4K+ 1.86% |
$259K - $267K
|
570K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.94KNew |
$247K - $255K
|
9.94K
$250K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.65K+ 207.2% |
$240K - $247K
|
14.3K
$359K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9.11KNew |
$227K - $234K
|
9.11K
$229K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8KNew |
$199K - $205K
|
8K
$201K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$199K - $205K
|
8K
$201K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.9K+ 13.69% |
$197K - $203K
|
65.6K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.36KNew |
$183K - $189K
|
7.36K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
7K+ 28.75% |
$174K - $180K
|
31.4K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.76K+ 54.72% |
$168K - $173K
|
19.1K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.45K+ 15.17% |
$136K - $140K
|
41.4K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.22K+ 11.45% |
$130K - $134K
|
50.8K
$1.28M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.99K+ 4.14% |
$124K - $128K
|
125K
$3.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.26K+ 9.62% |
$106K - $109K
|
48.5K
$1.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 23.43% |
$102K - $105K
|
21.5K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.23K+ 130.86% |
$80.4K - $82.9K
|
5.7K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.64K+ 22.71% |
$65.8K - $67.8K
|
14.3K
$359K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 29.62% |
$61.4K - $63.3K
|
10.8K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.07K+ 6.43% |
$51.5K - $53.1K
|
34.3K
$861K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.93K+ 18.66% |
$48K - $49.5K
|
12.3K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.81K+ 19.52% |
$45.1K - $46.4K
|
11.1K
$279K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.63K+ 0.41% |
$40.5K - $41.8K
|
401K
$10.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$24.9K - $25.7K
|
1K
$25.2K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
893+ 5.51% |
$22.2K - $22.9K
|
17.1K
$430K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
843New |
$21K - $21.6K
|
843
$21.2K
|