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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
498+ 1.15% |
$12.4K - $12.8K
|
43.9K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
470+ 4.77% |
$11.7K - $12.1K
|
10.3K
$260K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
451+ 2.66% |
$11.2K - $11.6K
|
17.4K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
402+ 3.99% |
$10K - $10.3K
|
10.5K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
210+ 10.71% |
$5.23K - $5.39K
|
2.17K
$54.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
167+ 1.22% |
$4.16K - $4.28K
|
13.9K
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
157+ 0.35% |
$3.91K - $4.03K
|
45.7K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108+ 0.34% |
$2.69K - $2.77K
|
31.8K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73New |
$1.82K - $1.87K
|
73
$1.83K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
66+ 0.35% |
$1.64K - $1.69K
|
19.1K
$480K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 0.27% |
$1.24K - $1.28K
|
18.8K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$99.6 - $103
|
1.23K
$30.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.22% |
$448 - $462
|
8.17K
$205K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-190- 2.26% |
$4.73K - $4.87K
|
8.2K
$206K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-288- 2.91% |
$7.17K - $7.39K
|
9.61K
$241K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-355- 1.09% |
$8.84K - $9.11K
|
32.4K
$813K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-446- 2.91% |
$11.1K - $11.4K
|
14.9K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.95K- 8.89% |
$48.6K - $50.1K
|
20K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 16.45% |
$49.8K - $51.3K
|
10.2K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.17K- 1.49% |
$54.1K - $55.8K
|
144K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.67K- 12.73% |
$116K - $120K
|
32K
$804K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.36K- 2.07% |
$133K - $137K
|
253K
$6.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.7K- 11.58% |
$142K - $146K
|
43.5K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 8.87% |
$304K - $313K
|
125K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.7K- 38.57% |
$690K - $711K
|
44.2K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.8K- 11.56% |
$716K - $738K
|
220K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.35M- 96.07% |
$33.7M - $34.7M
|
55.3K
$1.39M
|