Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q1 2024. 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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
459KNew |
$11.6M - $11.7M
|
459K
$11.5M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
217K+ 1296.22% |
$5.46M - $5.51M
|
234K
$5.87M
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
160KNew |
$4.04M - $4.08M
|
160K
$4.03M
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
122KNew |
$3.07M - $3.1M
|
122K
$3.07M
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
118K+ 306.07% |
$2.98M - $3.01M
|
157K
$3.95M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92.2KNew |
$2.32M - $2.34M
|
92.2K
$2.32M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.9K+ 6.83% |
$2.21M - $2.23M
|
1.37M
$34.5M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.6K+ 8.65% |
$1.47M - $1.49M
|
736K
$18.5M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
53.4K+ 8.68% |
$1.34M - $1.36M
|
669K
$16.8M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.7K+ 7.44% |
$1.3M - $1.31M
|
746K
$18.7M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.7KNew |
$1.25M - $1.26M
|
49.7K
$1.25M
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
45.6K+ 19.14% |
$1.15M - $1.16M
|
284K
$7.13M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
45K+ 7.27% |
$1.13M - $1.14M
|
663K
$16.7M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
42.3KNew |
$1.06M - $1.07M
|
42.3K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.2K+ 4.68% |
$1.01M - $1.02M
|
899K
$22.6M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
35.4K+ 46.86% |
$891K - $900K
|
111K
$2.79M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32.8K+ 322.39% |
$827K - $835K
|
43K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$780K - $788K
|
31K
$779K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 19.04% |
$779K - $786K
|
193K
$4.86M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30KNew |
$755K - $762K
|
30K
$754K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.5K+ 442.72% |
$718K - $724K
|
34.9K
$878K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27.7K+ 109.06% |
$696K - $703K
|
53K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.8K+ 50.02% |
$675K - $681K
|
80.4K
$2.02M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26.5K+ 37.74% |
$667K - $673K
|
96.7K
$2.43M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.8KNew |
$649K - $655K
|
25.8K
$648K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4K+ 255.72% |
$640K - $646K
|
35.4K
$889K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 3.1% |
$619K - $625K
|
817K
$20.5M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.1KNew |
$557K - $563K
|
22.1K
$556K
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22KNew |
$554K - $559K
|
22K
$553K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 2569.63% |
$545K - $550K
|
22.5K
$566K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 5.81% |
$514K - $519K
|
372K
$9.35M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$508K - $513K
|
20.2K
$507K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 5.44% |
$493K - $498K
|
380K
$9.55M
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$476K - $480K
|
18.9K
$475K
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
18.7K+ 152.89% |
$471K - $475K
|
30.9K
$777K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
17.8K+ 192.71% |
$447K - $452K
|
27K
$678K
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.3K+ 6.4% |
$384K - $388K
|
254K
$6.38M
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.1K+ 88.81% |
$330K - $333K
|
27.9K
$700K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 29.92% |
$318K - $321K
|
54.9K
$1.38M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 75.77% |
$316K - $319K
|
29.1K
$731K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.33K+ 114.82% |
$235K - $237K
|
17.5K
$439K
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.79K+ 6.53% |
$221K - $223K
|
143K
$3.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$215K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.83K+ 59.25% |
$197K - $199K
|
21K
$529K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.48K+ 23.25% |
$188K - $190K
|
39.6K
$996K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.92K+ 2.02% |
$174K - $176K
|
349K
$8.77M
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.83K+ 21.26% |
$147K - $148K
|
33.2K
$835K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.73KNew |
$144K - $146K
|
5.73K
$144K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.24K+ 42.37% |
$107K - $108K
|
14.2K
$358K
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
3.72K+ 8.43% |
$93.6K - $94.5K
|
47.8K
$1.2M
|