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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.69K+ 11.81% |
$92.9K - $93.8K
|
34.9K
$878K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 28.73% |
$90.6K - $91.5K
|
16.1K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.17K+ 3.53% |
$79.8K - $80.6K
|
93K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.87K+ 0.72% |
$72.3K - $73K
|
404K
$10.1M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.73KNew |
$68.6K - $69.2K
|
2.73K
$68.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.59K+ 7.84% |
$65.2K - $65.8K
|
35.7K
$896K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.97K+ 13.05% |
$49.5K - $50K
|
17K
$428K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.79K+ 5.64% |
$45.1K - $45.5K
|
33.5K
$842K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.58K+ 3.24% |
$39.7K - $40.1K
|
50.3K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 7.9% |
$32.5K - $32.8K
|
17.6K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.18K+ 8.35% |
$29.6K - $29.9K
|
15.3K
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 10.96% |
$25.2K - $25.4K
|
10.1K
$254K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
935+ 3.8% |
$23.5K - $23.8K
|
25.5K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
570+ 1.25% |
$14.3K - $14.5K
|
46.2K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
560+ 3.72% |
$14.1K - $14.2K
|
15.6K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 0.12% |
$13.8K - $13.9K
|
463K
$11.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 0.12% |
$13.8K - $13.9K
|
463K
$11.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
497+ 1.46% |
$12.5K - $12.6K
|
34.6K
$870K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
395+ 1.02% |
$9.94K - $10K
|
39.1K
$984K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
352+ 0.27% |
$8.86K - $8.94K
|
130K
$3.26M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
350New |
$8.81K - $8.89K
|
350
$8.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
284+ 0.57% |
$7.15K - $7.22K
|
49.8K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
197+ 1.89% |
$4.96K - $5.01K
|
10.6K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
175+ 0.38% |
$4.4K - $4.45K
|
46.6K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
167+ 1.8% |
$4.2K - $4.24K
|
9.46K
$238K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.6K
|
9.52K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45+ 0.19% |
$1.13K - $1.14K
|
24.1K
$605K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
38+ 0.29% |
$956 - $966
|
13.2K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
30+ 0.09% |
$755 - $762
|
31.9K
$803K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-129- 1.31% |
$3.25K - $3.28K
|
9.7K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131- 0.11% |
$3.3K - $3.33K
|
121K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 13.08% |
$3.52K - $3.56K
|
930
$23.4K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-329- 0.64% |
$8.28K - $8.36K
|
51.4K
$1.29M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-443- 57.98% |
$11.2K - $11.3K
|
321
$8.07K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 12.69% |
$40.2K - $40.6K
|
11K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.69K- 5.38% |
$42.4K - $42.8K
|
29.6K
$745K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.85K- 2.77% |
$46.7K - $47.1K
|
65.1K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.71K- 4.42% |
$68.3K - $68.9K
|
58.6K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.89K- 7.03% |
$72.7K - $73.4K
|
38.2K
$960K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.44K- 3.57% |
$86.7K - $87.5K
|
93K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.94K- 10.22% |
$99.1K - $100K
|
34.6K
$870K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.37K- 3.98% |
$110K - $111K
|
106K
$2.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.83K- 9.68% |
$121K - $123K
|
45K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.96K- 4.84% |
$125K - $126K
|
97.4K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.99K- 20.37% |
$176K - $178K
|
27.3K
$686K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 13.59% |
$373K - $376K
|
94.1K
$2.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-19.3K- 54.19% |
$486K - $491K
|
16.3K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 26.14% |
$498K - $503K
|
55.9K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-26.2K- 28.81% |
$658K - $665K
|
64.7K
$1.62M
|