Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$195K - $203K
|
8K
$201K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.1K+ 19.17% |
$124K - $130K
|
31.7K
$797K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.88K+ 16.7% |
$119K - $124K
|
34.1K
$858K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.27K+ 4.93% |
$104K - $109K
|
90.8K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.43K+ 17.98% |
$83.4K - $87.1K
|
22.5K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.18K+ 23.46% |
$77.5K - $80.8K
|
16.7K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.19K+ 19.91% |
$53.3K - $55.7K
|
13.2K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.12K+ 16.35% |
$51.5K - $53.8K
|
15.1K
$378K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.84K+ 4.36% |
$44.9K - $46.8K
|
44.1K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 11.41% |
$32.9K - $34.4K
|
13.2K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
906+ 44.96% |
$22.1K - $23K
|
2.92K
$73.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
890+ 2.35% |
$21.7K - $22.6K
|
38.7K
$974K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
812New |
$19.8K - $20.6K
|
812
$20.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
764New |
$18.6K - $19.4K
|
764
$19.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
733+ 5.35% |
$17.9K - $18.6K
|
14.4K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
649+ 5.43% |
$15.8K - $16.5K
|
12.6K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
331+ 0.72% |
$8.06K - $8.41K
|
46.5K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
265+ 1.65% |
$6.46K - $6.74K
|
16.3K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
231+ 1.22% |
$5.63K - $5.87K
|
19.2K
$483K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
140+ 15.05% |
$3.41K - $3.56K
|
1.07K
$26.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
56+ 0.18% |
$1.36K - $1.42K
|
31.9K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.2% |
$609 - $636
|
12.5K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.73% |
$219 - $229
|
1.25K
$31.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.87% |
$73.1 - $76.3
|
349
$8.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$24.4 - $25.4
|
144
$3.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.14% |
$6.5K - $6.79K
|
8.24K
$207K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-357- 2.47% |
$8.7K - $9.07K
|
14.1K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-358- 2.52% |
$8.72K - $9.1K
|
13.8K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-461- 4.73% |
$11.2K - $11.7K
|
9.29K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-839- 7.86% |
$20.4K - $21.3K
|
9.83K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-867- 7.84% |
$21.1K - $22K
|
10.2K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-873- 8.45% |
$21.3K - $22.2K
|
9.45K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-962Closed |
$23.4K - $24.5K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.5K - $31.8K
|
1.48K
$37.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.79K- 0.45% |
$43.7K - $45.6K
|
401K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2K- 16.69% |
$48.6K - $50.7K
|
9.96K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2K- 3.88% |
$48.7K - $50.8K
|
49.5K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.14K- 4.2% |
$52K - $54.3K
|
48.7K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.68K- 4.86% |
$65.2K - $68K
|
52.4K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.15K- 2.38% |
$76.7K - $80K
|
129K
$3.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.34K- 0.7% |
$106K - $110K
|
618K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.34K- 8.69% |
$106K - $110K
|
45.6K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.61K- 12.24% |
$112K - $117K
|
33.1K
$831K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.59K- 8.35% |
$136K - $142K
|
61.3K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.77K- 25.84% |
$140K - $147K
|
16.5K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 10.67% |
$317K - $331K
|
109K
$2.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 17.85% |
$401K - $418K
|
75.7K
$1.9M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-28.7K- 69.66% |
$700K - $731K
|
12.5K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.7K- 22.51% |
$725K - $756K
|
102K
$2.57M
|