Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
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
|
- |
1.35MNew |
$33.6M - $34.7M
|
1.35M
$34.1M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
160K+ 256.27% |
$3.99M - $4.12M
|
222K
$5.62M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.3K+ 20.06% |
$1.21M - $1.25M
|
289K
$7.33M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.7K+ 108.46% |
$1.07M - $1.1M
|
82.1K
$2.08M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
37.6K+ 13.75% |
$937K - $969K
|
311K
$7.87M
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
32.9K+ 18.53% |
$822K - $849K
|
211K
$5.33M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 30.72% |
$693K - $717K
|
118K
$2.99M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
27K+ 19.61% |
$674K - $696K
|
165K
$4.17M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.7K+ 144.13% |
$566K - $585K
|
38.4K
$973K
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.6KNew |
$489K - $506K
|
19.6K
$496K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.8KNew |
$469K - $484K
|
18.8K
$475K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.7K+ 9.07% |
$392K - $405K
|
189K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
15KNew |
$374K - $387K
|
15K
$380K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$277K - $286K
|
11.1K
$281K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 10.91% |
$277K - $286K
|
113K
$2.86M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.5K+ 1.84% |
$262K - $271K
|
584K
$14.8M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.31K+ 144.2% |
$232K - $240K
|
15.8K
$399K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9KNew |
$225K - $232K
|
9K
$228K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.68KNew |
$217K - $224K
|
8.68K
$220K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.97K+ 2.71% |
$199K - $206K
|
302K
$7.64M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.83KNew |
$196K - $202K
|
7.83K
$198K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7.53K+ 28.94% |
$188K - $194K
|
33.5K
$849K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.13K+ 6.9% |
$178K - $184K
|
111K
$2.8M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.04K+ 32.81% |
$126K - $130K
|
20.4K
$516K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5K+ 14.16% |
$125K - $129K
|
40.3K
$1.02M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 28.11% |
$102K - $105K
|
18.6K
$471K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.91K+ 15.21% |
$97.5K - $101K
|
29.6K
$749K
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.1K+ 6.1% |
$52.4K - $54.1K
|
36.5K
$924K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.96K+ 24.35% |
$48.9K - $50.5K
|
10K
$253K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.75K+ 7.46% |
$43.8K - $45.3K
|
25.3K
$640K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.65KNew |
$41.1K - $42.5K
|
1.65K
$41.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.49K+ 16.82% |
$37.2K - $38.5K
|
10.4K
$262K
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.4K+ 0.38% |
$34.9K - $36.1K
|
374K
$9.48M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.33K+ 8.44% |
$33.1K - $34.2K
|
17K
$431K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
576+ 3.51% |
$14.4K - $14.9K
|
17K
$430K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
404+ 1.96% |
$10.1K - $10.4K
|
21K
$533K
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
390+ 4.1% |
$9.73K - $10.1K
|
9.9K
$251K
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
209+ 0.64% |
$5.22K - $5.39K
|
32.7K
$829K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 0.45% |
$1.57K - $1.63K
|
14.1K
$356K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
61+ 0.32% |
$1.52K - $1.57K
|
19.1K
$484K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.5K
|
58
$1.47K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.25% |
$1.15K - $1.19K
|
18.7K
$474K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.21% |
$150 - $155
|
2.92K
$73.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-16- 0.11% |
$399 - $413
|
15K
$379K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 5.7% |
$9.98K - $10.3K
|
6.62K
$168K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.83K- 1.1% |
$45.7K - $47.2K
|
164K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.69K- 10.95% |
$92.1K - $95.2K
|
30K
$760K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.89K- 15.39% |
$147K - $152K
|
32.4K
$820K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.55K- 2.93% |
$163K - $169K
|
217K
$5.48M
|