Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.05K+ 30.46% |
$80.2K - $80.7K
|
13K
$348K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.77K+ 15.72% |
$72.9K - $73.4K
|
20.4K
$543K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.17K+ 6.11% |
$57K - $57.4K
|
37.6K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.01K+ 2.65% |
$53K - $53.4K
|
78.1K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98KNew |
$52K - $52.3K
|
1.98K
$52.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
1.92K+ 8.58% |
$50.6K - $50.9K
|
24.3K
$647K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.79K+ 9.28% |
$47K - $47.3K
|
21K
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49K+ 7.08% |
$39.2K - $39.4K
|
22.5K
$599K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.3K+ 6.74% |
$34.1K - $34.3K
|
20.5K
$547K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 30.67% |
$27.8K - $27.9K
|
4.5K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
914New |
$24.1K - $24.2K
|
914
$24.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
801+ 4.66% |
$21.1K - $21.2K
|
18K
$479K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
527+ 3.74% |
$13.9K - $14K
|
14.6K
$390K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
207+ 2.43% |
$5.45K - $5.48K
|
8.74K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
163New |
$4.29K - $4.32K
|
163
$4.35K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
156+ 0.16% |
$4.11K - $4.13K
|
97.1K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
146+ 0.44% |
$3.85K - $3.87K
|
33.1K
$883K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
118+ 0.8% |
$3.11K - $3.13K
|
14.8K
$395K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
62+ 0.09% |
$1.63K - $1.64K
|
70.6K
$1.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
54+ 0.05% |
$1.42K - $1.43K
|
115K
$3.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
42+ 0.12% |
$1.11K - $1.11K
|
34.5K
$920K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
36+ 0.17% |
$948 - $954
|
20.9K
$557K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 0.81% |
$579 - $583
|
2.74K
$73.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.48% |
$290 - $291
|
2.29K
$61K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 0.07% |
$263 - $265
|
13.5K
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.42% |
$79 - $79.5
|
712
$19K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.73% |
$26.3 - $26.5
|
138
$3.68K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34- 8.65% |
$896 - $901
|
359
$9.57K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-79- 0.14% |
$2.08K - $2.09K
|
57.3K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-149- 0.06% |
$3.92K - $3.95K
|
246K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-154- 1.4% |
$4.06K - $4.08K
|
10.9K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-270- 0.87% |
$7.11K - $7.15K
|
30.8K
$821K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-274- 1.95% |
$7.22K - $7.26K
|
13.8K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-626- 0.88% |
$16.5K - $16.6K
|
70.6K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-697- 2.39% |
$18.4K - $18.5K
|
28.5K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-725- 0.24% |
$19.1K - $19.2K
|
306K
$8.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-783- 1.58% |
$20.6K - $20.7K
|
48.7K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-829- 6.94% |
$21.8K - $22K
|
11.1K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-893- 7.66% |
$23.5K - $23.7K
|
10.8K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-965- 10.37% |
$25.4K - $25.6K
|
8.35K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-990- 1.81% |
$26.1K - $26.2K
|
53.8K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1K- 3.93% |
$26.4K - $26.5K
|
24.5K
$653K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.29K- 1.55% |
$34K - $34.2K
|
81.9K
$2.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.63K- 3.31% |
$42.8K - $43K
|
47.5K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.07K- 9.73% |
$54.5K - $54.8K
|
19.2K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.71K- 16.76% |
$71.2K - $71.7K
|
13.4K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.76K- 3.52% |
$72.7K - $73.1K
|
75.6K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.14K- 3.53% |
$82.8K - $83.2K
|
85.9K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3.66K- 82.07% |
$96.5K - $97K
|
800
$21.3K
|