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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.72K- 2.54% |
$98.1K - $98.6K
|
143K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.45K- 15.74% |
$117K - $118K
|
23.8K
$636K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.95K- 32.17% |
$130K - $131K
|
10.4K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.7K- 6.39% |
$150K - $151K
|
83.4K
$2.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.2K- 20.05% |
$163K - $164K
|
24.7K
$659K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.75K- 2.54% |
$204K - $205K
|
298K
$7.94M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.75K- 2.54% |
$204K - $205K
|
298K
$7.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.65K- 3.44% |
$228K - $229K
|
243K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.75K- 37.01% |
$230K - $232K
|
14.9K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-10.5K- 9.78% |
$277K - $279K
|
97K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.2K- 25.93% |
$296K - $297K
|
32.1K
$855K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 19.17% |
$299K - $300K
|
47.8K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12K- 43.02% |
$315K - $317K
|
15.8K
$422K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 36.25% |
$356K - $358K
|
23.8K
$634K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-15.2K- 6.37% |
$402K - $404K
|
224K
$5.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22K- 47.21% |
$579K - $582K
|
24.6K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22.4K- 42.88% |
$590K - $594K
|
29.9K
$796K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.5K- 4.79% |
$645K - $649K
|
487K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.9K- 55.23% |
$840K - $845K
|
25.9K
$689K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-42K- 5.87% |
$1.11M - $1.11M
|
673K
$17.9M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-53.1K- 8.37% |
$1.4M - $1.41M
|
581K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 53.08% |
$3.66M - $3.68M
|
123K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 24.09% |
$4.8M - $4.83M
|
575K
$15.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 24.09% |
$4.8M - $4.83M
|
575K
$15.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-272K- 81.86% |
$7.17M - $7.21M
|
60.3K
$1.61M
|