Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.34K- 30.77% |
$194K - $196K
|
16.5K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.75K- 4.46% |
$205K - $207K
|
166K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-8.12K- 23.52% |
$215K - $217K
|
26.4K
$704K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.72K- 3.58% |
$230K - $233K
|
234K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 11.66% |
$265K - $267K
|
75.9K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-13.3K- 43.19% |
$352K - $355K
|
17.5K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.7K- 4.24% |
$520K - $525K
|
445K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.8K- 26.13% |
$522K - $527K
|
55.9K
$1.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-21.9K- 9.77% |
$578K - $584K
|
202K
$5.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-26.5K- 69.87% |
$700K - $707K
|
11.4K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-28.2K- 9.47% |
$745K - $752K
|
270K
$7.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-36.3K- 60.24% |
$960K - $969K
|
24K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.4K- 24.02% |
$988K - $997K
|
118K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-39.5K- 34.34% |
$1.04M - $1.05M
|
75.5K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41K- 11.12% |
$1.08M - $1.09M
|
328K
$8.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-53K- 8.06% |
$1.4M - $1.41M
|
605K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-53.8K- 99.91% |
$1.42M - $1.43M
|
46
$1.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.5K- 11.92% |
$1.81M - $1.83M
|
506K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.8K- 4.23% |
$2.08M - $2.1M
|
1.79M
$47.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.3K- 66.21% |
$2.15M - $2.17M
|
41.5K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.8K- 81.25% |
$2.19M - $2.21M
|
19.1K
$510K
|