Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.03K- 26.48% |
$76.5K - $77.7K
|
8.41K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.35K- 26.39% |
$84.6K - $86K
|
9.34K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.37K- 8.18% |
$110K - $112K
|
49K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.46K- 28.7% |
$113K - $115K
|
11.1K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.64K- 19.34% |
$117K - $119K
|
19.3K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.04K- 24.17% |
$127K - $129K
|
15.8K
$404K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.3K- 17.86% |
$134K - $136K
|
24.4K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 8.9% |
$136K - $138K
|
55K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.09K- 29.27% |
$179K - $182K
|
17.1K
$438K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.81K- 36.78% |
$197K - $200K
|
13.4K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.22K- 3.6% |
$233K - $237K
|
246K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.3K- 25.3% |
$259K - $264K
|
30.3K
$775K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 4.83% |
$297K - $302K
|
232K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.8K- 4.11% |
$424K - $430K
|
392K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.4K- 31.64% |
$540K - $549K
|
46.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-56.5K- 99.92% |
$1.43M - $1.45M
|
46
$1.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56.7K- 8.25% |
$1.43M - $1.46M
|
631K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.9K- 6.92% |
$1.51M - $1.54M
|
806K
$20.6M
|