Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBML)

IBML Quotes by TradingView

This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-971
Closed
$24.6K - $24.8K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-296
Closed
$7.49K - $7.56K
0 $0
Aug 11, 2022 Q2 2022
Seldon Capital LP

San Francisco, CA
SELL
 -
-4.69K
Closed
$119K - $120K
0 $0
Aug 11, 2022 Q2 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-3.83K
- 31.02%
$96.9K - $97.8K
8.52K $0
Aug 11, 2022 Q2 2022
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
66.5K
New
$1.68M - $1.7M
66.5K $0
Aug 09, 2022 Q2 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
10K
New
$253K - $255K
10K $0
Aug 05, 2022 Q2 2022
Paulson Wealth Management Inc.

SELL
 -
-170
- 2.1%
$4.3K - $4.34K
7.94K $0
Aug 05, 2022 Q2 2022
Cyrus J. Lawrence, LLC

SELL
 -
-2K
Closed
$50.6K - $51.1K
0 $0
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
9.8K
New
$248K - $250K
9.8K $0
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

SELL
 -
-19K
Closed
$482K - $486K
0 $0
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

SELL
 -
-5.68K
- 25.39%
$144K - $145K
16.7K $0
Jul 22, 2022 Q2 2022
Forte Asset Management LLC

BUY
 -
35.4K
New
$896K - $904K
35.4K $0
Jul 14, 2022 Q2 2022
Gofen & Glossberg LLC

SELL
 -
-8.25K
Closed
$209K - $211K
0 $0
Jul 13, 2022 Q2 2022
First National Bank Of South Miami

SELL
 -
-3.29K
Closed
$83.2K - $83.9K
0 $0
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-255
Closed
$6.45K - $6.51K
0 $0
Jul 06, 2022 Q2 2022
Farmer Steven Patrick

BUY
 -
164K
New
$4.16M - $4.2M
164K $0
Q1 2022
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
313
New
$7.97K - $8.12K
313 $0
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
47K
New
$1.2M - $1.22M
47K $0
May 13, 2022 Q1 2022
Old Mission Capital LLC

SELL
 -
-19.4K
Closed
$493K - $503K
0 $0
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-8.19K
Closed
$209K - $212K
0 $0
May 10, 2022 Q1 2022
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-15.7K
Closed
$400K - $408K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-2.7K
Closed
$68.7K - $70K
0 $0
Apr 26, 2022 Q1 2022
First National Corp

SELL
 -
-26.1K
Closed
$663K - $676K
0 $0
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

SELL
 -
-63
- 41.72%
$1.6K - $1.63K
88 $0
Q4 2021
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
BUY
 -
57.6K
+ 498.3%
$1.49M - $1.5M
69.1K $0
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-8.32K
Closed
$216K - $216K
0 $0
Feb 15, 2022 Q4 2021
Hb Wealth Management, LLC

BUY
 -
7.96K
New
$206K - $207K
7.96K $0
Feb 10, 2022 Q4 2021
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-15.8K
Closed
$409K - $411K
0 $0
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
BUY
 -
3
+ 2.16%
$77.7 - $78.1
142 $0
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Feb 09, 2022 Q4 2021
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-382
Closed
$9.9K - $9.94K
0 $0
Feb 09, 2022 Q4 2021
Orion Portfolio Solutions, LLC

SELL
 -
-8.32K
Closed
$216K - $216K
0 $0
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-4.4K
Closed
$114K - $115K
0 $0
Feb 09, 2022 Q4 2021
Massmutual Trust CO Fsb

SELL
 -
-31.1K
Closed
$807K - $810K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-16.7K
Closed
$433K - $435K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-20
- 0.4%
$520 - $523
4.98K $0
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-655
- 24.79%
$17K - $17.1K
1.99K $0
Nov 12, 2021 Q3 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-641
Closed
$16.7K - $16.8K
0 $0
Nov 05, 2021 Q3 2021
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-4.95K
Closed
$129K - $129K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Fin Trust Capital Advisors, LLC

SELL
 -
-6.58K
Closed
$172K - $172K
0 $0
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-314
Closed
$8.19K - $8.23K
0 $0
Jul 14, 2021 Q2 2021
Brookstone Capital Management

SELL
 -
-7.92K
Closed
$206K - $208K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-12K
Closed
$314K - $315K
0 $0
May 17, 2021 Q1 2021
Pgim Custom Harvest LLC

Newark, NJ
SELL
 -
-12.6K
Closed
$329K - $331K
0 $0
May 12, 2021 Q1 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-2.32K
Closed
$60.6K - $60.9K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-967
Closed
$25.2K - $25.4K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-10.2K
- 89.52%
$267K - $268K
1.2K $0
Q3 2020
Oct 28, 2020 Q3 2020
Estate Counselors, LLC

SELL
 -
-67.4K
Closed
$1.76M - $1.78M
0 $0
Oct 07, 2020 Q3 2020
Time Scale Financial, Inc.

SELL
 -
-101
Closed
$2.64K - $2.66K
0 $0

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