Latest Institutional Transactions on Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2024 Ter (IBMM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.69K- 13.18% |
$148K - $149K
|
37.5K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 2.06% |
$278K - $280K
|
530K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.46K- 5.58% |
$142K - $143K
|
92.4K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.8K- 21.46% |
$515K - $518K
|
72.6K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-6.7K- 25.79% |
$174K - $175K
|
19.3K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 1.38% |
$127K - $128K
|
360K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.78K- 0.93% |
$46.1K - $46.4K
|
190K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.35K- 28.45% |
$113K - $114K
|
10.9K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
359+ 0.57% |
$9.32K - $9.37K
|
63.4K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54+ 0.54% |
$1.4K - $1.41K
|
10.1K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 11.58% |
$1.23M - $1.24M
|
363K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.32K- 24.23% |
$216K - $217K
|
26K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14.6K- 45.73% |
$378K - $380K
|
17.3K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-391K- 85.1% |
$10.2M - $10.2M
|
68.5K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4.05K- 23.01% |
$105K - $106K
|
13.5K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 6.94% |
$164K - $165K
|
97.6K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.5K+ 248.33% |
$793K - $797K
|
42.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.52K- 11.37% |
$65.4K - $65.7K
|
19.6K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-767- 0.83% |
$19.9K - $20K
|
92.1K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 25.75% |
$406K - $408K
|
45.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.22K- 3.96% |
$187K - $188K
|
175K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 22.32% |
$2.91M - $2.93M
|
390K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-124K- 7.39% |
$3.23M - $3.25M
|
1.56M
$40.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
93+ 0.24% |
$2.42K - $2.43K
|
38.7K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29+ 0.31% |
$753 - $757
|
9.29K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 10.63% |
$27.6K - $27.8K
|
11.1K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.09K- 31.38% |
$132K - $133K
|
11.1K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.47K+ 17.6% |
$38.3K - $38.5K
|
9.85K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
288+ 0.19% |
$7.48K - $7.52K
|
155K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.68K- 4.49% |
$43.5K - $43.7K
|
35.6K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.34K- 1.76% |
$86.6K - $87.1K
|
187K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.8K- 21.36% |
$1.76M - $1.77M
|
250K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.43K- 12.9% |
$37.2K - $37.4K
|
9.68K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.5K- 5.34% |
$532K - $535K
|
363K
$9.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-792- 7.34% |
$20.6K - $20.7K
|
10K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.5K- 18.59% |
$117K - $118K
|
19.7K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-695- 5.58% |
$18K - $18.1K
|
11.8K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 14.96% |
$325K - $326K
|
71.1K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.8K+ 71.04% |
$411K - $413K
|
38.1K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-180- 1.03% |
$4.67K - $4.7K
|
17.2K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.12K- 3.09% |
$29.1K - $29.2K
|
35.1K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-150- 0.64% |
$3.9K - $3.92K
|
23.2K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 5.14% |
$274K - $275K
|
216K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.54K+ 2.91% |
$92K - $92.5K
|
125K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 2.07% |
$46.5K - $46.7K
|
84.7K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-446- 0.13% |
$11.6K - $11.6K
|
331K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.6KNew |
$406K - $408K
|
15.6K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
75+ 0.57% |
$1.95K - $1.96K
|
13.2K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.38K+ 15.68% |
$35.8K - $36K
|
10.2K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.66K- 14.44% |
$95.1K - $95.6K
|
21.7K
$567K
|