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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$51.9K - $52.2K
|
2K
$52.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-93.6K- 21.23% |
$2.43M - $2.45M
|
347K
$9.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.0% |
$26 - $26.1
|
28.6K
$747K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-458- 3.04% |
$11.9K - $12K
|
14.6K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
325+ 0.23% |
$8.44K - $8.49K
|
140K
$3.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.12K- 1.75% |
$29K - $29.2K
|
62.9K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.97K- 23.62% |
$129K - $130K
|
16.1K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.91K- 3.85% |
$231K - $233K
|
222K
$5.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-22- 0.05% |
$571 - $574
|
48.3K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
3.51KNew |
$91.2K - $91.7K
|
3.51K
$91.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.14K+ 19.93% |
$108K - $108K
|
24.9K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 12.68% |
$37.2K - $37.4K
|
9.88K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
253+ 1.27% |
$6.57K - $6.61K
|
20.1K
$526K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 37.27% |
$156K - $157K
|
10.1K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.09K+ 26.49% |
$158K - $159K
|
29.1K
$759K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$51.9 - $52.2
|
358
$9.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.95K- 15.06% |
$155K - $155K
|
33.6K
$877K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40- 11.33% |
$1.04K - $1.04K
|
313
$8.17K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.53K+ 14.61% |
$169K - $170K
|
51.2K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.9K- 3.02% |
$179K - $180K
|
222K
$5.78M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-981- 3.58% |
$25.5K - $25.6K
|
26.4K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
107KNew |
$2.77M - $2.79M
|
107K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.9K- 46.14% |
$412K - $414K
|
18.5K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42- 0.49% |
$1.09K - $1.1K
|
8.53K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-711- 8.3% |
$18.5K - $18.6K
|
7.86K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 9.95% |
$51.9K - $52.2K
|
18.1K
$473K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 3.33% |
$28.6K - $28.8K
|
32K
$836K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
914New |
$23.7K - $23.9K
|
914
$23.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195+ 0.19% |
$5.06K - $5.09K
|
101K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27.2K- 4.96% |
$706K - $710K
|
521K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53+ 1.78% |
$1.38K - $1.38K
|
3.04K
$79.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.39K- 2.53% |
$62.1K - $62.4K
|
92.1K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-8.72K- 21.63% |
$227K - $228K
|
31.6K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
210+ 2.52% |
$5.45K - $5.48K
|
8.56K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1K+ 9.17% |
$26K - $26.1K
|
11.9K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$399K - $401K
|
15.3K
$401K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8K- 29.04% |
$208K - $209K
|
19.6K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1K- 3.36% |
$26K - $26.1K
|
28.8K
$752K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.22K- 7.07% |
$214K - $215K
|
108K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19.3K+ 25.88% |
$501K - $504K
|
93.9K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-833- 4.03% |
$21.6K - $21.7K
|
19.9K
$519K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38.6K+ 100.0% |
$1M - $1.01M
|
77.1K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43+ 0.1% |
$1.12K - $1.12K
|
43.2K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
9.01KNew |
$234K - $235K
|
9.01K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
46+ 0.12% |
$1.19K - $1.2K
|
37.2K
$972K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.2K+ 11.03% |
$421K - $423K
|
163K
$4.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.8K- 22.57% |
$1.09M - $1.09M
|
143K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.8K- 25.42% |
$1.03M - $1.04M
|
117K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.7K- 12.46% |
$590K - $593K
|
160K
$4.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 5.58% |
$73.4K - $73.8K
|
47.8K
$1.25M
|